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Donaldson
DCI

Overview Fund Activity

340 hedge funds and large institutions have $4.72B invested in Donaldson in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 117 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
-7
Holders Change %
-2.02%
% of All Funds
7.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
23
Increased
117
Reduced
118
Closed
29
Calls
$1.34M
Puts
$1.02M
Net Calls
+$320K
Net Calls Change
+$312K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$155M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$69.7M
3
VVP
3
Vulcan Value Partners
Alabama
$19M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$197M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$559M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$6.56M
2
Los Angeles Capital Management
2
Los Angeles Capital Management
California
$431K
3
ZIM
3
Zacks Investment Management
Illinois
$242K
4
EVM
4
Eaton Vance Management
Massachusetts
$9.66M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGI
326
CI Global Investments
California
$4K – – –
CMBA
327
C.M. Bidwell & Associates
Hawaii
$4K – – –
EARNEST Partners
328
EARNEST Partners
Georgia
$3K – – –
CHC
329
City Holding Co
West Virginia
$3K – – –
FPFS
330
First Personal Financial Services
North Carolina
$3K – – –
SPIA
331
Steward Partners Investment Advisory
New York
$3K – – –
MPWT
332
MassMutual Private Wealth & Trust
Connecticut
$2.17K – – –
FHA
333
First Horizon Advisors
Tennessee
$2K – – –
EFSCE
334
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
CAW
335
Cornerstone Advisors (Washington)
Washington
$1K – – –
CFD
336
Creative Financial Designs
Indiana
$1K – – –
OFW
337
Omnia Family Wealth
Florida
$1K – – –
WAP
338
Wealthcare Advisory Partners
Pennsylvania
$1K +$1K +17 New
EMG
339
ETF Managers Group
New Jersey
$62 +$19 +691 +45%
Robeco Institutional Asset Management
340
Robeco Institutional Asset Management
Netherlands
– -$6.73M -149,445 Closed
SCA
341
Secor Capital Advisors
New York
– -$5.89M -130,644 Closed
FQ
342
First Quadrant
California
– -$4.37M -97,030 Closed
Balyasny Asset Management
343
Balyasny Asset Management
Illinois
– -$3.11M -69,037 Closed
ZCA
344
Zeke Capital Advisors
Pennsylvania
– -$2.4M -53,300 Closed
APG Asset Management
345
APG Asset Management
Netherlands
– -$1.48M -40,300 Closed
Man Group
346
Man Group
United Kingdom
– -$1.58M -35,162 Closed
SSA
347
Schonfeld Strategic Advisors
New York
– -$1.2M -26,650 Closed
NAM
348
North American Management
Massachusetts
– -$770K -17,100 Closed
MWNA
349
Marshall Wace North America
New York
– -$626K -13,901 Closed
AIM
350
Assured Investment Management
New York
– -$593K -13,170 Closed
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