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Donaldson

416 hedge funds and large institutions have $5.67B invested in Donaldson in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 135 increasing their positions, 133 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+30
Holders Change %
+7.77%
% of All Funds
6.71%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
70
Increased
135
Reduced
133
Closed
35
Calls
$1.02M
Puts
$747K
Net Calls
+$277K
Net Calls Change
+$179K
Name Holding Trade Value Shares
Change
Shares
Change %
JPMPWA
176
J.P. Morgan Private Wealth Advisors
California
$1.11M -$32.5K -552 -3%
MFG
177
MidWestOne Financial Group
Iowa
$1.11M
BNP Paribas Financial Markets
178
BNP Paribas Financial Markets
France
$1.1M +$349K +5,931 +46%
FAM
179
Formidable Asset Management
Ohio
$1.09M
X
180
Xponance
Pennsylvania
$1.08M +$95.7K +1,626 +10%
MAM
181
Martingale Asset Management
Massachusetts
$1.08M +$637K +10,815 +144%
CWM
182
CIBC World Markets
New York
$1.06M +$1.06M +18,000 New
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$1.06M +$204K +3,384 +24%
OQS
184
Occudo Quantitative Strategies
Florida
$1.05M +$1.05M +17,885 New
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$1.05M +$102K +1,734 +11%
Federated Hermes
186
Federated Hermes
Pennsylvania
$1.03M -$104K -1,767 -9%
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$1.03M -$54.7K -929 -5%
NW
188
NewEdge Wealth
Pennsylvania
$1.01M +$14.9K +253 +1%
GIA
189
GHP Investment Advisors
Colorado
$1.01M +$259K +4,407 +35%
VAS
190
Vestmark Advisory Solutions
Massachusetts
$1.01M +$8.12K +138 +0.8%
QCM
191
Quantinno Capital Management
New York
$1.01M -$14.1K -240 -1%
VPIM
192
Vanguard Personalized Indexing Management
California
$1M +$376K +6,390 +60%
CGH
193
Crossmark Global Holdings
Texas
$1M +$8.19K +139 +0.8%
Public Employees Retirement Association of Colorado
194
Public Employees Retirement Association of Colorado
Colorado
$981K
CCS
195
Concentric Capital Strategies
Connecticut
$952K +$952K +16,165 New
AIM
196
Allen Investment Management
New York
$942K
Acadian Asset Management
197
Acadian Asset Management
Massachusetts
$923K -$950K -16,139 -51%
SG Americas Securities
198
SG Americas Securities
New York
$911K +$911K +15,479 New
State of Wisconsin Investment Board
199
State of Wisconsin Investment Board
Wisconsin
$902K -$447K -7,585 -33%
WG
200
Winton Group
United Kingdom
$897K +$50.9K +864 +6%