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Donaldson
DCI

Overview Fund Activity

523 hedge funds and large institutions have $6.89B invested in Donaldson in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 176 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
6.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
67
Increased
180
Reduced
176
Closed
70
Calls
$8.31M
Puts
$2.01M
Net Calls
+$6.3M
Net Calls Change
+$5.32M

Top Buyers

1
SI
Scharf Investments
California
$61.7M
2
Morgan Stanley
Morgan Stanley
New York
$147M
3
CC
Capital Counsel
New York
$44.2M
4
BlackRock
BlackRock
New York
$762M
5
FMI
Fiduciary Management Inc
Wisconsin
$149M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$10.9M
2
Millennium Management
Millennium Management
New York
$2.85M
3
JAM
Jupiter Asset Management
United Kingdom
$11.4M
4
CSS
Cubist Systematic Strategies
Connecticut
$0
5
TI
Trexquant Investment
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
301
Renaissance Group
Kentucky
$530K -$4.85K -72 -0.9%
GFA
302
Gallagher Fiduciary Advisors
Illinois
$526K – – –
BPC
303
Bearing Point Capital
Minnesota
$514K +$514K +7,628 New
PMAM
304
Picton Mahoney Asset Management
Ontario, Canada
$508K +$181K +2,685 +55%
PCM
305
Perkins Capital Management
Minnesota
$492K – – –
SOW
306
State of Wyoming
Wyoming
$490K +$8.22K +122 +2%
CPC
307
Consolidated Planning Corp
Georgia
$490K +$169K +2,516 +53%
SCM
308
Sterling Capital Management
North Carolina
$479K +$171K +2,539 +55%
Janney Montgomery Scott
309
Janney Montgomery Scott
Pennsylvania
$475K +$32.4K +482 +7%
WANY
310
Wealthspire Advisors (New York)
New York
$472K +$115K +1,703 +32%
MSRPS
311
Maryland State Retirement & Pension System
Maryland
$462K – – –
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
$459K +$459K +6,818 New
NSAM
313
North Star Asset Management
Wisconsin
$458K -$20.2K -300 -4%
EI
314
Ellevest Inc
New York
$446K -$37.9K -563 -8%
TPI
315
Trust Point Inc
Wisconsin
$441K +$40.2K +597 +10%
FRM
316
Fox Run Management
Connecticut
$424K +$153K +2,265 +56%
Truist Financial
317
Truist Financial
North Carolina
$417K +$19.5K +290 +5%
Twin Tree Management
318
Twin Tree Management
Texas
$415K +$415K +6,165 New
KIM
319
Kestra Investment Management
Texas
$415K +$415K +6,163 New
Aristotle Capital Management
320
Aristotle Capital Management
California
$404K – – –
RGC
321
Roberts, Glore & Co
Illinois
$404K – – –
WF
322
Welch & Forbes
Massachusetts
$402K – – –
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
$398K +$398K +5,914 New
FNBOO
324
First National Bank of Omaha
Nebraska
$398K – – –
TA
325
TFG Advisers
Michigan
$394K +$4.04K +60 +1%
11 12
13
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