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Donaldson
DCI

Overview Fund Activity

455 hedge funds and large institutions have $6.15B invested in Donaldson in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 139 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
7.18%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
44
Increased
139
Reduced
180
Closed
42
Calls
$1.53M
Puts
$1.09M
Net Calls
+$438K
Net Calls Change
-$130K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$72.6M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$24.9M
3
JAM
Jupiter Asset Management
United Kingdom
+$23.9M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$22.5M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$16.6M

Top Sellers

1
State Street
State Street
Massachusetts
-$41.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$29.2M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$28.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$18.6M
5
HF
HRT Financial
New York
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
126
Sit Investment Associates
Minnesota
$2.94M – – –
PI
127
Putnam Investments
Massachusetts
$2.93M +$2.93M +46,895 New
Brown Advisory
128
Brown Advisory
Maryland
$2.79M -$25.5K -408 -0.9%
BG
129
Bahl & Gaynor
Ohio
$2.78M -$502K -8,025 -15%
FFN
130
Focus Financial Network
Minnesota
$2.77M +$737K +11,786 +36%
RCP
131
Rothschild Capital Partners
New York
$2.75M – – –
JIM
132
Jensen Investment Management
Oregon
$2.72M -$86.9K -1,390 -3%
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$2.68M -$16.9K -270 -0.6%
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$2.67M -$5.63K -90 -0.2%
Neuberger Berman Group
135
Neuberger Berman Group
New York
$2.61M +$295K +4,722 +13%
Two Sigma Investments
136
Two Sigma Investments
New York
$2.59M -$2.23M -35,692 -46%
Squarepoint
137
Squarepoint
New York
$2.56M -$3.64M -58,155 -59%
Macquarie Group
138
Macquarie Group
Australia
$2.48M -$1.1M -17,653 -31%
Robeco Institutional Asset Management
139
Robeco Institutional Asset Management
Netherlands
$2.44M +$2.44M +38,998 New
CF
140
Covea Finance
France
$2.44M – – –
AIMCA
141
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.41M +$2.41M +38,535 New
HSBC Holdings
142
HSBC Holdings
United Kingdom
$2.41M +$449K +7,130 +23%
Wealth Enhancement Advisory Services
143
Wealth Enhancement Advisory Services
Minnesota
$2.34M +$2.19K +35 +0.1%
Man Group
144
Man Group
United Kingdom
$2.33M +$2.33M +37,215 New
NC
145
Nicholas Company
Wisconsin
$2.32M +$2.32M +37,040 New
Baird Financial Group
146
Baird Financial Group
Wisconsin
$2.3M -$25.1K -401 -1%
SO
147
STRS Ohio
Ohio
$2.27M +$118K +1,895 +5%
RFC
148
Regions Financial Corp
Alabama
$2.26M -$1.06K -17 -0%
Balyasny Asset Management
149
Balyasny Asset Management
Illinois
$2.25M -$29.2M -467,295 -93%
JIC
150
Johnson Investment Counsel
Ohio
$2.22M – – –
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