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Donaldson

416 hedge funds and large institutions have $5.67B invested in Donaldson in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 135 increasing their positions, 133 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+30
Holders Change %
+7.77%
% of All Funds
6.71%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
70
Increased
135
Reduced
133
Closed
35
Calls
$1.02M
Puts
$747K
Net Calls
+$277K
Net Calls Change
+$179K
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
301
Cambridge Investment Research Advisors
Iowa
$232K +$232K +3,942 New
OTL
302
Oak Thistle LLC
New York
$232K -$9.18K -156 -4%
BFM
303
Boothbay Fund Management
New York
$230K -$90.1K -1,531 -28%
WB
304
WesBanco Bank
West Virginia
$229K +$229K +3,888 New
Janney Montgomery Scott
305
Janney Montgomery Scott
Pennsylvania
$227K +$227K +3,862 New
AI
306
Accredited Investors
Minnesota
$227K +$227K +3,851 New
AWS
307
Atria Wealth Solutions
New York
$224K +$224K +3,806 New
HWAM
308
Hennion & Walsh Asset Management
New Jersey
$214K +$214K +3,641 New
CAPTRUST Financial Advisors
309
CAPTRUST Financial Advisors
North Carolina
$214K +$214K +3,629 New
AIM
310
Aigen Investment Management
New York
$213K +$213K +3,615 New
TAM
311
Trillium Asset Management
Massachusetts
$212K +$212K +3,604 New
QPW
312
Quantum Private Wealth
Florida
$212K +$212K +3,598 New
SI
313
Stephens Inc
Arkansas
$211K +$211K +3,578 New
CFA
314
CWS Financial Advisors
Michigan
$208K +$208K +3,572 New
GJIC
315
Gamble Jones Investment Counsel
California
$206K
EWA
316
Encompass Wealth Advisors
Oregon
$206K +$206K +3,500 New
BA
317
Ballast Advisors
Minnesota
$200K +$200K +3,403 New
SPIA
318
Steward Partners Investment Advisory
New York
$187K +$67.9K +1,153 +57%
TRCT
319
Tower Research Capital (TRC)
New York
$179K -$164K -2,792 -48%
EI
320
Ellevest Inc
New York
$156K +$40.6K +689 +35%
WT
321
Whittier Trust
California
$138K -$647 -11 -0.5%
O
322
Ossiam
France
$130K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
323
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$124K -$1.7M -28,793 -93%
CI Investments Inc
324
CI Investments Inc
Ontario, Canada
$114K -$22K -375 -16%
PA
325
Parallel Advisors
California
$112K +$71.5K +1,215 +179%