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Donaldson
DCI

Overview Fund Activity

530 hedge funds and large institutions have $7.39B invested in Donaldson in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 171 increasing their positions, 201 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+17
Holders Change %
+3.31%
% of All Funds
7.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
58
Increased
171
Reduced
201
Closed
37
Calls
$4.25M
Puts
$3.27M
Net Calls
+$974K
Net Calls Change
+$703K

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$13M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$9.97M
3
Renaissance Technologies
Renaissance Technologies
New York
+$9.35M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$8.71M
5
EB
Eastern Bank
Massachusetts
+$8.51M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$42.2M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$28.8M
3
EAM
Eagle Asset Management
Florida
-$18.7M
4
MAM
Martingale Asset Management
Massachusetts
-$12.9M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
376
Farther Finance Advisors
California
$279K +$233K +3,162 +512%
RP
377
Riverwater Partners
Wisconsin
$276K -$3.31K -45 -1%
BA
378
Ballast Advisors
Minnesota
$275K – – –
CPIG
379
Chicago Partners Investment Group
Illinois
$271K +$40.9K +553 +18%
IIM
380
INTECH Investment Management
Florida
$269K -$474K -6,438 -64%
TAM
381
Trillium Asset Management
Massachusetts
$266K – – –
DWM
382
Diversify Wealth Management
Utah
$264K -$15.5K -210 -6%
CIBC Asset Management
383
CIBC Asset Management
Ontario, Canada
$262K +$9.21K +125 +4%
KI
384
Kapitalo Investimentos
Brazil
$262K +$262K +3,549 New
SFS
385
Stiles Financial Services
Minnesota
$261K +$442 +6 +0.2%
FIM
386
Freedom Investment Management
Connecticut
$260K -$32.1K -435 -11%
QPW
387
Quantum Private Wealth
Florida
$259K – – –
EWA
388
Encompass Wealth Advisors
Oregon
$258K – – –
LFP
389
Leeward Financial Partners
Washington
$257K – – –
MKC
390
M. Kraus & Co
Vermont
$254K – – –
WTC
391
WhitTier Trust Company
Nevada
$245K +$23.3K +316 +11%
PA
392
Profund Advisors
Maryland
$243K -$2.87K -39 -1%
PIM
393
Penobscot Investment Management
Massachusetts
$236K – – –
AWE
394
Avidian Wealth Enterprises
Texas
$236K – – –
OPW
395
Osprey Private Wealth
New York
$236K +$236K +3,200 New
NIM
396
Northeast Investment Management
Massachusetts
$231K -$16.8K -228 -7%
MOS
397
MGO One Seven
Ohio
$231K -$5.23K -71 -2%
PWM
398
Perigon Wealth Management
California
$228K -$4.13K -56 -2%
EFS
399
Essex Financial Services
Connecticut
$227K -$13.1K -178 -5%
Cambridge Investment Research Advisors
400
Cambridge Investment Research Advisors
Iowa
$222K -$22.3K -303 -9%
14 15
16
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