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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.

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 %
HWM
476
Hemington Wealth Management
Virginia
$6K +$462 +7 +8%
CFD
477
Creative Financial Designs
Indiana
$5.73K – – –
PB
478
Pinnacle Bancorp
Nebraska
$5.39K +$5.39K +80 New
RJA
479
Ross\Johnson & Associates
Minnesota
$5.39K +$5.39K +80 New
HIW
480
Holos Integrated Wealth
Pennsylvania
$5.25K +$5.25K +78 New
QC
481
Quent Capital
New York
$5.01K – – –
LFA
482
LGT Financial Advisors
Texas
$4.92K – – –
SWM
483
Sugarloaf Wealth Management
Georgia
$4.58K – – –
WWP
484
WR Wealth Planners
Missouri
$3.97K +$3.97K +59 New
AS
485
Altshuler Shaham
Israel
$3.84K +$269 +4 +8%
AssetMark Inc
486
AssetMark Inc
California
$3.5K +$135 +2 +4%
FMII
487
Farmers & Merchants Investments Inc
Nebraska
$3.1K -$202 -3 -6%
CAL
488
Capital Advisors Ltd
Ohio
$3K – – –
CAL
489
Capital Analysts LLC
Pennsylvania
$3K +$77 +1 +3%
CWP
490
Concord Wealth Partners
Virginia
$2.9K – – –
LFG
491
Larson Financial Group
Missouri
$2.9K +$1.35K +20 +87%
AF
492
Allworth Financial
California
$2.72K -$1K -14 -27%
CAS
493
Coppell Advisory Solutions
Texas
$2.62K +$2.62K +39 New
GBT
494
Grove Bank & Trust
Florida
$2.49K +$2.49K +37 New
HCP
495
Hexagon Capital Partners
Arkansas
$2.36K -$1.35K -20 -36%
FGA
496
Fortis Group Advisors
New Jersey
$2.29K – – –
WA
497
Whipplewood Advisors
Colorado
$2.29K +$2.29K +34 New
SWM
498
Spire Wealth Management
Virginia
$2.16K +$2.16K +32 New
T
499
Transce3nd
Texas
$2.16K +$2.16K +32 New
SS
500
SBI Securities
Japan
$2.02K +$2.02K +30 New
18 19
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