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Donaldson

401 hedge funds and large institutions have $6.4B invested in Donaldson in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 120 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $4.29M | Put options by funds: $1.68M

9% more capital invested

Capital invested by funds: $5.88B → $6.4B (+$522M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.47% less ownership

Funds ownership: 80.92%80.45% (-0.47%)

1% less funds holding

Funds holding: 407401 (-6)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

23% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 155

Holders
401
Holders Change
-6
Holders Change %
-1.47%
% of All Funds
6.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
120
Reduced
155
Closed
40
Calls
$4.29M
Puts
$1.68M
Net Calls
+$2.61M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
376
Savior LLC
Massachusetts
$5K
TWA
377
TCI Wealth Advisors
Arizona
$5K
BFEC
378
Benjamin F. Edwards & Company
Missouri
$4K
First Manhattan
379
First Manhattan
New York
$4K
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$4K
SWM
381
Sugarloaf Wealth Management
Georgia
$4K
WQ
382
Wealth Quarterback
New Jersey
$4K +$3.03K +49 New
H
383
HoyleCohen
California
$3.95K -$18.5K -299 -0.5%
Nisa Investment Advisors
384
Nisa Investment Advisors
Missouri
$3.37K -$185K -3,000 -5%
HF
385
Halpern Financial
Virginia
$3.05K
HNB
386
Huntington National Bank
Ohio
$3K
MCM
387
Manchester Capital Management
Vermont
$3K
PA
388
Parallel Advisors
California
$3K +$309 +5 +11%
VCM
389
Versant Capital Management
Arizona
$2K -$5.44K -88 -71%
UFF
390
USA Financial Formulas
Michigan
$2K +$1.54K +25 New
FP
391
Financial Perspectives
Minnesota
$1.4K -$77.7K -1,258 -98%
Lazard Asset Management
392
Lazard Asset Management
New York
$1K -$571K -9,242 -100%
CWC
393
Carolinas Wealth Consulting
North Carolina
$1K
CFD
394
Creative Financial Designs
Indiana
$1K
LIM
395
Longfellow Investment Management
Massachusetts
$1K
NFG
396
Next Financial Group
Texas
$1K
TFM
397
TFC Financial Management
Massachusetts
$1K
FMP
398
Financial Management Professionals
Texas
$1K +$618 +10 New
TPCW
399
TD Private Client Wealth
New York
$445 +$433 +7 New
PFMU
400
Privium Fund Management (UK)
United Kingdom
-$38K -744,888 Closed