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Donaldson
DCI

Overview Fund Activity

386 hedge funds and large institutions have $4.9B invested in Donaldson in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 127 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.67%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
134
Reduced
127
Closed
36
Calls
$803K
Puts
$705K
Net Calls
+$98K
Net Calls Change
+$104K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$111M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$66.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.3M
4
American Century Companies
4
American Century Companies
Missouri
$49.9M
5
State Street
5
State Street
Massachusetts
$338M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$136M
2
Millennium Management
2
Millennium Management
New York
$4.31M
3
BlackRock
3
BlackRock
New York
$522M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$75.7M
5
SIM
5
Sprucegrove Investment Management
Ontario, Canada
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
26
Geneva Capital Management
Wisconsin
$35.2M +$1.3M +26,428 +4%
MPIA
27
Mountain Pacific Investment Advisers
Idaho
$34.6M -$147K -2,998 -0.4%
HighTower Advisors
28
HighTower Advisors
Illinois
$31.7M +$155K +3,156 +0.5%
DRZID
29
DePrince Race & Zollo Inc (DRZ)
Florida
$31.1M -$959K -19,563 -3%
EIP
30
Epoch Investment Partners
New York
$29.7M +$3.39M +69,255 +13%
Invesco
31
Invesco
Georgia
$27.3M -$1.93M -39,387 -7%
US Bancorp
32
US Bancorp
Minnesota
$27.3M +$462K +9,429 +2%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$27M +$2.96M +59,550 +12%
MTC
34
McDaniel Terry & Co
Texas
$25.4M +$237K +4,842 +0.9%
ProShare Advisors
35
ProShare Advisors
Maryland
$25.2M +$2.55M +52,119 +11%
Wells Fargo
36
Wells Fargo
California
$24.6M -$388K -7,926 -2%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$22.8M -$1.15M -23,532 -5%
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$21.9M +$404K +8,239 +2%
GI
39
GAMCO Investors
Connecticut
$20.8M -$858K -17,500 -4%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$19.1M +$1M +20,426 +6%
EVM
41
Eaton Vance Management
Massachusetts
$18.1M -$1.13M -23,139 -6%
Retirement Systems of Alabama
42
Retirement Systems of Alabama
Alabama
$16.4M -$49.3K -1,005 -0.3%
AQR Capital Management
43
AQR Capital Management
Connecticut
$16.1M -$4.71M -96,062 -23%
CIM
44
Confluence Investment Management
Missouri
$16.1M +$358K +7,301 +2%
Goldman Sachs
45
Goldman Sachs
New York
$15.5M +$1.42M +28,965 +10%
Swiss National Bank
46
Swiss National Bank
Switzerland
$14.4M +$103K +2,100 +0.7%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$14.1M +$704K +14,369 +5%
Bank of America
48
Bank of America
North Carolina
$14M +$3.22M +65,603 +30%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$13.8M +$527K +10,757 +4%
SIM
50
Sprucegrove Investment Management
Ontario, Canada
$13.4M -$6.07M -123,900 -31%
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