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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 %
Lido Advisors
151
Lido Advisors
California
$1.57M +$292K +4,963 +23%
WPC
152
White Pine Capital
Minnesota
$1.57M – – –
Ensign Peak Advisors
153
Ensign Peak Advisors
Utah
$1.54M -$1.32M -22,400 -46%
IMRF
154
Illinois Municipal Retirement Fund
Illinois
$1.54M – – –
ASN
155
Advisory Services Network
Georgia
$1.54M +$69.9K +1,187 +5%
RBC
156
Romano Brothers & Co
Illinois
$1.48M -$17.7K -300 -1%
PCM
157
Palisade Capital Management
New Jersey
$1.48M +$97.2K +1,651 +7%
Squarepoint
158
Squarepoint
New York
$1.47M +$1.47M +24,975 New
Allianz Asset Management
159
Allianz Asset Management
Germany
$1.41M -$84.7K -1,439 -6%
BCWM
160
Bartlett & Co Wealth Management
Ohio
$1.34M -$11.8K -200 -0.9%
BC
161
Bartlett & Co
Ohio
$1.34M -$11.8K -200 -0.9%
M&T Bank
162
M&T Bank
New York
$1.32M +$105K +1,775 +9%
URS
163
Utah Retirement Systems
Utah
$1.29M – – –
ANTB
164
AMG National Trust Bank
Colorado
$1.22M +$13.2K +224 +1%
Nomura Asset Management
165
Nomura Asset Management
Japan
$1.22M +$112K +1,904 +10%
WIC
166
Willis Investment Counsel
Georgia
$1.2M -$28.8K -490 -2%
BCI
167
Brinker Capital Investments
Pennsylvania
$1.2M +$900K +15,283 +302%
TCM
168
Teza Capital Management
Illinois
$1.19M +$803K +13,640 +207%
Citigroup
169
Citigroup
New York
$1.19M -$1.1M -18,623 -48%
PFO
170
Pathstone Family Office
New Jersey
$1.16M +$56K +1,000 +5%
GAM
171
Gotham Asset Management
New York
$1.15M +$428K +7,266 +59%
TRSOTSOK
172
Teachers Retirement System of the State of Kentucky
Kentucky
$1.14M – – –
NMERB
173
New Mexico Educational Retirement Board
New Mexico
$1.14M – – –
DTL
174
Dynamic Technology Lab
Singapore
$1.13M +$1.13M +19,270 New
IIA
175
ICW Investment Advisors
Arizona
$1.13M -$7.42K -126 -0.7%
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7
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