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Donaldson
DCI

Overview Fund Activity

392 hedge funds and large institutions have $5.61B invested in Donaldson in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 122 increasing their positions, 135 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+31
Holders Change %
+8.59%
% of All Funds
6.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
67
Increased
122
Reduced
135
Closed
31
Calls
$6.19M
Puts
$1.08M
Net Calls
+$5.11M
Net Calls Change
+$62K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$78.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$221M
3
CVA
3
Ceredex Value Advisors
Florida
$24M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$75.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$673M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$40M
2
Ameriprise
2
Ameriprise
Minnesota
$45.7M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
CB
4
Cooke & Bieler
Pennsylvania
$30.1M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
376
Arkadios Wealth Advisors
Georgia
$4K +$4K +78 New
PA
377
Parallel Advisors
California
$3K -$25.5K -391 -89%
HNB
378
Huntington National Bank
Ohio
$3K – – –
MCM
379
Manchester Capital Management
Vermont
$3K +$2.73K +50 +1,000%
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$3K +$3K +52 New
Jones Financial Companies
381
Jones Financial Companies
Missouri
$2K +$2K +35 New
FCH
382
Freestone Capital Holdings
Washington
$1.73K – – –
FP
383
Financial Perspectives
Minnesota
$1.23K – – –
NFG
384
Next Financial Group
Texas
$1K – – –
CFD
385
Creative Financial Designs
Indiana
$1K – – –
TFM
386
TFC Financial Management
Massachusetts
$1K – – –
M
387
MOTCO
Texas
$1K – – –
LIM
388
Longfellow Investment Management
Massachusetts
$1K +$1K +5 New
Adage Capital Partners
389
Adage Capital Partners
Massachusetts
– -$20.8M -447,787 Closed
LOAME
390
Lombard Odier Asset Management (Europe)
United Kingdom
– -$10.7M -231,173 Closed
MWNA
391
Marshall Wace North America
New York
– -$10.3M -221,726 Closed
Bank of Nova Scotia
392
Bank of Nova Scotia
Ontario, Canada
– -$5.31M -114,400 Closed
HF
393
HRT Financial
New York
– -$2.25M -48,385 Closed
Point72 Asset Management
394
Point72 Asset Management
Connecticut
– -$1.91M -41,200 Closed
PP
395
Paloma Partners
Connecticut
– -$1.55M -33,304 Closed
TI
396
Trexquant Investment
Connecticut
– -$1.24M -26,635 Closed
Capital Fund Management (CFM)
397
Capital Fund Management (CFM)
France
– -$1.04M -22,326 Closed
HPCM
398
Hunter Perkins Capital Management
Illinois
– -$783K -16,865 Closed
CC
399
Cipher Capital
New York
– -$633K -13,638 Closed
NICM
400
Neo Ivy Capital Management
New York
– -$491K -10,584 Closed
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