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Donaldson
DCI

Overview Fund Activity

299 hedge funds and large institutions have $4.19B invested in Donaldson in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 98 increasing their positions, 120 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-10
Holders Change %
-3.24%
% of All Funds
8.68%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.17%
New
22
Increased
98
Reduced
120
Closed
28
Calls
$559K
Puts
$1.07M
Net Calls
-$508K
Net Calls Change
-$829K

Top Buyers

1
RBCM
1
Raub Brock Capital Management
California
$11.3M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$9.11M
3
Millennium Management
3
Millennium Management
New York
$8.38M
4
MPI
4
Mairs & Power Inc
Minnesota
$191M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$373M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$10.8M
2
Norges Bank
2
Norges Bank
Norway
$120M
3
FAM
3
Fred Alger Management
New York
$10.2M
4
CAM
4
Congress Asset Management
Massachusetts
$229K
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NERM
176
New England Research & Management
Illinois
$768K -$139K -3,425 -15%
SAM
177
Securian Asset Management
Minnesota
$763K +$14.1K +348 +2%
JA
178
JLB & Associates
Michigan
$758K – – –
COPPSERS
179
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$750K -$1.82M -44,835 -71%
FMT
180
First Mercantile Trust
Tennessee
$742K +$20.8K +511 +3%
Creative Planning
181
Creative Planning
Kansas
$723K +$8.13K +200 +1%
HSBC Holdings
182
HSBC Holdings
United Kingdom
$708K +$237K +5,842 +50%
Envestnet Asset Management
183
Envestnet Asset Management
Illinois
$701K +$202K +4,985 +41%
NSIM
184
North Star Investment Management
Illinois
$699K +$97.5K +2,400 +16%
Aristotle Capital Management
185
Aristotle Capital Management
California
$687K -$4.07K -100 -0.6%
GMIM
186
General Motors Investment Management
New York
$681K -$285K -7,001 -29%
EHWM
187
Eads & Heald Wealth Management
Georgia
$667K -$36.8K -905 -5%
CPS
188
Counsel Portfolio Services
Ontario, Canada
$654K – – –
Acadian Asset Management
189
Acadian Asset Management
Massachusetts
$654K – – –
AIM
190
Allen Investment Management
New York
$650K +$650K +16,000 New
WTC
191
WhitTier Trust Company
Nevada
$648K +$21.8K +537 +3%
QT
192
Quantbot Technologies
New York
$613K +$613K +15,099 New
AB
193
Amalgamated Bank
New York
$610K +$5.32K +131 +0.9%
SCM
194
Shelton Capital Management
Colorado
$609K – – –
SAM
195
Symphony Asset Management
California
$605K -$734K -18,067 -55%
BPBT
196
Boston Private Bank & Trust
Massachusetts
$600K – – –
NSAM
197
North Star Asset Management
Wisconsin
$584K – – –
JFGIW
198
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$583K +$25.4K +625 +5%
AI
199
Accredited Investors
Minnesota
$578K +$578K +14,220 New
ZAM
200
Zevin Asset Management
Massachusetts
$573K – – –
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8
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