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Donaldson
DCI

Overview Fund Activity

386 hedge funds and large institutions have $4.9B invested in Donaldson in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 127 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.67%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
134
Reduced
127
Closed
36
Calls
$803K
Puts
$705K
Net Calls
+$98K
Net Calls Change
+$104K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$111M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$66.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.3M
4
American Century Companies
4
American Century Companies
Missouri
$49.9M
5
State Street
5
State Street
Massachusetts
$338M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$136M
2
Millennium Management
2
Millennium Management
New York
$4.31M
3
BlackRock
3
BlackRock
New York
$522M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$75.7M
5
SIM
5
Sprucegrove Investment Management
Ontario, Canada
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$902K – – –
ACM
177
AlphaCrest Capital Management
New York
$885K -$10.7K -219 -1%
NMIMC
178
Northwestern Mutual Investment Management Company
Wisconsin
$875K -$139K -2,837 -14%
QCM
179
Quantinno Capital Management
New York
$849K +$150K +3,058 +21%
SOADOR
180
State of Alaska Department of Revenue
Alaska
$841K -$28.7K -585 -3%
GC
181
Guggenheim Capital
Illinois
$837K +$309K +6,299 +58%
SFI
182
Susquehanna Fundamental Investments
Pennsylvania
$836K +$836K +17,061 New
NW
183
NewEdge Wealth
Pennsylvania
$832K +$26.6K +543 +3%
VAS
184
Vestmark Advisory Solutions
Massachusetts
$832K +$154K +3,148 +23%
CGH
185
Crossmark Global Holdings
Texas
$829K -$18.4K -376 -2%
X
186
Xponance
Pennsylvania
$818K +$1.18K +24 +0.1%
Public Employees Retirement Association of Colorado
187
Public Employees Retirement Association of Colorado
Colorado
$817K – – –
DCM
188
Dupont Capital Management
Delaware
$811K +$811K +16,551 New
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$790K +$97.7K +1,995 +14%
AIM
190
Allen Investment Management
New York
$784K – – –
AAM
191
Azzad Asset Management
Virginia
$776K – – –
BCV
192
Banque Cantonale Vaudoise
Switzerland
$758K -$59K -1,203 -7%
Skandinaviska Enskilda Banken (SEB)
193
Skandinaviska Enskilda Banken (SEB)
Sweden
$740K -$14.7K -300 -2%
GBWM
194
Granite Bay Wealth Management
New Hampshire
$735K – – –
BONH
195
Bank of New Hampshire
New Hampshire
$732K -$98 -2 -0%
RG
196
Renaissance Group
Kentucky
$721K -$275K -5,606 -28%
GIP
197
Granite Investment Partners
California
$708K – – –
JG
198
Jefferies Group
New York
$708K +$708K +14,446 New
WG
199
Winton Group
United Kingdom
$704K -$88K -1,796 -11%
USAA
200
United Services Automobile Association
Texas
$681K +$33.8K +690 +5%
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