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Donaldson

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
7.18%
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
Name Holding Trade Value Shares
Change
Shares
Change %
JIC
151
Johnson Investment Counsel
Ohio
$2.13M +$8.95K +150 +0.4%
RFC
152
Regions Financial Corp
Alabama
$2.07M -$83.3K -1,397 -4%
IMRF
153
Illinois Municipal Retirement Fund
Illinois
$2.06M
ASRS
154
Arizona State Retirement System
Arizona
$2.06M +$27.3K +457 +1%
FFN
155
Focus Financial Network
Minnesota
$2.05M -$594K -9,963 -22%
LSERS
156
Louisiana State Employees Retirement System
Louisiana
$2.05M -$65.6K -1,100 -3%
OPERF
157
Oregon Public Employees Retirement Fund
Oregon
$2.03M -$59.6K -1,000 -3%
BFG
158
Berger Financial Group
Minnesota
$2.02M -$17.5K -293 -0.9%
GWWM
159
Great Waters Wealth Management
Minnesota
$1.99M -$32.3K -539 -2%
Commonwealth Equity Services
160
Commonwealth Equity Services
Massachusetts
$1.98M +$1.43K +24 +0.1%
SG Americas Securities
161
SG Americas Securities
New York
$1.93M +$1.4M +23,410 +262%
GIA
162
GHP Investment Advisors
Colorado
$1.93M +$172K +2,843 +10%
GC
163
Guggenheim Capital
Illinois
$1.84M +$199K +3,330 +12%
Assenagon Asset Management
164
Assenagon Asset Management
Luxembourg
$1.82M -$7.79M -130,669 -81%
Voloridge Investment Management
165
Voloridge Investment Management
Florida
$1.82M +$1.82M +30,534 New
HSBC Holdings
166
HSBC Holdings
United Kingdom
$1.8M -$490K -8,194 -21%
SSA
167
Schonfeld Strategic Advisors
New York
$1.76M +$1.76M +29,513 New
OPS
168
Orion Portfolio Solutions
Nebraska
$1.76M -$118K -1,974 -6%
BCI
169
Brinker Capital Investments
Pennsylvania
$1.76M -$118K -1,974 -6%
Creative Planning
170
Creative Planning
Kansas
$1.74M +$1.16M +19,485 +199%
SOMRS
171
State of Michigan Retirement System
Michigan
$1.73M -$53.7K -900 -3%
SO
172
STRS Ohio
Ohio
$1.68M -$484K -8,119 -22%
Citigroup
173
Citigroup
New York
$1.67M -$385K -6,458 -19%
VFA
174
Values First Advisors
Tennessee
$1.67M -$12.3K -207 -0.7%
PAG
175
Private Advisor Group
New Jersey
$1.66M -$17.5K -293 -1%