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Donaldson
DCI

Overview Fund Activity

312 hedge funds and large institutions have $4.71B invested in Donaldson in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 96 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
-2
Holders Change %
-0.64%
% of All Funds
9.02%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
25
Increased
96
Reduced
129
Closed
24
Calls
$457K
Puts
$357K
Net Calls
+$100K
Net Calls Change
-$1.87M

Top Buyers

1
FAM
Fred Alger Management
New York
$26.5M
2
Fidelity International
Fidelity International
Bermuda
$22.5M
3
VVP
Vulcan Value Partners
Alabama
$25.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$380M
5
CAM
Congress Asset Management
Massachusetts
$18.8M

Top Sellers

1
Primecap Management
Primecap Management
California
$6.36M
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
Deutsche Bank
Deutsche Bank
Germany
$6.07M
4
BFA
BlackRock Fund Advisors
California
$149M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$21.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NERM
176
New England Research & Management
Illinois
$959K – – –
GMIM
177
General Motors Investment Management
New York
$955K +$955K +22,515 New
CW
178
Cobiz Wealth
Colorado
$951K -$56.8K -1,340 -6%
PA
179
Profund Advisors
Maryland
$945K -$81.5K -1,922 -8%
Natixis Advisors
180
Natixis Advisors
Massachusetts
$916K +$107K +2,521 +13%
PCM
181
Perkins Capital Management
Minnesota
$895K -$348K -8,200 -28%
SB
182
Suntrust Banks
Georgia
$884K +$42.2K +997 +5%
AIP
183
Ameritas Investment Partners
Nebraska
$864K -$34.3K -809 -4%
BA
184
BlackRock Advisors
Delaware
$835K +$18.5K +437 +2%
MA
185
MUFG Americas
New York
$828K +$3.77K +89 +0.5%
SAM
186
Securian Asset Management
Minnesota
$817K -$6.91K -163 -0.8%
TCM
187
Twin Capital Management
Pennsylvania
$796K -$61.5K -1,450 -7%
AG
188
Aperio Group
California
$794K +$794K +18,734 New
JA
189
JLB & Associates
Michigan
$791K -$2.33K -55 -0.3%
FAM
190
Formidable Asset Management
Ohio
$778K – – –
FMT
191
First Mercantile Trust
Tennessee
$775K -$93.6K -2,208 -11%
Creative Planning
192
Creative Planning
Kansas
$746K -$73.9K -1,742 -9%
EHWM
193
Eads & Heald Wealth Management
Georgia
$722K -$6.79K -160 -0.9%
Aristotle Capital Management
194
Aristotle Capital Management
California
$721K – – –
Legal & General Group
195
Legal & General Group
United Kingdom
$711K – – –
PAM
196
Panagora Asset Management
Massachusetts
$685K +$213K +5,030 +45%
Acadian Asset Management
197
Acadian Asset Management
Massachusetts
$683K – – –
CPS
198
Counsel Portfolio Services
Ontario, Canada
$683K – – –
AB
199
Amalgamated Bank
New York
$682K -$5.17K -122 -0.8%
NSIM
200
North Star Investment Management
Illinois
$670K – – –
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