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Donaldson

450 hedge funds and large institutions have $6.1B invested in Donaldson in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 165 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-5
Holders Change %
-1.1%
% of All Funds
7.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
142
Reduced
165
Closed
50
Calls
$1.08M
Puts
$507K
Net Calls
+$572K
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Shares
Change %
ST
301
Sabal Trust
Florida
$334K -$7.46K -125 -2%
LNWWM
302
Laird Norton Wetherby Wealth Management
California
$334K
Mitsubishi UFJ Trust & Banking
303
Mitsubishi UFJ Trust & Banking
Japan
$333K +$86.1K +1,444 +35%
PP
304
PrairieView Partners
Minnesota
$331K
YIH
305
Y-Intercept (HK)
Hong Kong
$328K -$656 -11 -0.2%
GVAG
306
Great Valley Advisor Group
Delaware
$326K +$1.97K +33 +0.6%
DF
307
Donoghue Forlines
Massachusetts
$317K +$317K +5,316 New
II
308
Inspire Investing
Idaho
$306K +$6.2K +104 +2%
QT
309
Quantbot Technologies
New York
$303K +$303K +5,077 New
HTHT
310
Hemenway Trust Hemenway Trust
New Hampshire
$298K -$17.9K -300 -6%
Truist Financial
311
Truist Financial
North Carolina
$298K +$7.69K +129 +3%
WANY
312
Wealthspire Advisors (New York)
New York
$296K +$79K +1,325 +36%
PCM
313
Parsons Capital Management
Rhode Island
$295K
VF
314
Virtu Financial
New York
$288K +$288K +4,828 New
IP
315
Isthmus Partners
Wisconsin
$286K
DI
316
DFPG Investments
Utah
$285K -$44.7K -757 -14%
HWAM
317
Hennion & Walsh Asset Management
New Jersey
$283K -$2.27K -38 -0.8%
SPIA
318
Steward Partners Investment Advisory
New York
$281K +$23.1K +387 +9%
KFS
319
Kurt F. Somerville
$279K -$34K -570 -11%
PP
320
Prudential plc
United Kingdom
$277K -$258K -4,329 -48%
AAS
321
Avantax Advisory Services
Texas
$274K -$7.64K -128 -3%
HIC
322
Hartline Investment Corp
Illinois
$272K
SFG
323
SNS Financial Group
Minnesota
$272K +$11.1K +186 +4%
VI
324
Versor Investments
New York
$271K -$167K -2,800 -38%
OFA
325
Oak Family Advisors
Illinois
$270K