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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 %
Brown Advisory
151
Brown Advisory
Maryland
$2.9M -$2.29K -34 -0.1%
Corient Private Wealth
152
Corient Private Wealth
Florida
$2.9M -$479K -7,108 -14%
KBC Group
153
KBC Group
Belgium
$2.86M +$2.67M +39,659 +1,448%
Millennium Management
154
Millennium Management
New York
$2.85M -$29.9M -443,914 -91%
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$2.82M +$23.6K +350 +0.8%
PAG
156
Private Advisor Group
New Jersey
$2.8M +$852K +12,644 +44%
Neuberger Berman Group
157
Neuberger Berman Group
New York
$2.75M -$383K -5,681 -12%
State of New Jersey Common Pension Fund D
158
State of New Jersey Common Pension Fund D
New Jersey
$2.63M -$42.8K -635 -2%
KK
159
KLP Kapitalforvaltning
Norway
$2.59M +$2.59M +38,400 New
Verition Fund Management
160
Verition Fund Management
Connecticut
$2.52M +$2.05M +30,420 +435%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$2.49M +$132K +1,959 +6%
TRSOTSOK
162
Teachers Retirement System of the State of Kentucky
Kentucky
$2.47M -$125K -1,850 -5%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$2.42M -$2.58M -38,278 -52%
Ensign Peak Advisors
164
Ensign Peak Advisors
Utah
$2.41M -$1.21M -17,970 -33%
JIC
165
Johnson Investment Counsel
Ohio
$2.4M – – –
Baird Financial Group
166
Baird Financial Group
Wisconsin
$2.38M +$21.4K +318 +0.9%
ASRS
167
Arizona State Retirement System
Arizona
$2.34M +$5.59K +83 +0.2%
FFN
168
Focus Financial Network
Minnesota
$2.34M +$55.8K +828 +2%
IMRF
169
Illinois Municipal Retirement Fund
Illinois
$2.33M – – –
Handelsbanken Fonder
170
Handelsbanken Fonder
Sweden
$2.32M +$87.6K +1,300 +4%
LSERS
171
Louisiana State Employees Retirement System
Louisiana
$2.24M -$13.5K -200 -0.6%
ACM
172
Advisors Capital Management
New Jersey
$2.21M +$57.7K +856 +3%
BFG
173
Berger Financial Group
Minnesota
$2.2M -$3.7K -55 -0.2%
VI
174
Vestcor Inc
New Brunswick, Canada
$2.2M +$1.42M +21,097 +182%
OPS
175
Orion Portfolio Solutions
Nebraska
$2.16M +$617K +9,159 +40%
5 6
7
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