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Donaldson
DCI

Overview Fund Activity

523 hedge funds and large institutions have $6.89B invested in Donaldson in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 176 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-7
Holders Change %
-1.32%
% of All Funds
6.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
67
Increased
180
Reduced
176
Closed
70
Calls
$8.31M
Puts
$2.01M
Net Calls
+$6.3M
Net Calls Change
+$5.32M

Top Buyers

1
SI
Scharf Investments
California
$61.7M
2
Morgan Stanley
Morgan Stanley
New York
$147M
3
CC
Capital Counsel
New York
$44.2M
4
BlackRock
BlackRock
New York
$762M
5
FMI
Fiduciary Management Inc
Wisconsin
$149M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$10.9M
2
Millennium Management
Millennium Management
New York
$2.85M
3
JAM
Jupiter Asset Management
United Kingdom
$11.4M
4
CSS
Cubist Systematic Strategies
Connecticut
$0
5
TI
Trexquant Investment
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
126
Panagora Asset Management
Massachusetts
$4.2M +$32.3K +479 +0.8%
Focus Partners Wealth
127
Focus Partners Wealth
Massachusetts
$4.09M +$152K +2,264 +4%
NSIM
128
North Star Investment Management
Illinois
$4.06M -$66.8K -992 -2%
MGWM
129
Marks Group Wealth Management
Minnesota
$3.96M – – –
AB
130
Amalgamated Bank
New York
$3.95M -$7.48K -111 -0.2%
QCM
131
Quantinno Capital Management
New York
$3.81M +$1.69M +25,085 +80%
Citigroup
132
Citigroup
New York
$3.8M +$1.11M +16,457 +41%
RCP
133
Rothschild Capital Partners
New York
$3.66M – – –
Man Group
134
Man Group
United Kingdom
$3.65M -$1.94M -28,805 -35%
PCM
135
Palisade Capital Management
New Jersey
$3.61M +$370K +5,495 +11%
AIP
136
Ameritas Investment Partners
Nebraska
$3.58M -$33.3K -494 -0.9%
HSBC Holdings
137
HSBC Holdings
United Kingdom
$3.49M +$474K +7,040 +16%
BDLIB
138
Banque de Luxembourg Investments (BLI)
Luxembourg
$3.48M +$3.48M +51,700 New
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.44M -$24.4K -363 -0.7%
State of Tennessee, Department of Treasury
140
State of Tennessee, Department of Treasury
Tennessee
$3.27M -$92.3K -1,371 -3%
Mitsubishi UFJ Trust & Banking
141
Mitsubishi UFJ Trust & Banking
Japan
$3.24M +$187K +2,781 +6%
Jacobs Levy Equity Management
142
Jacobs Levy Equity Management
New Jersey
$3.2M +$1.71M +25,428 +115%
GIA
143
GHP Investment Advisors
Colorado
$3.17M +$169K +2,506 +6%
Comerica Bank
144
Comerica Bank
Texas
$3.05M -$125K -1,858 -4%
D.E. Shaw & Co
145
D.E. Shaw & Co
New York
$3.03M -$320K -4,750 -10%
YCM
146
Yousif Capital Management
Michigan
$2.97M -$127K -1,882 -4%
CF
147
Covea Finance
France
$2.96M +$808K +12,000 +38%
CB
148
Commerce Bank
Missouri
$2.95M -$71.7K -1,065 -2%
BG
149
Bahl & Gaynor
Ohio
$2.93M -$29.9K -444 -1%
PFSRSONJ
150
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.92M +$2.92M +43,317 New
4 5
6
7 8