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Donaldson

455 hedge funds and large institutions have $6.15B invested in Donaldson in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 139 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
7.18%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
44
Increased
139
Reduced
180
Closed
42
Calls
$1.53M
Puts
$1.09M
Net Calls
+$438K
Net Calls Change
-$130K
Name Holding Trade Value Shares
Change
Shares
Change %
ST
301
Sabal Trust
Florida
$358K
CAN
302
Cetera Advisor Networks
California
$354K +$97.3K +1,556 +38%
SOW
303
State of Wyoming
Wyoming
$353K +$43.5K +696 +14%
LNWWM
304
Laird Norton Wetherby Wealth Management
California
$350K -$2.25K -36 -0.6%
DI
305
DFPG Investments
Utah
$349K +$43.4K +694 +14%
PP
306
PrairieView Partners
Minnesota
$347K +$300K +4,800 +637%
YIH
307
Y-Intercept (HK)
Hong Kong
$345K -$146K -2,330 -30%
GVAG
308
Great Valley Advisor Group
Delaware
$339K
HTHT
309
Hemenway Trust Hemenway Trust
New Hampshire
$331K -$18.8K -300 -5%
OQS
310
Occudo Quantitative Strategies
Florida
$330K +$330K +5,283 New
EP
311
Edgestream Partners
New Jersey
$329K +$41.8K +669 +15%
KFS
312
Kurt F. Somerville
$328K -$7.81K -125 -2%
II
313
Inspire Investing
Idaho
$314K +$53.4K +854 +20%
PCM
314
Parsons Capital Management
Rhode Island
$309K
MM
315
MQS Management
New York
$307K +$307K +4,910 New
Truist Financial
316
Truist Financial
North Carolina
$304K -$16.2K -259 -5%
TI
317
Tidal Investments
Wisconsin
$301K +$77.9K +1,248 +35%
IP
318
Isthmus Partners
Wisconsin
$300K
HWAM
319
Hennion & Walsh Asset Management
New Jersey
$299K +$41.9K +672 +16%
HWM
320
HB Wealth Management
Georgia
$297K +$19.4K +310 +7%
AAS
321
Avantax Advisory Services
Texas
$295K +$8.25K +132 +3%
CANY
322
Caxton Associates (New York)
New York
$294K
ACM
323
Anfield Capital Management
California
$286K
HIC
324
Hartline Investment Corp
Illinois
$285K
RP
325
Riverwater Partners
Wisconsin
$284K -$40.2K -643 -12%