DCI icon

Donaldson
DCI

Overview Fund Activity

386 hedge funds and large institutions have $4.9B invested in Donaldson in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 127 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.67%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
134
Reduced
127
Closed
36
Calls
$803K
Puts
$705K
Net Calls
+$98K
Net Calls Change
+$104K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$111M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$66.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.3M
4
American Century Companies
4
American Century Companies
Missouri
$49.9M
5
State Street
5
State Street
Massachusetts
$338M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$136M
2
Millennium Management
2
Millennium Management
New York
$4.31M
3
BlackRock
3
BlackRock
New York
$522M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$75.7M
5
SIM
5
Sprucegrove Investment Management
Ontario, Canada
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Teacher Retirement System of Texas
101
Teacher Retirement System of Texas
Texas
$2.93M +$1.95M +39,698 +198%
AA
102
ALPS Advisors
Colorado
$2.9M +$585K +11,932 +25%
MGWM
103
Marks Group Wealth Management
Minnesota
$2.88M – – –
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$2.83M – – –
GKIM
105
GW&K Investment Management
Massachusetts
$2.78M -$140K -2,850 -5%
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$2.76M +$4.56K +93 +0.2%
H
107
HoyleCohen
California
$2.75M -$56.4K -1,150 -2%
Renaissance Technologies
108
Renaissance Technologies
New York
$2.73M -$2M -40,900 -42%
CF
109
Covea Finance
France
$2.72M +$2.72M +55,483 New
LPL Financial
110
LPL Financial
California
$2.66M -$100K -2,045 -4%
CSS
111
Cubist Systematic Strategies
Connecticut
$2.65M -$1.71M -34,889 -39%
Treasurer of the State of North Carolina
112
Treasurer of the State of North Carolina
North Carolina
$2.59M +$33.3K +680 +1%
Barclays
113
Barclays
United Kingdom
$2.59M -$138K -2,819 -5%
BG
114
Bahl & Gaynor
Ohio
$2.58M -$56.4K -1,150 -2%
VanEck Associates
115
VanEck Associates
New York
$2.53M -$28.6K -584 -1%
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$2.48M +$2.48M +48,946 New
Holocene Advisors
117
Holocene Advisors
New York
$2.47M -$1.57M -32,074 -39%
COPPSERS
118
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.4M +$3.63K +74 +0.2%
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$2.38M – – –
T. Rowe Price Associates
120
T. Rowe Price Associates
Maryland
$2.38M +$319K +6,506 +15%
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$2.38M -$392 -8 -0%
Macquarie Group
122
Macquarie Group
Australia
$2.21M +$2.1M +42,544 +1,927%
JIM
123
Jensen Investment Management
Oregon
$2.2M – – –
Brown Advisory
124
Brown Advisory
Maryland
$2.2M -$17.2K -351 -0.8%
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$2.2M -$1.53M -31,300 -41%
3 4
5
6 7