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Donaldson
DCI

Overview Fund Activity

340 hedge funds and large institutions have $4.72B invested in Donaldson in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 117 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
-7
Holders Change %
-2.02%
% of All Funds
7.79%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
23
Increased
117
Reduced
118
Closed
29
Calls
$1.34M
Puts
$1.02M
Net Calls
+$320K
Net Calls Change
+$312K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$155M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$69.7M
3
VVP
3
Vulcan Value Partners
Alabama
$19M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$197M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$559M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$6.56M
2
Los Angeles Capital Management
2
Los Angeles Capital Management
California
$431K
3
ZIM
3
Zacks Investment Management
Illinois
$242K
4
EVM
4
Eaton Vance Management
Massachusetts
$9.66M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
101
Mason Street Advisors
Wisconsin
$3.01M +$61.5K +1,363 +2%
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$3M – – –
RCP
103
Rothschild Capital Partners
New York
$2.93M – – –
MKC
104
M. Kraus & Co
Vermont
$2.72M -$14.4K -320 -0.5%
HIC
105
Hartline Investment Corp
Illinois
$2.55M – – –
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$2.3M +$65.9K +1,461 +3%
AIP
107
Ameritas Investment Partners
Nebraska
$2.3M -$21.6K -479 -0.9%
Federated Hermes
108
Federated Hermes
Pennsylvania
$2.25M -$47.2K -1,047 -2%
Brown Advisory
109
Brown Advisory
Maryland
$2.23M -$45.1K -1,000 -2%
BAM
110
Barrett Asset Management
New York
$2.17M -$480K -10,650 -18%
SOMRS
111
State of Michigan Retirement System
Michigan
$2.16M +$22.6K +500 +1%
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.07M -$590K -13,081 -22%
Barclays
113
Barclays
United Kingdom
$2.04M -$3.02M -66,902 -60%
Stifel Financial
114
Stifel Financial
Missouri
$1.98M +$126K +2,800 +7%
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$1.97M +$33.7K +747 +2%
Pacer Advisors
116
Pacer Advisors
Pennsylvania
$1.82M +$195K +4,311 +12%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$1.8M -$280K -6,210 -13%
HBT
118
Hills Bank & Trust
Iowa
$1.8M -$76.1K -1,685 -4%
AG
119
Aperio Group
California
$1.71M -$428K -9,486 -20%
Neuberger Berman Group
120
Neuberger Berman Group
New York
$1.66M – – –
CCA
121
Conestoga Capital Advisors
Pennsylvania
$1.66M +$236K +5,225 +17%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$1.64M -$496 -11 -0%
LSERS
123
Louisiana State Employees Retirement System
Louisiana
$1.58M +$45.1K +1,000 +3%
COPPSERS
124
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.58M +$1.35K +30 +0.1%
AAM
125
Azzad Asset Management
Virginia
$1.55M +$129K +2,863 +9%
3 4
5
6 7