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Donaldson
DCI

Overview Fund Activity

406 hedge funds and large institutions have $5.87B invested in Donaldson in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 127 increasing their positions, 150 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+14
Holders Change %
+3.57%
% 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
127
Reduced
150
Closed
39
Calls
$3.19M
Puts
$2.54M
Net Calls
+$648K
Net Calls Change
-$4.46M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$140M
2
AAM
Ardevora Asset Management
United Kingdom
$55.4M
3
RG
Renaissance Group
Kentucky
$28M
4
BlackRock
BlackRock
New York
$650M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$96.5M

Top Sellers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$10.4M
2
CB
Cooke & Bieler
Pennsylvania
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$12.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
401
Carolinas Wealth Consulting
North Carolina
$1K +$1K +15 New
WAP
402
Wealthcare Advisory Partners
Pennsylvania
$1K +$1K +17 New
SWM
403
Sugarloaf Wealth Management
Georgia
$4 – – –
CB
404
Cooke & Bieler
Pennsylvania
– -$30.1M -537,882 Closed
Balyasny Asset Management
405
Balyasny Asset Management
Illinois
– -$23.7M -423,648 Closed
HA
406
Heartland Advisors
Wisconsin
– -$4.32M -77,355 Closed
CCM
407
Cinctive Capital Management
New York
– -$3.78M -67,623 Closed
MSA
408
Mason Street Advisors
Wisconsin
– -$3.77M -67,421 Closed
Marshall Wace
409
Marshall Wace
United Kingdom
– -$1.64M -29,357 Closed
MIP
410
Mondrian Investment Partners
United Kingdom
– -$1.64M -29,326 Closed
Susquehanna International Group
411
Susquehanna International Group
Pennsylvania
– -$1.46M -26,156 Closed
MSE
412
MUFG Securities EMEA
United Kingdom
– -$1.17M -21,000 Closed
GPGA
413
Grandeur Peak Global Advisors
Utah
– -$951K -17,025 Closed
OFA
414
Oak Family Advisors
Illinois
– -$907K -16,233 Closed
DAS
415
Dynamic Advisor Solutions
Arizona
– -$807K -14,448 Closed
QSS
416
Quantitative Systematic Strategies
Florida
– -$805K -14,408 Closed
BA
417
Bridgewater Associates
Connecticut
– -$713K -12,754 Closed
AL
418
AJO LP
Pennsylvania
– -$618K -11,063 Closed
SW
419
SVB Wealth
Massachusetts
– -$409K -7,308 Closed
VF
420
Virtu Financial
New York
– -$402K -7,186 Closed
JF
421
Jump Financial
Illinois
– -$339K -6,069 Closed
BCI
422
Brinker Capital Investments
Pennsylvania
– -$315K -5,634 Closed
FQ
423
First Quadrant
California
– -$259K -4,642 Closed
Cetera Investment Advisers
424
Cetera Investment Advisers
Illinois
– -$243K -4,354 Closed
BF
425
BOK Financial
Oklahoma
– -$235K -4,206 Closed
14 15 16
17
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