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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
GCM
26
Geneva Capital Management
Wisconsin
$43M -$989K -16,548 -2%
MPIA
27
Mountain Pacific Investment Advisers
Idaho
$37.7M +$1.64M +27,463 +4%
Charles Schwab
28
Charles Schwab
California
$36.6M +$376K +6,292 +1%
GF
29
Greenhouse Funds
Maryland
$36.4M +$1.62M +27,025 +5%
Goldman Sachs
30
Goldman Sachs
New York
$36.3M +$14.6M +244,806 +65%
US Bancorp
31
US Bancorp
Minnesota
$34.3M -$8.95M -149,640 -20%
FMW
32
Farr Miller & Washington
District of Columbia
$33.8M +$467K +7,813 +1%
ACA
33
Anchor Capital Advisors
Massachusetts
$33M -$450K -7,524 -1%
Invesco
34
Invesco
Georgia
$32.4M -$12.5M -209,385 -27%
CS
35
Credit Suisse
Switzerland
$30.8M +$7.86M +131,430 +33%
Morgan Stanley
36
Morgan Stanley
New York
$29.7M -$367K -6,136 -1%
MTC
37
McDaniel Terry & Co
Texas
$28.6M +$99.9K +1,671 +0.3%
RG
38
Renaissance Group
Kentucky
$28M +$28.8M +481,963 New
Millennium Management
39
Millennium Management
New York
$27.5M +$6.19M +103,597 +28%
GI
40
GAMCO Investors
Connecticut
$27.2M -$586K -9,800 -2%
CIM
41
Confluence Investment Management
Missouri
$26.4M -$64.8K -1,084 -0.2%
SIM
42
Sprucegrove Investment Management
Ontario, Canada
$26.4M -$3.77M -63,000 -12%
TAM
43
Tocqueville Asset Management
New York
$26.4M +$4.53M +75,823 +20%
CVA
44
Ceredex Value Advisors
Florida
$23.6M -$1.38M -23,000 -5%
N
45
Nuveen
North Carolina
$22.2M +$4.66M +77,918 +26%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$20.8M -$131K -2,194 -0.6%
Bank of America
47
Bank of America
North Carolina
$19.4M +$2.7M +45,176 +16%
EIP
48
Epoch Investment Partners
New York
$18.8M +$179K +2,995 +0.9%
TD Asset Management
49
TD Asset Management
Ontario, Canada
$18.6M +$162K +2,710 +0.9%
Legal & General Group
50
Legal & General Group
United Kingdom
$17.4M +$211K +3,531 +1%