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Donaldson

400 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, 119 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-6
Holders Change %
-1.48%
% 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
119
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
Shares
Change %
EARNEST Partners
376
EARNEST Partners
Georgia
$5K
First Manhattan
377
First Manhattan
New York
$4K
SWM
378
Sugarloaf Wealth Management
Georgia
$4K
BFEC
379
Benjamin F. Edwards & Company
Missouri
$4K
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$4K
WQ
381
Wealth Quarterback
New Jersey
$4K +$4K +49 New
H
382
HoyleCohen
California
$3.95K -$19 -299 -0.5%
Nisa Investment Advisors
383
Nisa Investment Advisors
Missouri
$3.37K -$191 -3,000 -5%
HF
384
Halpern Financial
Virginia
$3.05K
MCM
385
Manchester Capital Management
Vermont
$3K
HNB
386
Huntington National Bank
Ohio
$3K
PA
387
Parallel Advisors
California
$3K +$294 +5 +11%
VCM
388
Versant Capital Management
Arizona
$2K -$4.89K -88 -71%
UFF
389
USA Financial Formulas
Michigan
$2K +$2K +25 New
FP
390
Financial Perspectives
Minnesota
$1.4K -$79.9K -1,258 -98%
Lazard Asset Management
391
Lazard Asset Management
New York
$1K -$420K -9,242 -100%
TFM
392
TFC Financial Management
Massachusetts
$1K
LIM
393
Longfellow Investment Management
Massachusetts
$1K
CWC
394
Carolinas Wealth Consulting
North Carolina
$1K
CFD
395
Creative Financial Designs
Indiana
$1K
NFG
396
Next Financial Group
Texas
$1K
FMP
397
Financial Management Professionals
Texas
$1K +$1K +10 New
TPCW
398
TD Private Client Wealth
New York
$445 +$445 +7 New
PFMU
399
Privium Fund Management (UK)
United Kingdom
-$38K -744,888 Closed
Aberdeen Group
400
Aberdeen Group
United Kingdom
-$15.6M -267,635 Closed