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Donaldson

468 hedge funds and large institutions have $6.87B invested in Donaldson in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 150 increasing their positions, 173 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+18
Holders Change %
+4%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
150
Reduced
173
Closed
31
Calls
$3.31M
Puts
$1.37M
Net Calls
+$1.95M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
376
IFP Advisors
Florida
$112K +$7.91K +121 +8%
BSB
377
Bangor Savings Bank
Maine
$108K
UFF
378
USA Financial Formulas
Michigan
$107K +$26.3K +402 +32%
TPCW
379
TD Private Client Wealth
New York
$95.3K +$32.2K +492 +51%
IPW
380
Impact Partnership Wealth
Georgia
$93.9K -$36K -551 -28%
HI
381
Harbour Investments
Wisconsin
$86.6K
C
382
Covestor
United Kingdom
$82K -$393 -6 -0.5%
S
383
SignatureFD
Georgia
$76.6K +$25.4K +389 +50%
MCM
384
Manchester Capital Management
Vermont
$68.9K
EC
385
EntryPoint Capital
New York
$68.5K +$68.5K +1,048 New
T. Rowe Price Investment Management
386
T. Rowe Price Investment Management
Maryland
$67K +$67K +1,017 New
PCFFS
387
Pacific Center for Financial Services
California
$65.4K
National Bank of Canada
388
National Bank of Canada
Quebec, Canada
$64.8K
Fifth Third Bancorp
389
Fifth Third Bancorp
Ohio
$56.3K +$3.53K +54 +7%
GI
390
GAMMA Investing
California
$55.2K +$55.2K +855 New
GWM
391
Geneos Wealth Management
Colorado
$52.3K
GG
392
Gleason Group
Kentucky
$51K +$196 +3 +0.4%
AF
393
Advisornet Financial
Minnesota
$47.8K -$45.5K -697 -49%
BTI
394
Blue Trust Inc
Georgia
$45K +$17.8K +298 +65%
CTC
395
Central Trust Company
Missouri
$43.5K
WB
396
Webster Bank
Connecticut
$42.5K
TCOV
397
Trust Company of Vermont
Vermont
$42.5K
FDCDDQ
398
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.9K
EWA
399
EverSource Wealth Advisors
Alabama
$38K +$1.37K +21 +4%
QCG
400
Quadrant Capital Group
Ohio
$33.7K -$1.31K -20 -4%