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Donaldson
DCI

Overview Fund Activity

416 hedge funds and large institutions have $5.67B invested in Donaldson in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 135 increasing their positions, 133 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+30
Holders Change %
+7.77%
% of All Funds
6.71%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
70
Increased
135
Reduced
133
Closed
35
Calls
$1.02M
Puts
$747K
Net Calls
+$277K
Net Calls Change
+$179K

Top Buyers

1
BlackRock
BlackRock
New York
$658M
2
Morgan Stanley
Morgan Stanley
New York
$77M
3
FMI
Fiduciary Management Inc
Wisconsin
$113M
4
Vanguard Group
Vanguard Group
Pennsylvania
$751M
5
American Century Companies
American Century Companies
Missouri
$68.3M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$17.9M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$76.1M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$0
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$54.1M
5
State Street
State Street
Massachusetts
$382M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
401
SJS Investment Consulting
Ohio
$1.71K +$942 +16 +123%
OIA
402
Optimum Investment Advisors
Illinois
$1.65K – – –
DI
403
Disciplined Investments
Oklahoma
$1.41K – – –
FP
404
Financial Perspectives
Minnesota
$1.3K – – –
SWA
405
Sutton Wealth Advisors
Florida
$1.3K – – –
CFD
406
Creative Financial Designs
Indiana
$1.24K – – –
TFM
407
TFC Financial Management
Massachusetts
$1.18K – – –
CWP
408
Concord Wealth Partners
Virginia
$1K +$1K +17 New
ACM
409
AUA Capital Management
Pennsylvania
$765 -$1.41K -24 -65%
LIM
410
Longfellow Investment Management
Massachusetts
$589 +$295 +5 +100%
GWS
411
Glassman Wealth Services
Virginia
$471 +$353 +6 +300%
TWA
412
TCI Wealth Advisors
Arizona
$412 – – –
TWP
413
TFO Wealth Partners
Ohio
$246 +$246 +1 New
FFA
414
Farther Finance Advisors
California
$235 +$235 +4 New
PA
415
PSI Advisors
Florida
$118 – – –
DRZID
416
DePrince Race & Zollo Inc (DRZ)
Florida
– -$31.1M -635,538 Closed
ECM
417
ExodusPoint Capital Management
New York
– -$4.81M -98,155 Closed
Holocene Advisors
418
Holocene Advisors
New York
– -$2.47M -50,319 Closed
Wealth Enhancement Advisory Services
419
Wealth Enhancement Advisory Services
Minnesota
– -$2.48M -48,946 Closed
Walleye Capital
420
Walleye Capital
New York
– -$1.43M -29,226 Closed
Assenagon Asset Management
421
Assenagon Asset Management
Luxembourg
– -$1.05M -21,455 Closed
ACM
422
AlphaCrest Capital Management
New York
– -$885K -18,062 Closed
AAM
423
Azzad Asset Management
Virginia
– -$776K -16,683 Closed
Skandinaviska Enskilda Banken (SEB)
424
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$740K -15,100 Closed
BA
425
Bridgewater Associates
Connecticut
– -$665K -13,574 Closed
14 15 16
17
18