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Donaldson

403 hedge funds and large institutions have $5.66B invested in Donaldson in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 118 increasing their positions, 152 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+3
Holders Change %
+0.75%
% of All Funds
7.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
40
Increased
118
Reduced
152
Closed
33
Calls
$1.84M
Puts
$2.82M
Net Calls
-$979K
Net Calls Change
-$3.59M
Name Holding Trade Value Shares
Change
Shares
Change %
EARNEST Partners
376
EARNEST Partners
Georgia
$4K
MPWT
377
MassMutual Private Wealth & Trust
Connecticut
$4K
BFEC
378
Benjamin F. Edwards & Company
Missouri
$4K
CFN
379
Cordasco Financial Network
Florida
$4K
SWM
380
Sugarloaf Wealth Management
Georgia
$4K
Nisa Investment Advisors
381
Nisa Investment Advisors
Missouri
$3.45K +$402 +7,000 +13%
MCM
382
Manchester Capital Management
Vermont
$3K -$120 -2 -4%
First Manhattan
383
First Manhattan
New York
$3K
HNB
384
Huntington National Bank
Ohio
$3K
WQ
385
Wealth Quarterback
New Jersey
$3K
PA
386
Parallel Advisors
California
$3K +$407 +8 +16%
VCM
387
Vigilant Capital Management
Maine
$3K +$3K +50 New
HF
388
Halpern Financial
Virginia
$2.76K
VCM
389
Versant Capital Management
Arizona
$2K
FP
390
Financial Perspectives
Minnesota
$1.26K
CWP
391
Concord Wealth Partners
Virginia
$1K -$9.94K -169 -91%
UFF
392
USA Financial Formulas
Michigan
$1K
NFG
393
Next Financial Group
Texas
$1K
CFD
394
Creative Financial Designs
Indiana
$1K
TFM
395
TFC Financial Management
Massachusetts
$1K
LIM
396
Longfellow Investment Management
Massachusetts
$1K
CWC
397
Carolinas Wealth Consulting
North Carolina
$1K +$286 +6 +40%
TPCW
398
TD Private Client Wealth
New York
$402
SCA
399
Southpoint Capital Advisors
New York
-$25.4M -400,000 Closed
CVA
400
Ceredex Value Advisors
Florida
-$16.7M -263,004 Closed