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Donaldson

403 hedge funds and large institutions have $5.66B invested in Donaldson in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 118 increasing their positions, 152 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+3
Holders Change %
+0.75%
% of All Funds
7.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
40
Increased
118
Reduced
152
Closed
33
Calls
$1.84M
Puts
$2.82M
Net Calls
-$979K
Net Calls Change
-$3.59M
Name Holding Trade Value Shares
Change
Shares
Change %
ZB
326
Zions Bancorporation
Utah
$61K +$61K +1,060 New
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$60K +$2K +35 +3%
JFGIW
328
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$57K
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$56K -$630 -11 -1%
CTC
330
Central Trust Company
Missouri
$47K
TWM
331
Tradition Wealth Management
Minnesota
$47K +$57 +1 +0.1%
ADL
332
Asset Dedication LLC
California
$46K +$1.43K +24 +3%
PP
333
PrairieView Partners
Minnesota
$43K
GG
334
Gleason Group
Kentucky
$43K +$114 +2 +0.3%
CCA
335
Column Capital Advisors
Indiana
$42K -$3.23K -56 -7%
MA
336
MUFG Americas
New York
$41K +$6.64K +116 +19%
SIM
337
Sonora Investment Management
Arizona
$40K
ST
338
Sageworth Trust
Pennsylvania
$40K
SOW
339
State of Wyoming
Wyoming
$36K -$10.6K -186 -23%
RTC
340
Riverview Trust Company
Washington
$35K
IA
341
IFP Advisors
Florida
$35K
HPC
342
HM Payson & Co
Maine
$34K
JCM
343
Jacobi Capital Management
Pennsylvania
$34K +$114 +2 +0.3%
BEI
344
Benjamin Edwards Inc
Missouri
$34K +$34K +586 New
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$33K -$8.53K -150 -21%
EBA
346
Eagle Bay Advisors
New York
$28K +$14K +255 +100%
Lazard Asset Management
347
Lazard Asset Management
New York
$28K +$26.7K +470 +2,136%
FF
348
FourThought Financial
Florida
$26K
S
349
SignatureFD
Georgia
$24K -$757 -13 -3%
GKWIM
350
Gerber Kawasaki Wealth & Investment Management
California
$24K +$24K +425 New