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Donaldson

363 hedge funds and large institutions have $6.14B invested in Donaldson in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 116 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+23
Holders Change %
+6.76%
% of All Funds
8.31%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
49
Increased
116
Reduced
115
Closed
22
Calls
$2.21M
Puts
$1.72M
Net Calls
+$489K
Net Calls Change
+$169K
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
326
Gemmer Asset Management
California
$21K
IP
327
Isthmus Partners
Wisconsin
$19K
JA
328
JOYN Advisors
Georgia
$19K +$6.31K +108 +50%
PCP
329
Proficio Capital Partners
Massachusetts
$18K
OWA
330
One Wealth Advisors
California
$17K
PK
331
Pflug Koory
Nebraska
$17K
CCM
332
Covington Capital Management
California
$17K
CFGS
333
Concourse Financial Group Securities
Alabama
$15K +$15K +260 New
TCM
334
TD Capital Management
Tennessee
$12K
TL
335
TrueWealth LLC
Georgia
$12K
AF
336
Arrow Financial
New York
$12K
RE
337
RBC Europe
United Kingdom
$11.4K
JCM
338
Jacobi Capital Management
Pennsylvania
$10K +$56 +1 +0.6%
WSTAM
339
Wilbanks Smith & Thomas Asset Management
Virginia
$10K +$10K +177 New
VCM
340
Versant Capital Management
Arizona
$9K -$348 -6 -4%
QCG
341
Quadrant Capital Group
Ohio
$9K
HNB
342
Huntington National Bank
Ohio
$8K
TPWA
343
TRUE Private Wealth Advisors
Oregon
$6.35K +$6.35K +109 New
SMFS
344
Squar Milner Financial Services
California
$6K
APA
345
American Portfolios Advisors
New York
$5.99K +$58 +1 +1%
CMBA
346
C.M. Bidwell & Associates
Hawaii
$5K
EARNEST Partners
347
EARNEST Partners
Georgia
$4K
CHC
348
City Holding Co
West Virginia
$4K
FPFS
349
First Personal Financial Services
North Carolina
$4K +$571 +11 +17%
AssetMark Inc
350
AssetMark Inc
California
$3K -$2.94K -45 -49%