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Donaldson
DCI

Overview Fund Activity

416 hedge funds and large institutions have $5.67B invested in Donaldson in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 135 increasing their positions, 133 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+30
Holders Change %
+7.77%
% of All Funds
6.71%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
70
Increased
135
Reduced
133
Closed
35
Calls
$1.02M
Puts
$747K
Net Calls
+$277K
Net Calls Change
+$179K

Top Buyers

1
BlackRock
BlackRock
New York
$658M
2
Morgan Stanley
Morgan Stanley
New York
$77M
3
FMI
Fiduciary Management Inc
Wisconsin
$113M
4
Vanguard Group
Vanguard Group
Pennsylvania
$751M
5
American Century Companies
American Century Companies
Missouri
$68.3M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$17.9M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$76.1M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$0
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$54.1M
5
State Street
State Street
Massachusetts
$382M
Name Holding Trade Value Shares
Change 		Shares
Change %
APG Asset Management
126
APG Asset Management
Netherlands
$2.33M +$1.05M +17,800 +82%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$2.17M +$24.1K +410 +1%
Neuberger Berman Group
128
Neuberger Berman Group
New York
$2.17M -$52.3K -889 -2%
HBWM
129
Hollow Brook Wealth Management
New York
$2.15M – – –
OPERF
130
Oregon Public Employees Retirement Fund
Oregon
$2.12M +$28.4K +482 +1%
VFA
131
Values First Advisors
Tennessee
$2.12M -$43K -730 -2%
GWWM
132
Great Waters Wealth Management
Minnesota
$2.12M +$2.12M +34,732 New
RFC
133
Regions Financial Corp
Alabama
$2.11M -$50.7K -861 -2%
JIC
134
Johnson Investment Counsel
Ohio
$2.09M -$8.24K -140 -0.4%
ASRS
135
Arizona State Retirement System
Arizona
$2.04M +$64.3K +1,092 +3%
BFG
136
Berger Financial Group
Minnesota
$2.04M +$55.3K +940 +3%
Corient Private Wealth
137
Corient Private Wealth
Florida
$1.94M +$1.94M +32,878 New
LSERS
138
Louisiana State Employees Retirement System
Louisiana
$1.93M -$5.89K -100 -0.3%
FFN
139
Focus Financial Network
Minnesota
$1.93M -$11.2K -191 -0.6%
SO
140
STRS Ohio
Ohio
$1.9M +$1.9M +32,222 New
SFI
141
Susquehanna Fundamental Investments
Pennsylvania
$1.88M +$872K +14,808 +87%
Russell Investments Group
142
Russell Investments Group
United Kingdom
$1.87M -$8.84M -150,195 -83%
SOMRS
143
State of Michigan Retirement System
Michigan
$1.83M – – –
Deutsche Bank
144
Deutsche Bank
Germany
$1.75M +$1.45M +24,604 +479%
DIA
145
Dean Investment Associates
Ohio
$1.72M +$2.83K +48 +0.2%
GC
146
Guggenheim Capital
Illinois
$1.7M +$696K +11,816 +69%
Jane Street
147
Jane Street
New York
$1.62M +$1.22M +20,676 +299%
Pacer Advisors
148
Pacer Advisors
Pennsylvania
$1.6M +$1.6M +27,236 New
SSA
149
Schonfeld Strategic Advisors
New York
$1.57M +$1.57M +26,726 New
HBT
150
Hills Bank & Trust
Iowa
$1.57M -$39.7K -674 -2%
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