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Donaldson
DCI

Overview Fund Activity

530 hedge funds and large institutions have $7.39B invested in Donaldson in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 171 increasing their positions, 201 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+17
Holders Change %
+3.31%
% of All Funds
7.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
58
Increased
171
Reduced
201
Closed
37
Calls
$4.25M
Puts
$3.27M
Net Calls
+$974K
Net Calls Change
+$703K

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$13M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$9.97M
3
Renaissance Technologies
Renaissance Technologies
New York
+$9.35M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$8.71M
5
EB
Eastern Bank
Massachusetts
+$8.51M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$42.2M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$28.8M
3
EAM
Eagle Asset Management
Florida
-$18.7M
4
MAM
Martingale Asset Management
Massachusetts
-$12.9M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
501
Capital Advisors Ltd
Ohio
$4K -$3.18K -39 -44%
AS
502
Altshuler Shaham
Israel
$3.91K +$295 +4 +8%
AF
503
Allworth Financial
California
$3.85K +$741 +10 +24%
AssetMark Inc
504
AssetMark Inc
California
$3.69K – – –
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$3.61K – – –
CWP
506
Concord Wealth Partners
Virginia
$3.17K – – –
CAL
507
Capital Analysts LLC
Pennsylvania
$3K – – –
FNWA
508
Financial Network Wealth Advisors
Utah
$2.87K -$958 -13 -25%
FGA
509
Fortis Group Advisors
New Jersey
$2.51K – – –
SIC
510
SJS Investment Consulting
Ohio
$2.21K – – –
BBHC
511
Brown Brothers Harriman & Co
New York
$1.92K +$1.92K +26 New
ATS
512
Ashton Thomas Securities
New York
$1.84K +$1.84K +25 New
LFG
513
Larson Financial Group
Missouri
$1.7K +$1.4K +19 +475%
DPW
514
DiNuzzo Private Wealth
Pennsylvania
$1.62K – – –
VWA
515
Valued Wealth Advisors
Utah
$1.62K – – –
FP
516
Financial Perspectives
Minnesota
$1.62K – – –
BIA
517
Bell Investment Advisors
California
$1.55K – – –
GJWM
518
Gilliland Jeter Wealth Management
Arkansas
$1.47K – – –
TFA
519
Toth Financial Advisory
Virginia
$1.47K – – –
HI
520
Horizon Investments
North Carolina
$1.18K – – –
BWP
521
Baldwin Wealth Partners
Massachusetts
$1.11K +$1.11K +15 New
CFO
522
CVA Family Office
Colorado
$1.11K +$1.11K +15 New
AWM
523
Avior Wealth Management
Nebraska
$737 – – –
LIM
524
Longfellow Investment Management
Massachusetts
$737 – – –
BGAI
525
Bruce G. Allen Investments
Colorado
$663 – – –
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