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Donaldson

500 hedge funds and large institutions have $7.72B invested in Donaldson in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 157 increasing their positions, 181 reducing their positions, and 31 closing their positions.

Holders
500
Holders Change
+32
Holders Change %
+6.84%
% of All Funds
7.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
66
Increased
157
Reduced
181
Closed
31
Calls
$7.93M
Puts
$3.74M
Net Calls
+$4.19M
Net Calls Change
+$2.24M
Name Market Value Shares Shares
Change
Shares
Change %
VCM
476
Versant Capital Management
Arizona
$2.69K 36
AFWM
477
Abich Financial Wealth Management
Virginia
$2.61K 35 +5 +17%
UB
478
UMB Bank
Missouri
$2.61K 35 +35 New
FGA
479
Fortis Group Advisors
New Jersey
$2.54K 34 -34 -50%
SIC
480
SJS Investment Consulting
Ohio
$2.24K 30
HCP
481
Hexagon Capital Partners
Arkansas
$2.24K 30 +30 New
FP
482
Financial Perspectives
Minnesota
$1.64K 22
BCMLT
483
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.64K 22 +22 New
CA
484
Clearstead Advisors
Ohio
$1.64K 22
BIA
485
Bell Investment Advisors
California
$1.57K 21
TFM
486
TFC Financial Management
Massachusetts
$1.5K 20
VWA
487
Valued Wealth Advisors
Utah
$1.49K 20 +20 New
GJWM
488
Gilliland Jeter Wealth Management
Arkansas
$1.49K 20 +20 New
TFA
489
Toth Financial Advisory
Virginia
$1.49K 20 +20 New
DPW
490
DiNuzzo Private Wealth
Pennsylvania
$1.42K 19
HI
491
Horizon Investments
North Carolina
$1.2K 16 +16 New
IFAM
492
Institutional & Family Asset Management
Colorado
$1.12K 15 +9 +150%
AW
493
Avion Wealth
Texas
$1K 8
SWM
494
Spire Wealth Management
Virginia
$930 12 +12 New
LIM
495
Longfellow Investment Management
Massachusetts
$747 10
BGAI
496
Bruce G. Allen Investments
Colorado
$672 9
TWP
497
TFO Wealth Partners
Ohio
$299 4
CTA
498
Colonial Trust Advisors
South Carolina
$299 4 +4 New
BF
499
BOK Financial
Oklahoma
$296 4
PA
500
PSI Advisors
Florida
$149 2