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Donaldson
DCI

Overview Fund Activity

386 hedge funds and large institutions have $4.9B invested in Donaldson in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 127 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.67%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
134
Reduced
127
Closed
36
Calls
$803K
Puts
$705K
Net Calls
+$98K
Net Calls Change
+$104K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$111M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$66.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.3M
4
American Century Companies
4
American Century Companies
Missouri
$49.9M
5
State Street
5
State Street
Massachusetts
$338M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$136M
2
Millennium Management
2
Millennium Management
New York
$4.31M
3
BlackRock
3
BlackRock
New York
$522M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$75.7M
5
SIM
5
Sprucegrove Investment Management
Ontario, Canada
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
376
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
DI
377
Disciplined Investments
Oklahoma
$1K +$83 +2 +9%
SIC
378
SJS Investment Consulting
Ohio
$1K +$1K +13 New
OIA
379
Optimum Investment Advisors
Illinois
$1K +$1K +28 New
FHA
380
First Horizon Advisors
Tennessee
$1K +$1K +34 New
Bank of Montreal
381
Bank of Montreal
Ontario, Canada
$742 -$533 -10,143 -42%
ZIM
382
Zacks Investment Management
Illinois
– -$5.99M -124,465 Closed
EP
383
Edgestream Partners
New Jersey
– -$1.04M -21,633 Closed
TC
384
TwinBeech Capital
New York
– -$1M -20,821 Closed
N
385
Natixis
France
– -$948K -19,700 Closed
EGM
386
Engineers Gate Manager
New York
– -$897K -18,639 Closed
SG Americas Securities
387
SG Americas Securities
New York
– -$838K -17,415 Closed
PP
388
PDT Partners
New York
– -$734K -15,256 Closed
E
389
Ergoteles
New York
– -$657K -13,643 Closed
TCM
390
Twin Capital Management
Pennsylvania
– -$624K -12,965 Closed
MFS
391
Mirabella Financial Services
United Kingdom
– -$610K -12,679 Closed
Wellington Management Group
392
Wellington Management Group
Massachusetts
– -$584K -12,130 Closed
CANY
393
Caxton Associates (New York)
New York
– -$583K -12,112 Closed
OMC
394
Old Mission Capital
Illinois
– -$297K -6,179 Closed
TSS
395
Two Sigma Securities
New York
– -$291K -6,035 Closed
HIC
396
Hartline Investment Corp
Illinois
– -$255K -4,556 Closed
SF
397
Synovus Financial
Georgia
– -$213K -4,440 Closed
Pacer Advisors
398
Pacer Advisors
Pennsylvania
– -$202K -4,191 Closed
WB
399
WesBanco Bank
West Virginia
– -$202K -4,188 Closed
JFGIW
400
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$176K -3,655 Closed
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16
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