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Donaldson

401 hedge funds and large institutions have $5.11B invested in Donaldson in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 134 increasing their positions, 149 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-22
Holders Change %
-5.2%
% of All Funds
6.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
134
Reduced
149
Closed
62
Calls
$1.78M
Puts
$752K
Net Calls
+$1.02M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
376
Concourse Financial Group Securities
Alabama
$3K -$2.95K -64 -50%
First Manhattan
377
First Manhattan
New York
$3K
VCM
378
Vigilant Capital Management
Maine
$3K
FPS
379
Fieldpoint Private Securities
Connecticut
$2K -$7.33K -165 -79%
JWM
380
Janiczek Wealth Management
Colorado
$2K -$4.2K -86 -68%
MSFP
381
Mark Sheptoff Financial Planning
Connecticut
$2K
VCM
382
Versant Capital Management
Arizona
$2K
ACM
383
AUA Capital Management
Pennsylvania
$2K +$757 +14 +61%
NIC
384
Northwest Investment Counselors
Oregon
$2K +$2K +33 New
CI
385
Cordant Inc
Oregon
$2K +$2K +37 New
FP
386
Financial Perspectives
Minnesota
$1.14K
MPWT
387
MassMutual Private Wealth & Trust
Connecticut
$1K -$2.71K -38 -73%
GWS
388
Glassman Wealth Services
Virginia
$1K -$154 -2 -13%
TFM
389
TFC Financial Management
Massachusetts
$1K
UFF
390
USA Financial Formulas
Michigan
$1K
CFD
391
Creative Financial Designs
Indiana
$1K
FAG
392
Fortitude Advisory Group
Washington
$1K
LIM
393
Longfellow Investment Management
Massachusetts
$1K
SC
394
Schubert & Co
Texas
$1K +$118 +2 +13%
DI
395
Disciplined Investments
Oklahoma
$1K +$1K +19 New
Macquarie Group
396
Macquarie Group
Australia
$115
SWA
397
Sutton Wealth Advisors
Florida
$104 -$624 -12 -86%
Arrowstreet Capital
398
Arrowstreet Capital
Massachusetts
-$20.4M -344,699 Closed
Assenagon Asset Management
399
Assenagon Asset Management
Luxembourg
-$10.5M -177,836 Closed
Nordea Investment Management
400
Nordea Investment Management
Sweden
-$6.97M -118,911 Closed