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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 %
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$2.17M -$162K -3,305 -7%
RCP
127
Rothschild Capital Partners
New York
$2.16M – – –
AIP
128
Ameritas Investment Partners
Nebraska
$2.1M -$39.3K -803 -2%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$2.03M +$162K +3,295 +9%
DekaBank Deutsche Girozentrale
130
DekaBank Deutsche Girozentrale
Germany
$2.03M +$550K +11,233 +37%
Citigroup
131
Citigroup
New York
$1.9M +$1.16M +23,750 +158%
Neuberger Berman Group
132
Neuberger Berman Group
New York
$1.85M +$4.22K +86 +0.2%
VFA
133
Values First Advisors
Tennessee
$1.8M +$47.2K +963 +3%
RFC
134
Regions Financial Corp
Alabama
$1.8M +$18K +368 +1%
HBWM
135
Hollow Brook Wealth Management
New York
$1.79M +$1.79M +36,569 New
Baird Financial Group
136
Baird Financial Group
Wisconsin
$1.79M -$205K -4,182 -10%
JIC
137
Johnson Investment Counsel
Ohio
$1.75M +$363K +7,400 +26%
OPERF
138
Oregon Public Employees Retirement Fund
Oregon
$1.75M – – –
BFG
139
Berger Financial Group
Minnesota
$1.65M – – –
ASRS
140
Arizona State Retirement System
Arizona
$1.65M +$4.9K +100 +0.3%
FFN
141
Focus Financial Network
Minnesota
$1.61M +$539 +11 +0%
LSERS
142
Louisiana State Employees Retirement System
Louisiana
$1.61M +$19.6K +400 +1%
Acadian Asset Management
143
Acadian Asset Management
Massachusetts
$1.56M -$4.01M -81,898 -72%
SOMRS
144
State of Michigan Retirement System
Michigan
$1.53M -$14.7K -300 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
145
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.51M -$3.73M -76,156 -71%
PAG
146
Private Advisor Group
New Jersey
$1.51M -$15.3K -312 -1%
Walleye Capital
147
Walleye Capital
New York
$1.43M +$1.43M +29,226 New
DIA
148
Dean Investment Associates
Ohio
$1.43M +$13.7K +280 +1%
HBT
149
Hills Bank & Trust
Iowa
$1.34M -$22.8K -465 -2%
WPC
150
White Pine Capital
Minnesota
$1.31M – – –
4 5
6
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