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Donaldson

450 hedge funds and large institutions have $6.1B invested in Donaldson in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 165 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-5
Holders Change %
-1.1%
% of All Funds
7.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
142
Reduced
165
Closed
50
Calls
$1.08M
Puts
$507K
Net Calls
+$572K
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Shares
Change %
IIM
176
INTECH Investment Management
Florida
$1.64M +$994K +16,674 +155%
ACM
177
Advisors Capital Management
New Jersey
$1.63M +$7.81K +131 +0.5%
OQS
178
Occudo Quantitative Strategies
Florida
$1.62M +$1.31M +21,940 +415%
Lido Advisors
179
Lido Advisors
California
$1.61M +$1.34M +22,455 +503%
HF
180
HRT Financial
New York
$1.61M +$1.61M +26,925 New
ASN
181
Advisory Services Network
Georgia
$1.6M +$11.9K +200 +0.7%
NMIMC
182
Northwestern Mutual Investment Management Company
Wisconsin
$1.6M -$3.76K -63 -0.2%
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$1.6M +$677K +10,792 +73%
DIA
184
Dean Investment Associates
Ohio
$1.58M -$19.1K -321 -1%
HBT
185
Hills Bank & Trust
Iowa
$1.5M -$5.79K -97 -0.4%
RBC
186
Romano Brothers & Co
Illinois
$1.49M -$10.4K -175 -0.7%
NMERB
187
New Mexico Educational Retirement Board
New Mexico
$1.49M
COPPSERS
188
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.46M -$2.03M -34,071 -58%
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$1.46M +$303K +5,079 +26%
BCWM
190
Bartlett & Co Wealth Management
Ohio
$1.33M -$9.54K -160 -0.7%
BC
191
Bartlett & Co
Ohio
$1.33M -$9.54K -160 -0.7%
ANTB
192
AMG National Trust Bank
Colorado
$1.32M +$1.01K +17 +0.1%
M&T Bank
193
M&T Bank
New York
$1.3M -$38.2K -641 -3%
WPC
194
White Pine Capital
Minnesota
$1.3M -$194K -3,245 -13%
Allianz Asset Management
195
Allianz Asset Management
Germany
$1.26M -$154K -2,588 -11%
Handelsbanken Fonder
196
Handelsbanken Fonder
Sweden
$1.26M
IIA
197
ICW Investment Advisors
Arizona
$1.26M +$53.8K +902 +4%
URS
198
Utah Retirement Systems
Utah
$1.25M +$5.96K +100 +0.5%
Natixis Advisors
199
Natixis Advisors
Massachusetts
$1.24M +$576K +9,660 +87%
Nomura Asset Management
200
Nomura Asset Management
Japan
$1.23M