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Donaldson
DCI

Overview Fund Activity

392 hedge funds and large institutions have $5.61B invested in Donaldson in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 122 increasing their positions, 135 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+31
Holders Change %
+8.59%
% of All Funds
6.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
67
Increased
122
Reduced
135
Closed
31
Calls
$6.19M
Puts
$1.08M
Net Calls
+$5.11M
Net Calls Change
+$62K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$78.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$221M
3
CVA
3
Ceredex Value Advisors
Florida
$24M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$75.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$673M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$40M
2
Ameriprise
2
Ameriprise
Minnesota
$45.7M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
CB
4
Cooke & Bieler
Pennsylvania
$30.1M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$4.27M +$2.68K +48 +0.1%
SFI
102
Susquehanna Fundamental Investments
Pennsylvania
$4.15M +$376K +6,735 +10%
DIA
103
Dean Investment Associates
Ohio
$4.1M -$190K -3,394 -4%
Mariner
104
Mariner
Kansas
$4.06M +$54.5K +975 +1%
Canada Life
105
Canada Life
Manitoba, Canada
$4.01M -$423K -7,574 -10%
First Trust Advisors
106
First Trust Advisors
Illinois
$3.96M +$1.87M +33,455 +89%
MIM
107
MetLife Investment Management
New Jersey
$3.86M -$175K -3,134 -4%
GKIM
108
GW&K Investment Management
Massachusetts
$3.79M -$173K -3,095 -4%
CCM
109
Cinctive Capital Management
New York
$3.78M -$125K -2,228 -3%
MSA
110
Mason Street Advisors
Wisconsin
$3.77M -$4.75K -85 -0.1%
NSIM
111
North Star Investment Management
Illinois
$3.66M -$233K -4,166 -6%
H
112
HoyleCohen
California
$3.55M -$112K -2,000 -3%
SG Americas Securities
113
SG Americas Securities
New York
$3.5M +$1.88M +33,661 +116%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.49M +$771K +13,789 +28%
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$3.46M +$1.92M +34,435 +126%
BG
116
Bahl & Gaynor
Ohio
$3.38M -$14K -251 -0.4%
RCP
117
Rothschild Capital Partners
New York
$3.16M -$4.53K -81 -0.1%
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
$3.13M – – –
Holocene Advisors
119
Holocene Advisors
New York
$3.06M +$1.49M +26,755 +96%
Squarepoint
120
Squarepoint
New York
$2.76M +$1.18M +21,184 +75%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$2.74M -$1.95M -34,841 -42%
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$2.72M +$504K +9,020 +23%
Nordea Investment Management
123
Nordea Investment Management
Sweden
$2.7M +$2.7M +48,320 New
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$2.61M +$6.15K +110 +0.2%
SOMRS
125
State of Michigan Retirement System
Michigan
$2.57M +$5.59K +100 +0.2%
3 4
5
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