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Donaldson
DCI

Overview Fund Activity

530 hedge funds and large institutions have $7.39B invested in Donaldson in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 171 increasing their positions, 201 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+17
Holders Change %
+3.31%
% of All Funds
7.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
58
Increased
171
Reduced
201
Closed
37
Calls
$4.25M
Puts
$3.27M
Net Calls
+$974K
Net Calls Change
+$703K

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$110M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.97M
3
Renaissance Technologies
Renaissance Technologies
New York
$18M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$181M
5
EB
Eastern Bank
Massachusetts
$8.51M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$277M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$79M
3
EAM
Eagle Asset Management
Florida
$0
4
MAM
Martingale Asset Management
Massachusetts
$4.58M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
176
Berger Financial Group
Minnesota
$2.42M -$1.33K -18 -0.1%
CF
177
Covea Finance
France
$2.36M – – –
ACM
178
Advisors Capital Management
New Jersey
$2.36M -$33.6K -456 -1%
GWWM
179
Great Waters Wealth Management
Minnesota
$2.35M -$9.29K -126 -0.4%
QCM
180
Quantinno Capital Management
New York
$2.32M +$115K +1,562 +5%
Creative Planning
181
Creative Planning
Kansas
$2.21M +$57.9K +786 +3%
TAM
182
Tocqueville Asset Management
New York
$2.15M -$531K -7,200 -20%
PAG
183
Private Advisor Group
New Jersey
$2.13M +$145K +1,974 +7%
Schroder Investment Management Group
184
Schroder Investment Management Group
United Kingdom
$2.13M -$1.27M -17,247 -37%
SOMRS
185
State of Michigan Retirement System
Michigan
$2.1M -$29.5K -400 -1%
BA
186
Bridgewater Associates
Connecticut
$2.1M -$52.5K -713 -2%
IEFM
187
IQ EQ Fund Management
Ireland
$2.1M -$27.9K -379 -1%
SO
188
STRS Ohio
Ohio
$2.09M -$174K -2,365 -8%
Victory Capital Management
189
Victory Capital Management
Texas
$2.03M -$380K -5,160 -16%
ASN
190
Advisory Services Network
Georgia
$2.03M – – –
Two Sigma Advisers
191
Two Sigma Advisers
New York
$1.98M -$3.46M -46,900 -64%
NMIMC
192
Northwestern Mutual Investment Management Company
Wisconsin
$1.97M -$11.1K -151 -0.6%
COPPSERS
193
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.96M -$10.2K -138 -0.5%
GCM
194
Graham Capital Management
Connecticut
$1.94M +$789K +10,702 +69%
Los Angeles Capital Management
195
Los Angeles Capital Management
California
$1.93M -$12.8M -173,437 -87%
Zurich Cantonal Bank
196
Zurich Cantonal Bank
Switzerland
$1.88M +$41.4K +562 +2%
VFA
197
Values First Advisors
Tennessee
$1.87M -$6.78K -92 -0.4%
RBC
198
Romano Brothers & Co
Illinois
$1.87M +$405K +5,500 +28%
M&T Bank
199
M&T Bank
New York
$1.86M +$23.7K +322 +1%
NMERB
200
New Mexico Educational Retirement Board
New Mexico
$1.84M – – –
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