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Donaldson

368 hedge funds and large institutions have $5.02B invested in Donaldson in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 119 increasing their positions, 126 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

9% more funds holding

Funds holding: 337368 (+31)

7% more capital invested

Capital invested by funds: $4.69B → $5.02B (+$326M)

0.31% more ownership

Funds ownership: 78.62%78.93% (+0.31%)

6% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 126

Holders
368
Holders Change
+31
Holders Change %
+9.2%
% of All Funds
8.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
57
Increased
119
Reduced
126
Closed
24
Calls
$59K
Puts
Net Calls
+$59K
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Change in
Stake
H
101
HoyleCohen
California
$4.22M +$4.11M +86,286 New
IHL
102
Investment House LLC
California
$4.16M
PAM
103
Palisade Asset Management
Minnesota
$4.14M
MIM
104
MetLife Investment Management
New Jersey
$4.02M +$3.92M +82,192 New
Creative Planning
105
Creative Planning
Kansas
$3.69M +$2.67K +56 +0.1%
Canada Life
106
Canada Life
Manitoba, Canada
$3.68M -$95.3K -2,000 -3%
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$3.26M +$477K +10,000 +18%
MIP
108
Mondrian Investment Partners
United Kingdom
$3.17M +$1.23M +25,736 +66%
RCP
109
Rothschild Capital Partners
New York
$3.16M
MSA
110
Mason Street Advisors
Wisconsin
$3.13M -$50.6K -1,062 -2%
SI
111
Stephens Inc
Arkansas
$3.03M +$429K +8,993 +17%
MKC
112
M. Kraus & Co
Vermont
$2.98M -$123K -2,590 -4%
Bank of Nova Scotia
113
Bank of Nova Scotia
Ontario, Canada
$2.95M +$2.06M +43,200 +253%
BAM
114
Barrett Asset Management
New York
$2.88M -$393K -8,250 -12%
HIC
115
Hartline Investment Corp
Illinois
$2.77M +$9.53K +200 +0.4%
AG
116
Aperio Group
California
$2.76M +$7.48K +157 +0.3%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.67M -$27.6K -579 -1%
Federated Hermes
118
Federated Hermes
Pennsylvania
$2.56M -$413K -8,665 -14%
SCA
119
Secor Capital Advisors
New York
$2.56M +$572K +11,989 +30%
Barclays
120
Barclays
United Kingdom
$2.5M -$3.9M -81,855 -62%
OPERF
121
Oregon Public Employees Retirement Fund
Oregon
$2.41M +$25.3K +531 +1%
ZCA
122
Zeke Capital Advisors
Pennsylvania
$2.4M +$454K +9,530 +24%
AIP
123
Ameritas Investment Partners
Nebraska
$2.39M -$30.8K -646 -1%
Victory Capital Management
124
Victory Capital Management
Texas
$2.35M +$257K +5,395 +13%
AL
125
AJO LP
Pennsylvania
$2.31M +$2.25M +47,300 New