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Donaldson
DCI

Overview Fund Activity

361 hedge funds and large institutions have $4.65B invested in Donaldson in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 107 increasing their positions, 130 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
7.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
39
Increased
107
Reduced
130
Closed
32
Calls
$5.78M
Puts
$734K
Net Calls
+$5.05M
Net Calls Change
+$3.13M

Top Buyers

1
SIM
1
Sprucegrove Investment Management
Ontario, Canada
$49.7M
2
GF
2
Greenhouse Funds
Maryland
$22.9M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$21.1M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$41.4M
5
UBS AM
5
UBS AM
Illinois
$52.5M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$546M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$20.8M
3
BlackRock
3
BlackRock
New York
$486M
4
State Street
4
State Street
Massachusetts
$227M
5
FMW
5
Farr Miller & Washington
District of Columbia
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
351
Creative Financial Designs
Indiana
$1K – – –
M
352
MOTCO
Texas
$1K – – –
BWM
353
BNC Wealth Management
Oregon
$1K +$1K +18 New
TFM
354
TFC Financial Management
Massachusetts
$1K +$1K +20 New
JWM
355
Janiczek Wealth Management
Colorado
$1K +$1K +21 New
NFG
356
Next Financial Group
Texas
$1K +$1K +23 New
FGA
357
Fortis Group Advisors
New Jersey
$1K +$1K +34 New
F
358
F3Logic
Minnesota
$490 – – –
FAM
359
Fred Alger Management
New York
– -$4.67M -100,481 Closed
Canada Pension Plan Investment Board
360
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.51M -32,530 Closed
LCM
361
Laurion Capital Management
New York
– -$1.19M -25,613 Closed
QSS
362
Quantitative Systematic Strategies
Florida
– -$1.14M -24,486 Closed
SRAM
363
Stone Ridge Asset Management
New York
– -$1.06M -22,740 Closed
Connor, Clark & Lunn Investment Management (CC&L)
364
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$969K -20,823 Closed
DCM
365
Dupont Capital Management
Delaware
– -$951K -20,434 Closed
WOSD
366
WFA of San Diego
California
– -$1.02M -18,554 Closed
AAM
367
Azzad Asset Management
Virginia
– -$776K -16,683 Closed
OR
368
Olympiad Research
Connecticut
– -$384K -8,249 Closed
DTL
369
Dynamic Technology Lab
Singapore
– -$376K -8,083 Closed
AL
370
AJO LP
Pennsylvania
– -$338K -7,277 Closed
OIA
371
OneDigital Investment Advisors
Kansas
– -$257K -5,518 Closed
SIM
372
Spark Investment Management
New York
– -$251K -5,400 Closed
Voloridge Investment Management
373
Voloridge Investment Management
Florida
– -$244K -5,245 Closed
PAMP
374
Polar Asset Management Partners
Ontario, Canada
– -$205K -4,412 Closed
ACM
375
Azimuth Capital Management
Michigan
– -$200K -4,300 Closed
12 13 14
15
16