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Donaldson

453 hedge funds and large institutions have $6.42B invested in Donaldson in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 156 increasing their positions, 156 reducing their positions, and 22 closing their positions.

Holders
453
Holders Change
+37
Holders Change %
+8.89%
% of All Funds
7.25%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
64
Increased
156
Reduced
156
Closed
22
Calls
$1.19M
Puts
$621K
Net Calls
+$568K
Net Calls Change
+$291K
Name Market Value Shares Shares
Change
Shares
Change %
BA
351
Ballast Advisors
Minnesota
$222K 3,403
VF
352
Virtu Financial
New York
$222K 3,403 +3,403 New
SI
353
Stephens Inc
Arkansas
$215K 3,298 -280 -8%
Bank of Nova Scotia
354
Bank of Nova Scotia
Ontario, Canada
$214K 3,281 +3,281 New
SM
355
Sciencast Management
New Jersey
$214K 3,400 +3,400 New
EI
356
Ellevest Inc
New York
$209K 3,200 +557 +21%
AWE
357
Avidian Wealth Enterprises
Texas
$209K 3,200 +3,200 New
PIM
358
Penobscot Investment Management
Massachusetts
$209K 3,200 +3,200 New
CAM
359
Cresset Asset Management
Illinois
$203K 3,106 +3,106 New
CIC
360
Carnegie Investment Counsel
Ohio
$203K 3,100 +3,100 New
WTC
361
WhitTier Trust Company
Nevada
$201K 3,077 -1,631 -35%
WB
362
WesBanco Bank
West Virginia
$200K 3,065 -823 -21%
MIA
363
Milestone Investment Advisors
Wisconsin
$190K 2,910 +2,910 New
Pacer Advisors
364
Pacer Advisors
Pennsylvania
$180K 2,759 -24,477 -90%
ETC
365
Exchange Traded Concepts
Oklahoma
$177K 2,711 +2,617 +2,784%
WT
366
Whittier Trust
California
$153K 2,338
CI Investments Inc
367
CI Investments Inc
Ontario, Canada
$129K 1,971 +32 +2%
UFF
368
USA Financial Formulas
Michigan
$124K 1,898 +1,898 New
BEI
369
Benjamin Edwards Inc
Missouri
$120K 1,830 -9 -0.5%
BFPW
370
BOK Financial Private Wealth
Colorado
$114K 1,740
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$99K 1,519 +20 +1%
C
372
Covestor
United Kingdom
$99K 1,509 +279 +23%
JWM
373
Janiczek Wealth Management
Colorado
$98.6K 1,558
AF
374
Advisornet Financial
Minnesota
$93.5K 1,431 +3 +0.2%
HI
375
Harbour Investments
Wisconsin
$84.4K 1,292