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Donaldson
DCI

Overview Fund Activity

401 hedge funds and large institutions have $5.11B invested in Donaldson in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 134 increasing their positions, 149 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
-22
Holders Change %
-5.2%
% of All Funds
6.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
43
Increased
134
Reduced
149
Closed
62
Calls
$1.78M
Puts
$752K
Net Calls
+$1.02M
Net Calls Change
+$1.99M

Top Buyers

1
BlackRock
BlackRock
New York
$571M
2
State Street
State Street
Massachusetts
$309M
3
FMI
Fiduciary Management Inc
Wisconsin
$69.2M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$40.7M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$194M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$40.9M
2
Millennium Management
Millennium Management
New York
$6.44M
3
ACA
Anchor Capital Advisors
Massachusetts
$2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$2.72M +$842K +16,214 +45%
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$2.7M -$537K -10,335 -17%
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$2.61M -$3.34M -64,213 -56%
VOYA Investment Management
129
VOYA Investment Management
Georgia
$2.54M +$1.29M +24,767 +103%
Ensign Peak Advisors
130
Ensign Peak Advisors
Utah
$2.53M -$51.2K -985 -2%
E
131
Ergoteles
New York
$2.45M +$2.45M +47,193 New
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$2.36M +$37.5K +723 +2%
COPPSERS
133
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.35M +$223K +4,296 +10%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$2.35M +$119K +2,289 +5%
HBWM
135
Hollow Brook Wealth Management
New York
$2.34M – – –
Brown Advisory
136
Brown Advisory
Maryland
$2.33M -$6.64M -127,830 -74%
JIM
137
Jensen Investment Management
Oregon
$2.33M +$406K +7,810 +21%
RCP
138
Rothschild Capital Partners
New York
$2.29M – – –
AIP
139
Ameritas Investment Partners
Nebraska
$2.27M +$64.4K +1,240 +3%
AF
140
Advisornet Financial
Minnesota
$2.24M -$14.7K -283 -0.7%
RFC
141
Regions Financial Corp
Alabama
$2.2M +$61.2K +1,178 +3%
Allianz Asset Management
142
Allianz Asset Management
Germany
$2.14M +$576K +11,101 +37%
OPERF
143
Oregon Public Employees Retirement Fund
Oregon
$2.09M -$51.9K -1,000 -2%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$2.09M +$74.9K +1,442 +4%
T. Rowe Price Associates
145
T. Rowe Price Associates
Maryland
$2.06M +$226K +4,344 +12%
BA
146
Bridgewater Associates
Connecticut
$2.05M +$2.05M +39,546 New
WIC
147
Willis Investment Counsel
Georgia
$2.01M +$389K +7,488 +24%
ACA
148
Anchor Capital Advisors
Massachusetts
$2M -$26.7M -513,393 -93%
OSIA
149
O'Shares Investment Advisers
Massachusetts
$1.99M +$107K +2,060 +6%
SG Americas Securities
150
SG Americas Securities
New York
$1.92M +$733K +14,126 +62%
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