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Donaldson
DCI

Overview Fund Activity

331 hedge funds and large institutions have $3.91B invested in Donaldson in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 111 increasing their positions, 114 reducing their positions, and 54 closing their positions.

Holders
331
Holders Change
-12
Holders Change %
-3.5%
% of All Funds
7.31%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
44
Increased
111
Reduced
114
Closed
54
Calls
$1.21M
Puts
–
Net Calls
+$1.21M
Net Calls Change
+$380K

Top Buyers

1
ACA
1
Anchor Capital Advisors
Massachusetts
$22.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$136M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$507M
4
FMI
4
Fiduciary Management Inc
Wisconsin
$49.5M
5
Millennium Management
5
Millennium Management
New York
$18.5M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$96.3M
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$58.2M
3
FAM
3
Fenimore Asset Management
New York
$4.44M
4
BlackRock
4
BlackRock
New York
$429M
5
State Street
5
State Street
Massachusetts
$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
176
Advisory Services Network
Georgia
$659K -$184K -4,753 -22%
William Blair & Company
177
William Blair & Company
Illinois
$659K -$46.4K -1,200 -7%
AAM
178
Azzad Asset Management
Virginia
$646K -$647K -16,741 -50%
IIA
179
ICW Investment Advisors
Arizona
$619K +$32.7K +847 +6%
AIM
180
Allen Investment Management
New York
$618K – – –
Natixis Advisors
181
Natixis Advisors
Massachusetts
$618K +$618K +15,990 New
Osaic Holdings
182
Osaic Holdings
Arizona
$616K +$616K +15,950 New
EGM
183
Engineers Gate Manager
New York
$614K +$614K +15,893 New
SLG
184
Stanley-Laman Group
Pennsylvania
$605K -$49.5K -1,281 -8%
DTL
185
Dynamic Technology Lab
Singapore
$591K +$591K +15,302 New
GLA
186
Great Lakes Advisors
Illinois
$562K +$14K +362 +3%
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$560K -$103K -2,668 -16%
GIP
188
Granite Investment Partners
California
$558K – – –
DAS
189
Dynamic Advisor Solutions
Arizona
$550K +$11.6K +300 +2%
HIC
190
Hartline Investment Corp
Illinois
$537K -$149K -3,855 -22%
Truist Financial
191
Truist Financial
North Carolina
$525K -$3.02K -78 -0.6%
EHWM
192
Eads & Heald Wealth Management
Georgia
$524K -$7.73K -200 -1%
LIM
193
Leavell Investment Management
Alabama
$502K – – –
SAM
194
Securian Asset Management
Minnesota
$502K – – –
SAM
195
Shell Asset Management
Netherlands
$493K -$7.5K -194 -1%
FMC
196
First Merchants Corp
Indiana
$488K -$103K -2,675 -17%
SBH
197
Segall Bryant & Hamill
Illinois
$486K -$8.73K -226 -2%
JIM
198
Jensen Investment Management
Oregon
$483K +$164K +4,260 +52%
CGH
199
Crossmark Global Holdings
Texas
$479K +$8.11K +210 +2%
Barclays
200
Barclays
United Kingdom
$476K -$481K -12,428 -50%
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