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Donaldson

468 hedge funds and large institutions have $6.87B invested in Donaldson in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 173 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
150
Reduced
173
Closed
31
Calls
$3.31M
Puts
$1.37M
Net Calls
+$1.95M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Shares
Change %
RGC
301
Roberts, Glore & Co
Illinois
$405K
STA
302
Summit Trail Advisors
New York
$403K -$29.7K -454 -7%
TA
303
TFG Advisers
Michigan
$400K -$5.82K -89 -1%
ACIM
304
Azimuth Capital Investment Management
Michigan
$395K -$3.27K -50 -0.8%
Aristotle Capital Management
305
Aristotle Capital Management
California
$392K
WF
306
Welch & Forbes
Massachusetts
$390K -$26.1K -400 -6%
FNBOO
307
First National Bank of Omaha
Nebraska
$386K
RJT
308
Raymond James Trust
Florida
$384K +$4.31K +66 +1%
II
309
Inspire Investing
Idaho
$384K +$48.8K +747 +15%
MM
310
MQS Management
New York
$383K +$383K +5,864 New
TPI
311
Trust Point Inc
Wisconsin
$374K +$374K +5,717 New
TCM
312
Teza Capital Management
Illinois
$371K +$371K +5,684 New
LNWWM
313
Laird Norton Wetherby Wealth Management
California
$368K +$1.9K +29 +0.5%
ST
314
Sabal Trust
Florida
$366K
CC
315
Centiva Capital
New York
$364K +$86.9K +1,330 +31%
GVAG
316
Great Valley Advisor Group
Delaware
$359K +$1.83K +28 +0.5%
SAM
317
Shell Asset Management
Netherlands
$356K -$107K -1,642 -23%
PRC
318
Pearl River Capital
Michigan
$352K -$209K -3,193 -37%
SPA
319
Sherbrooke Park Advisers
New York
$351K +$108K +1,660 +45%
SCM
320
Shelton Capital Management
Colorado
$340K -$50.6K -775 -13%
BP
321
Ballentine Partners
Massachusetts
$328K -$138K -2,119 -30%
WANY
322
Wealthspire Advisors (New York)
New York
$325K
PCM
323
Parsons Capital Management
Rhode Island
$323K
Truist Financial
324
Truist Financial
North Carolina
$319K -$7.58K -116 -2%
PP
325
PrairieView Partners
Minnesota
$314K -$49.3K -753 -14%