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Donaldson
DCI

Overview Fund Activity

392 hedge funds and large institutions have $5.61B invested in Donaldson in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 122 increasing their positions, 135 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+31
Holders Change %
+8.59%
% of All Funds
6.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
67
Increased
122
Reduced
135
Closed
31
Calls
$6.19M
Puts
$1.08M
Net Calls
+$5.11M
Net Calls Change
+$62K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$78.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$221M
3
CVA
3
Ceredex Value Advisors
Florida
$24M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$75.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$673M

Top Sellers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$40M
2
Ameriprise
2
Ameriprise
Minnesota
$45.7M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
CB
4
Cooke & Bieler
Pennsylvania
$30.1M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSE
176
MUFG Securities EMEA
United Kingdom
$1.17M +$1.17M +21,000 New
TRSOTSOK
177
Teachers Retirement System of the State of Kentucky
Kentucky
$1.13M -$61.5K -1,100 -5%
BCWM
178
Bartlett & Co Wealth Management
Ohio
$1.09M +$1.23K +22 +0.1%
BC
179
Bartlett & Co
Ohio
$1.09M +$1.23K +22 +0.1%
GCP
180
GSA Capital Partners
United Kingdom
$1.09M +$339K +6,067 +45%
Lazard Asset Management
181
Lazard Asset Management
New York
$1.06M – – –
MFG
182
MidWestOne Financial Group
Iowa
$1.05M – – –
AC
183
Apogem Capital
New York
$1.05M +$1.05M +18,714 New
AG
184
AlphaSimPlex Group
Massachusetts
$1.04M +$368K +6,590 +55%
RJFSA
185
Raymond James Financial Services Advisors
Florida
$1.02M -$55.3K -990 -5%
FAM
186
Formidable Asset Management
Ohio
$1.02M – – –
AB
187
Amalgamated Bank
New York
$1M +$3.24K +58 +0.3%
WG
188
Winton Group
United Kingdom
$995K -$1.31M -23,386 -57%
Janney Montgomery Scott
189
Janney Montgomery Scott
Pennsylvania
$994K -$32.8K -588 -3%
Victory Capital Management
190
Victory Capital Management
Texas
$993K -$522K -9,343 -34%
DTL
191
Dynamic Technology Lab
Singapore
$986K +$986K +17,653 New
ECM
192
ExodusPoint Capital Management
New York
$967K +$698K +12,486 +259%
GPGA
193
Grandeur Peak Global Advisors
Utah
$951K +$951K +17,025 New
GAM
194
Gotham Asset Management
New York
$941K +$669K +11,981 +246%
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$931K -$31.7K -568 -3%
State of Wisconsin Investment Board
196
State of Wisconsin Investment Board
Wisconsin
$912K -$38.5K -690 -4%
ASN
197
Advisory Services Network
Georgia
$912K +$38.8K +694 +4%
William Blair & Company
198
William Blair & Company
Illinois
$910K -$73.9K -1,322 -8%
OFA
199
Oak Family Advisors
Illinois
$907K +$907K +16,233 New
IIA
200
ICW Investment Advisors
Arizona
$900K -$27.4K -487 -3%
6 7
8
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