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Donaldson

513 hedge funds and large institutions have $7.31B invested in Donaldson in 2024 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 178 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+13
Holders Change %
+2.6%
% of All Funds
7.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
185
Reduced
178
Closed
40
Calls
$4.4M
Puts
$4.13M
Net Calls
+$271K
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Shares
Change %
PCFFS
426
Pacific Center for Financial Services
California
$71.6K
National Bank of Canada
427
National Bank of Canada
Quebec, Canada
$70.8K
EWA
428
EverSource Wealth Advisors
Alabama
$58.4K +$1.12K +15 +2%
GWM
429
Geneos Wealth Management
Colorado
$57.2K
GG
430
Gleason Group
Kentucky
$56.3K +$215 +3 +0.4%
SS
431
Sunbelt Securities
Texas
$50.3K +$215 +3 +0.4%
MA
432
Montag & Associates
Georgia
$50.1K
AAM
433
Advisors Asset Management
Colorado
$49.9K +$49.9K +697 New
CTC
434
Central Trust Company
Missouri
$47.6K
TCOV
435
Trust Company of Vermont
Vermont
$46.5K
HI
436
Harbour Investments
Wisconsin
$45.4K +$3.08K +43 +7%
FFA
437
Farther Finance Advisors
California
$43.7K +$29.9K +423 +217%
HPC
438
HM Payson & Co
Maine
$43.2K
AAP
439
Arax Advisory Partners
Colorado
$43.2K +$43.2K +603 New
VCM
440
Versant Capital Management
Arizona
$37.9K +$35.4K +494 +1,372%
MG
441
Mather Group
Illinois
$37.6K +$30.2K +404 +408%
LC
442
Lindbrook Capital
California
$37K -$2.93K -41 -7%
WB
443
Webster Bank
Connecticut
$35.4K -$7.16K -100 -17%
VWM
444
Venturi Wealth Management
Texas
$34.6K +$25.7K +359 +290%
QCG
445
Quadrant Capital Group
Ohio
$34.1K +$143 +2 +0.4%
FDCDDQ
446
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.6K
GI
447
GAMMA Investing
California
$29.9K -$31.6K -441 -51%
MRC
448
Millburn Ridgefield Corp
New York
$28.5K +$215 +3 +0.8%
CCA
449
Catalyst Capital Advisors
New York
$28.5K +$215 +3 +0.8%
VSQM
450
V-Square Quantitative Management
Illinois
$28.5K +$9.3K +130 +49%