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Donaldson

407 hedge funds and large institutions have $5.88B invested in Donaldson in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

26% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $2.54M

3% more funds holding

Funds holding: 394407 (+13)

5% more capital invested

Capital invested by funds: $5.61B → $5.88B (+$263M)

0.59% more ownership

Funds ownership: 80.34%80.92% (+0.59%)

15% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 150

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
407
Holders Change
+13
Holders Change %
+3.3%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
54
Increased
128
Reduced
150
Closed
40
Calls
$3.19M
Puts
$2.54M
Net Calls
+$648K
Net Calls Change
-$4.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Holocene Advisors
101
Holocene Advisors
New York
$4.74M +$1.59M +26,646 +49%
Creative Planning
102
Creative Planning
Kansas
$4.5M +$52.4K +877 +1%
Two Sigma Investments
103
Two Sigma Investments
New York
$4.46M -$7.69M -128,657 -63%
Comerica Bank
104
Comerica Bank
Texas
$4.42M -$228K -3,810 -5%
CB
105
Commerce Bank
Missouri
$4.38M -$536K -8,972 -11%
Russell Investments Group
106
Russell Investments Group
United Kingdom
$4.38M +$2.79M +46,669 +163%
SFI
107
Susquehanna Fundamental Investments
Pennsylvania
$4M -$323K -5,400 -7%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.99M +$368K +6,163 +10%
GKIM
109
GW&K Investment Management
Massachusetts
$3.88M -$65.8K -1,100 -2%
NSIM
110
North Star Investment Management
Illinois
$3.81M
MIM
111
MetLife Investment Management
New Jersey
$3.79M -$235K -3,932 -6%
SBH
112
Segall Bryant & Hamill
Illinois
$3.75M -$1.22M -20,368 -24%
H
113
HoyleCohen
California
$3.63M -$65.5K -1,096 -2%
BG
114
Bahl & Gaynor
Ohio
$3.48M -$32.2K -539 -0.9%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$3.47M +$659K +11,026 +23%
Man Group
116
Man Group
United Kingdom
$3.36M -$3.01M -50,391 -47%
Acadian Asset Management
117
Acadian Asset Management
Massachusetts
$3.31M +$1.28M +21,443 +60%
RCP
118
Rothschild Capital Partners
New York
$3.28M -$6.58K -110 -0.2%
Canada Life
119
Canada Life
Manitoba, Canada
$2.99M -$1.21M -20,310 -28%
SG Americas Securities
120
SG Americas Securities
New York
$2.92M -$746K -12,478 -20%
ECM
121
ExodusPoint Capital Management
New York
$2.72M +$1.76M +29,509 +170%
SOMRS
122
State of Michigan Retirement System
Michigan
$2.72M +$41.9K +700 +2%
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$2.71M -$7.17K -120 -0.3%
Allianz Asset Management
124
Allianz Asset Management
Germany
$2.66M +$918K +15,349 +50%
AIP
125
Ameritas Investment Partners
Nebraska
$2.52M -$18.5K -310 -0.7%