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Donaldson
DCI

Overview Fund Activity

346 hedge funds and large institutions have $5.2B invested in Donaldson in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 117 reducing their positions, and 57 closing their positions.

Holders
346
Holders Change
-24
Holders Change %
-6.49%
% of All Funds
7.5%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
35
Increased
116
Reduced
117
Closed
57
Calls
$876K
Puts
$415K
Net Calls
+$461K
Net Calls Change
+$283K

Top Buyers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$48.8M
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$81.5M
3
State Street
3
State Street
Massachusetts
$288M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$35M
5
BTW
5
Boston Trust Walden
Massachusetts
$96.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$7.57M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.4M
3
Ameriprise
3
Ameriprise
Minnesota
$49.5M
4
SIC
4
Schwartz Investment Counsel
Michigan
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$165M
Name Market Value Shares Shares
Change 		Shares
Change %
TD Asset Management
101
TD Asset Management
Ontario, Canada
$2.77M 55,391 -37,210 -40%
MIP
102
Mondrian Investment Partners
United Kingdom
$2.74M 54,645 – –
Treasurer of the State of North Carolina
103
Treasurer of the State of North Carolina
North Carolina
$2.6M 51,910 +401 +0.8%
OPERF
104
Oregon Public Employees Retirement Fund
Oregon
$2.56M 51,106 -588 -1%
MKC
105
M. Kraus & Co
Vermont
$2.55M 50,870 -1,795 -3%
AIP
106
Ameritas Investment Partners
Nebraska
$2.51M 50,087 – –
Lazard Asset Management
107
Lazard Asset Management
New York
$2.49M 49,697 +49,697 New
Brown Advisory
108
Brown Advisory
Maryland
$2.34M 46,795 -2,727 -6%
SOMRS
109
State of Michigan Retirement System
Michigan
$2.28M 45,620 – –
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$2.23M 44,518 -72,229 -62%
BAM
111
Barrett Asset Management
New York
$2.22M 44,275 – –
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$2.14M 42,685 -202 -0.5%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.11M 42,234 -3,128 -7%
Federated Hermes
114
Federated Hermes
Pennsylvania
$2.11M 42,212 -2,180 -5%
Millennium Management
115
Millennium Management
New York
$2.06M 41,055 -13,490 -25%
HBT
116
Hills Bank & Trust
Iowa
$2.02M 40,445 -439 -1%
GIP
117
Granite Investment Partners
California
$2M 39,880 +4,177 +12%
Neuberger Berman Group
118
Neuberger Berman Group
New York
$1.87M 37,250 -200 -0.5%
Russell Investments Group
119
Russell Investments Group
United Kingdom
$1.84M 36,710 +30,241 +467%
VOYA Investment Management
120
VOYA Investment Management
Georgia
$1.83M 36,585 -2,169 -6%
VRS
121
Virginia Retirement Systems
Virginia
$1.79M 35,800 +700 +2%
AAM
122
Azzad Asset Management
Virginia
$1.78M 35,639 +1,749 +5%
AG
123
Aperio Group
California
$1.78M 35,632 -538 -1%
LSERS
124
Louisiana State Employees Retirement System
Louisiana
$1.71M 34,200 +300 +0.9%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$1.71M 34,180 -1,958 -5%
3 4
5
6 7