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Donaldson

368 hedge funds and large institutions have $5.02B invested in Donaldson in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 119 increasing their positions, 126 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more funds holding

Funds holding: 337368 (+31)

7% more capital invested

Capital invested by funds: $4.69B → $5.02B (+$326M)

0.31% more ownership

Funds ownership: 78.62%78.93% (+0.31%)

6% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 126

Holders
368
Holders Change
+31
Holders Change %
+9.2%
% of All Funds
8.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
57
Increased
119
Reduced
126
Closed
24
Calls
$59K
Puts
Net Calls
+$59K
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$39.2M -$1.15M -24,121 -3%
BHIA
27
Birch Hill Investment Advisors
Massachusetts
$38.2M +$130K +2,725 +0.4%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$37.2M -$28.6K -600 -0.1%
Morgan Stanley
29
Morgan Stanley
New York
$34.2M -$2.53M -53,062 -7%
MPIA
30
Mountain Pacific Investment Advisers
Idaho
$32.6M +$225K +4,725 +0.7%
Wells Fargo
31
Wells Fargo
California
$30.3M +$1.21M +25,487 +4%
Millennium Management
32
Millennium Management
New York
$29.9M -$11.6M -243,124 -28%
FQ
33
First Quadrant
California
$27.2M +$15.8K +331 +0.1%
FMW
34
Farr Miller & Washington
District of Columbia
$27.1M -$57.9K -1,214 -0.2%
SIC
35
Schwartz Investment Counsel
Michigan
$26.5M -$477K -10,000 -2%
MTC
36
McDaniel Terry & Co
Texas
$26.1M -$107K -2,251 -0.4%
MWNA
37
Marshall Wace North America
New York
$23.3M +$6.98M +146,504 +44%
CB
38
Cooke & Bieler
Pennsylvania
$21.7M +$2.14M +44,803 +11%
Charles Schwab
39
Charles Schwab
California
$21.6M +$732K +15,363 +4%
Ameriprise
40
Ameriprise
Minnesota
$21.2M +$637K +13,365 +3%
CIM
41
Confluence Investment Management
Missouri
$17.2M +$236K +4,948 +1%
Deutsche Bank
42
Deutsche Bank
Germany
$16.5M -$1.85M -38,779 -10%
Renaissance Technologies
43
Renaissance Technologies
New York
$15.7M +$5.11M +107,248 +50%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$15.6M +$579K +12,155 +4%
WP
45
WMS Partners
Maryland
$15.4M
Goldman Sachs
46
Goldman Sachs
New York
$15.3M -$5.73M -120,262 -28%
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$14.9M +$1.83M +38,333 +14%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$14.5M -$389K -8,159 -3%
AIG
49
American International Group
New York
$13.2M +$47.6K +999 +0.4%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$13.1M -$28.2K -591 -0.2%