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Donaldson

407 hedge funds and large institutions have $5.88B invested in Donaldson in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

26% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $2.54M

3% more funds holding

Funds holding: 394407 (+13)

5% more capital invested

Capital invested by funds: $5.61B → $5.88B (+$263M)

0.59% more ownership

Funds ownership: 80.34%80.92% (+0.59%)

15% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 150

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
407
Holders Change
+13
Holders Change %
+3.3%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
54
Increased
128
Reduced
150
Closed
40
Calls
$3.19M
Puts
$2.54M
Net Calls
+$648K
Net Calls Change
-$4.46M
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
401
TFC Financial Management
Massachusetts
$1K
CWC
402
Carolinas Wealth Consulting
North Carolina
$1K +$897 +15 New
WAP
403
Wealthcare Advisory Partners
Pennsylvania
$1K +$1.02K +17 New
SWM
404
Sugarloaf Wealth Management
Georgia
$4
CB
405
Cooke & Bieler
Pennsylvania
-$30.1M -537,882 Closed
Balyasny Asset Management
406
Balyasny Asset Management
Illinois
-$23.7M -423,648 Closed
HA
407
Heartland Advisors
Wisconsin
-$4.32M -77,355 Closed
CCM
408
Cinctive Capital Management
New York
-$3.78M -67,623 Closed
MSA
409
Mason Street Advisors
Wisconsin
-$3.77M -67,421 Closed
Marshall Wace
410
Marshall Wace
United Kingdom
-$1.64M -29,357 Closed
MIP
411
Mondrian Investment Partners
United Kingdom
-$1.64M -29,326 Closed
Susquehanna International Group
412
Susquehanna International Group
Pennsylvania
-$1.56M -26,156 Closed
MSE
413
MUFG Securities EMEA
United Kingdom
-$1.17M -21,000 Closed
GPGA
414
Grandeur Peak Global Advisors
Utah
-$951K -17,025 Closed
OFA
415
Oak Family Advisors
Illinois
-$907K -16,233 Closed
DAS
416
Dynamic Advisor Solutions
Arizona
-$807K -14,448 Closed
QSS
417
Quantitative Systematic Strategies
Florida
-$805K -14,408 Closed
BA
418
Bridgewater Associates
Connecticut
-$713K -12,754 Closed
AL
419
AJO LP
Pennsylvania
-$618K -11,063 Closed
SW
420
SVB Wealth
Massachusetts
-$409K -7,308 Closed
VF
421
Virtu Financial
New York
-$402K -7,186 Closed
JF
422
Jump Financial
Illinois
-$339K -6,069 Closed
BCI
423
Brinker Capital Investments
Pennsylvania
-$315K -5,634 Closed
FQ
424
First Quadrant
California
-$259K -4,642 Closed
Cetera Investment Advisers
425
Cetera Investment Advisers
Illinois
-$243K -4,354 Closed