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Donaldson

454 hedge funds and large institutions have $6.42B invested in Donaldson in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 22

91% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $621K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

13% more capital invested

Capital invested by funds: $5.67B → $6.42B (+$751M)

9% more funds holding

Funds holding: 417454 (+37)

0.81% more ownership

Funds ownership: 80.28%81.09% (+0.81%)

1% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 157

Holders
454
Holders Change
+37
Holders Change %
+8.87%
% of All Funds
7.24%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
64
Increased
156
Reduced
157
Closed
22
Calls
$1.19M
Puts
$621K
Net Calls
+$568K
Net Calls Change
+$291K
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$17.3M -$2.03M -32,300 -11%
Goldman Sachs
52
Goldman Sachs
New York
$17M -$4.82M -76,719 -23%
UBS AM
53
UBS AM
Illinois
$15.2M +$984K +15,653 +7%
Bank of America
54
Bank of America
North Carolina
$14.6M -$2.12M -33,724 -13%
Ameriprise
55
Ameriprise
Minnesota
$14.1M +$2M +31,765 +17%
Prudential Financial
56
Prudential Financial
New Jersey
$14M +$8.38M +133,287 +164%
UBS Group
57
UBS Group
Switzerland
$13.6M -$10.9K -174 -0.1%
CSS
58
Cubist Systematic Strategies
Connecticut
$13.5M +$7.46M +118,699 +136%
Two Sigma Advisers
59
Two Sigma Advisers
New York
$12.9M -$811K -12,900 -6%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$12.4M +$6.53M +103,984 +122%
AIG
61
American International Group
New York
$12.3M -$187K -2,981 -2%
RJA
62
Raymond James & Associates
Florida
$12.2M -$254K -4,047 -2%
SEI Investments
63
SEI Investments
Pennsylvania
$12.1M +$8.36M +133,040 +254%
AllianceBernstein
64
AllianceBernstein
Tennessee
$12M -$820K -13,049 -7%
Assenagon Asset Management
65
Assenagon Asset Management
Luxembourg
$11.6M +$11.2M +177,950 New
SBH
66
Segall Bryant & Hamill
Illinois
$11.1M -$8.42K -134 -0.1%
SIM
67
Sprucegrove Investment Management
Ontario, Canada
$11M -$314K -5,000 -3%
PA
68
Parallel Advisors
California
$11M +$10.4M +165,837 +8,751%
WPC
69
Waters Parkerson & Co
Louisiana
$10.4M -$77K -1,225 -0.8%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$10M -$214K -3,409 -2%
GKIM
71
GW&K Investment Management
Massachusetts
$10M +$1.28M +20,356 +15%
Stifel Financial
72
Stifel Financial
Missouri
$9.84M +$683K +10,861 +8%
CS
73
Credit Suisse
Switzerland
$9.59M +$390K +6,205 +4%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$9.52M +$88.4K +1,407 +1%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$9.5M +$275K +4,369 +3%