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Donaldson
DCI

Overview Fund Activity

523 hedge funds and large institutions have $6.89B invested in Donaldson in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 176 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
6.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
67
Increased
180
Reduced
176
Closed
70
Calls
$8.31M
Puts
$2.01M
Net Calls
+$6.3M
Net Calls Change
+$5.32M

Top Buyers

1
SI
1
Scharf Investments
California
$61.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$147M
3
CC
3
Capital Counsel
New York
$44.2M
4
BlackRock
4
BlackRock
New York
$762M
5
FMI
5
Fiduciary Management Inc
Wisconsin
$149M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$10.9M
2
Millennium Management
2
Millennium Management
New York
$2.85M
3
JAM
3
Jupiter Asset Management
United Kingdom
$11.4M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$0
5
TI
5
Trexquant Investment
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
26
AQR Capital Management
Connecticut
$59.7M +$13.1M +194,418 +28%
Charles Schwab
27
Charles Schwab
California
$51.3M +$113K +1,674 +0.2%
Principal Financial Group
28
Principal Financial Group
Iowa
$47.3M -$1.18M -17,514 -2%
GCM
29
Geneva Capital Management
Wisconsin
$47M -$605K -8,983 -1%
Impax Asset Management Group
30
Impax Asset Management Group
United Kingdom
$45.9M -$1.03M -15,501 -2%
GF
31
Gabelli Funds
New York
$45.7M -$424K -6,300 -0.9%
CC
32
Capital Counsel
New York
$44.2M +$36.7M +545,457 +489%
T. Rowe Price Investment Management
33
T. Rowe Price Investment Management
Maryland
$42.2M +$17.4M +258,800 +70%
HighTower Advisors
34
HighTower Advisors
Illinois
$40.5M +$85.9K +1,276 +0.2%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$38.7M +$10.7M +158,487 +38%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$38.3M +$1.38M +20,495 +4%
MTC
37
McDaniel Terry & Co
Texas
$37.8M +$3.27M +48,485 +9%
UBS Group
38
UBS Group
Switzerland
$34.5M +$5.44M +80,826 +19%
Wells Fargo
39
Wells Fargo
California
$33.7M -$944K -14,014 -3%
Voloridge Investment Management
40
Voloridge Investment Management
Florida
$33.4M +$7.54M +111,895 +29%
MPIA
41
Mountain Pacific Investment Advisers
Idaho
$31.7M -$507K -7,533 -2%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$31.7M +$2.09M +31,064 +7%
ProShare Advisors
43
ProShare Advisors
Maryland
$30.5M +$511K +7,583 +2%
UBS AM
44
UBS AM
Illinois
$29.4M +$451K +6,696 +2%
Prudential Financial
45
Prudential Financial
New Jersey
$28.1M -$3.8M -56,350 -12%
GI
46
GAMCO Investors
Connecticut
$26.2M -$970K -14,400 -4%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$25.1M -$92.7K -1,376 -0.4%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$24.7M -$213K -3,166 -0.9%
ERIM
49
Eagle Ridge Investment Management
Connecticut
$23M -$190K -2,827 -0.8%
CIM
50
Confluence Investment Management
Missouri
$22.1M -$299K -4,439 -1%
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