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Donaldson

530 hedge funds and large institutions have $7.39B invested in Donaldson in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 171 increasing their positions, 201 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+17
Holders Change %
+3.31%
% of All Funds
7.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
171
Reduced
201
Closed
37
Calls
$4.25M
Puts
$3.27M
Net Calls
+$974K
Net Calls Change
+$703K
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$588K -$38.2K -517 -6%
RG
302
Renaissance Group
Kentucky
$585K -$23.9K -324 -4%
GFA
303
Gallagher Fiduciary Advisors
Illinois
$576K
RJT
304
Raymond James Trust
Florida
$565K +$146K +1,986 +35%
AP
305
Advisors Preferred
Maryland
$562K +$562K +7,676 New
NGA
306
Naples Global Advisors
Florida
$554K +$554K +7,512 New
Jones Financial Companies
307
Jones Financial Companies
Missouri
$552K +$412K +5,580 +294%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$551K +$109K +1,477 +25%
DF
309
Donoghue Forlines
Massachusetts
$539K +$44.7K +607 +9%
PCM
310
Perkins Capital Management
Minnesota
$538K -$117K -1,584 -18%
EI
311
Ellevest Inc
New York
$529K -$61.4K -833 -10%
SOW
312
State of Wyoming
Wyoming
$527K -$29.6K -402 -5%
NSAM
313
North Star Asset Management
Wisconsin
$524K -$1.11K -15 -0.2%
PCM
314
Prelude Capital Management
New York
$523K -$16.7K -226 -3%
ET
315
Entropy Technologies
New York
$520K -$393K -5,329 -43%
Verition Fund Management
316
Verition Fund Management
Connecticut
$516K -$685K -9,301 -57%
OR
317
Olympiad Research
Connecticut
$515K -$46.8K -635 -8%
BC
318
Bridgefront Capital
Texas
$508K +$508K +6,893 New
MSRPS
319
Maryland State Retirement & Pension System
Maryland
$506K -$175K -2,381 -26%
Janney Montgomery Scott
320
Janney Montgomery Scott
Pennsylvania
$485K +$206K +2,788 +74%
FC
321
FORA Capital
Florida
$460K +$460K +6,248 New
Marshall Wace
322
Marshall Wace
United Kingdom
$454K +$454K +6,163 New
Aristotle Capital Management
323
Aristotle Capital Management
California
$442K
RGC
324
Roberts, Glore & Co
Illinois
$442K -$1.84K -25 -0.4%
WF
325
Welch & Forbes
Massachusetts
$440K