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Donaldson
DCI

Overview Fund Activity

523 hedge funds and large institutions have $6.89B invested in Donaldson in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 176 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
6.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
67
Increased
180
Reduced
176
Closed
70
Calls
$8.31M
Puts
$2.01M
Net Calls
+$6.3M
Net Calls Change
+$5.32M

Top Buyers

1
SI
1
Scharf Investments
California
$61.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$147M
3
CC
3
Capital Counsel
New York
$44.2M
4
BlackRock
4
BlackRock
New York
$762M
5
FMI
5
Fiduciary Management Inc
Wisconsin
$149M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$10.9M
2
Millennium Management
2
Millennium Management
New York
$2.85M
3
JAM
3
Jupiter Asset Management
United Kingdom
$11.4M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$0
5
TI
5
Trexquant Investment
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFP
376
Leeward Financial Partners
Washington
$235K – – –
MKC
377
M. Kraus & Co
Vermont
$232K -$471 -7 -0.2%
BC
378
Bridgefront Capital
Texas
$232K -$233K -3,453 -50%
DWM
379
Diversify Wealth Management
Utah
$230K -$8.12K -122 -3%
QPW
380
Quantum Private Wealth
Florida
$229K -$7.88K -117 -3%
WTC
381
WhitTier Trust Company
Nevada
$224K – – –
Bessemer Group
382
Bessemer Group
New Jersey
$217K -$59K -877 -21%
PIM
383
Penobscot Investment Management
Massachusetts
$216K – – –
AWE
384
Avidian Wealth Enterprises
Texas
$216K – – –
OPW
385
Osprey Private Wealth
New York
$216K – – –
EFS
386
Essex Financial Services
Connecticut
$215K +$8.02K +119 +4%
PWM
387
Perigon Wealth Management
California
$213K -$4.29K -61 -2%
IFU
388
iSAM Funds (UK)
United Kingdom
$211K -$767K -11,391 -78%
Cambridge Investment Research Advisors
389
Cambridge Investment Research Advisors
Iowa
$210K +$7.34K +109 +4%
LFA
390
Legend Financial Advisors
Pennsylvania
$208K +$208K +3,092 New
NIM
391
Northeast Investment Management
Massachusetts
$207K -$4.38K -65 -2%
OIA
392
OneDigital Investment Advisors
Kansas
$203K +$2.09K +31 +1%
HTHT
393
Hemenway Trust Hemenway Trust
New Hampshire
$202K – – –
IWC
394
Integrated Wealth Concepts
Massachusetts
$201K +$201K +2,985 New
LAM
395
Longboard Asset Management
Arizona
$201K +$201K +2,980 New
SI
396
Stephens Inc
Arkansas
$200K – – –
IA
397
IFP Advisors
Florida
$185K +$89.9K +1,334 +95%
TPCW
398
TD Private Client Wealth
New York
$178K +$7.14K +106 +4%
NCM
399
Northwest Capital Management
Oregon
$155K – – –
HT
400
Headlands Technologies
Illinois
$151K +$133K +1,978 +730%
14 15
16
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