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Donaldson
DCI

Overview Fund Activity

450 hedge funds and large institutions have $6.1B invested in Donaldson in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 165 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-5
Holders Change %
-1.1%
% of All Funds
7.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
50
Increased
142
Reduced
165
Closed
50
Calls
$1.08M
Puts
$507K
Net Calls
+$572K
Net Calls Change
+$134K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$182M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$56.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$23.1M
4
State Street
4
State Street
Massachusetts
$337M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$58.6M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$162M
2
MPI
2
Mairs & Power Inc
Minnesota
$116M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$79.2M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$1.82M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
H
126
HoyleCohen
California
$3.12M -$3.1K -52 -0.1%
CB
127
Commerce Bank
Missouri
$3.12M -$72.3K -1,212 -2%
RCM
128
Radnor Capital Management
Pennsylvania
$3.07M +$3.07M +51,420 New
AM
129
AGF Management
Ontario, Canada
$2.94M +$2.94M +49,359 New
ECM
130
ExodusPoint Capital Management
New York
$2.94M +$1.48M +24,786 +101%
CSS
131
Cubist Systematic Strategies
Connecticut
$2.91M -$534K -8,950 -15%
Jane Street
132
Jane Street
New York
$2.9M +$1.68M +28,096 +137%
TI
133
Trexquant Investment
Connecticut
$2.87M -$77.5K -1,300 -3%
SIA
134
Sit Investment Associates
Minnesota
$2.85M +$46.2K +775 +2%
Neuberger Berman Group
135
Neuberger Berman Group
New York
$2.77M +$277K +4,650 +11%
Brown Advisory
136
Brown Advisory
Maryland
$2.67M – – –
RCP
137
Rothschild Capital Partners
New York
$2.63M – – –
PCM
138
Palisade Capital Management
New Jersey
$2.61M +$563K +9,440 +27%
BG
139
Bahl & Gaynor
Ohio
$2.58M -$73.8K -1,238 -3%
JIM
140
Jensen Investment Management
Oregon
$2.51M -$85.3K -1,430 -3%
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$2.48M -$71.6K -1,200 -3%
TRSOTSOK
142
Teachers Retirement System of the State of Kentucky
Kentucky
$2.47M +$1.19M +20,003 +93%
Macquarie Group
143
Macquarie Group
Australia
$2.37M – – –
CF
144
Covea Finance
France
$2.32M – – –
Squarepoint
145
Squarepoint
New York
$2.22M -$224K -3,750 -9%
Robeco Institutional Asset Management
146
Robeco Institutional Asset Management
Netherlands
$2.2M -$122K -2,038 -5%
Lazard Asset Management
147
Lazard Asset Management
New York
$2.2M +$1.69M +28,382 +333%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$2.19M -$6.86K -115 -0.3%
GCP
149
GSA Capital Partners
United Kingdom
$2.17M +$1.14M +19,041 +110%
Corient Private Wealth
150
Corient Private Wealth
Florida
$2.13M +$220K +3,688 +12%
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