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Donaldson
DCI

Overview Fund Activity

386 hedge funds and large institutions have $4.9B invested in Donaldson in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 127 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.67%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
134
Reduced
127
Closed
36
Calls
$803K
Puts
$705K
Net Calls
+$98K
Net Calls Change
+$104K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$111M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$66.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.3M
4
American Century Companies
4
American Century Companies
Missouri
$49.9M
5
State Street
5
State Street
Massachusetts
$338M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$136M
2
Millennium Management
2
Millennium Management
New York
$4.31M
3
BlackRock
3
BlackRock
New York
$522M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$75.7M
5
SIM
5
Sprucegrove Investment Management
Ontario, Canada
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
351
JNBA Financial Advisors
Minnesota
$5K – – –
PFA
352
Professional Financial Advisors
Nebraska
$5K +$47 +1 +1%
QCG
353
Quadrant Capital Group
Ohio
$5K +$472 +10 +10%
First Eagle Investment Management
354
First Eagle Investment Management
New York
$5K +$2.86K +59 +134%
SWM
355
Sugarloaf Wealth Management
Georgia
$4K – – –
EARNEST Partners
356
EARNEST Partners
Georgia
$4K – – –
BCMLT
357
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K – – –
PTC
358
Private Trust Company
Ohio
$4K – – –
SC
359
Schubert & Co
Texas
$4K +$1.38K +28 +53%
Bessemer Group
360
Bessemer Group
New Jersey
$3K -$6.17K -109 -67%
BFEC
361
Benjamin F. Edwards & Company
Missouri
$3K – – –
First Manhattan
362
First Manhattan
New York
$3K – – –
Walleye Trading
363
Walleye Trading
New York
$3K +$3K +57 New
FMII
364
Farmers & Merchants Investments Inc
Nebraska
$3K +$3K +57 New
ACM
365
AUA Capital Management
Pennsylvania
$2K – – –
MCM
366
Manchester Capital Management
Vermont
$2K – – –
VCM
367
Versant Capital Management
Arizona
$2K – – –
BIA
368
Bell Investment Advisors
California
$2K +$645 +10 +48%
CAL
369
Capital Advisors Ltd
Ohio
$2K +$1.22K +30 +158%
HR
370
Howe & Rusling
New York
$2K +$2K +31 New
QC
371
Quent Capital
New York
$2K +$2K +34 New
FP
372
Financial Perspectives
Minnesota
$1.08K – – –
SWA
373
Sutton Wealth Advisors
Florida
$1.08K – – –
MPWT
374
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
CFD
375
Creative Financial Designs
Indiana
$1K – – –
13 14
15
16 17