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Donaldson
DCI

Overview Fund Activity

312 hedge funds and large institutions have $4.71B invested in Donaldson in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 96 increasing their positions, 129 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
-2
Holders Change %
-0.64%
% of All Funds
9.02%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
25
Increased
96
Reduced
129
Closed
24
Calls
$457K
Puts
$357K
Net Calls
+$100K
Net Calls Change
-$1.87M

Top Buyers

1
FAM
Fred Alger Management
New York
+$26.5M
2
Fidelity International
Fidelity International
Bermuda
+$7.76M
3
VVP
Vulcan Value Partners
Alabama
+$6.77M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$6.77M
5
CAM
Congress Asset Management
Massachusetts
+$6.48M

Top Sellers

1
Primecap Management
Primecap Management
California
-$28.1M
2
Renaissance Technologies
Renaissance Technologies
New York
-$21.6M
3
Deutsche Bank
Deutsche Bank
Germany
-$13.1M
4
BFA
BlackRock Fund Advisors
California
-$11.1M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
201
WhitTier Trust Company
Nevada
$650K -$890 -21 -0.1%
NAM
202
North American Management
Massachusetts
$642K – – –
SCM
203
Shelton Capital Management
Colorado
$635K – – –
NSAM
204
North Star Asset Management
Wisconsin
$609K -$29.7K -700 -5%
Jane Street
205
Jane Street
New York
$609K +$609K +14,374 New
ProShare Advisors
206
ProShare Advisors
Maryland
$608K -$3.53M -83,211 -85%
CAM
207
Capstone Asset Management
Texas
$598K -$55.2K -1,300 -8%
IPC
208
Independent Portfolio Consultants
Florida
$598K – – –
ZAM
209
Zevin Asset Management
Massachusetts
$598K – – –
NC
210
NewSquare Capital
Pennsylvania
$590K +$1.91K +45 +0.3%
BPBT
211
Boston Private Bank & Trust
Massachusetts
$584K – – –
WAM
212
World Asset Management
Michigan
$563K -$7.72K -182 -1%
CIM
213
CenturyLink Investment Management
Colorado
$557K -$56.6K -1,334 -9%
HSBC Holdings
214
HSBC Holdings
United Kingdom
$552K +$85.9K +2,025 +18%
TAM
215
Tocqueville Asset Management
New York
$538K – – –
PSUF
216
People's United Financial
Connecticut
$537K -$41.1K -970 -7%
Envestnet Asset Management
217
Envestnet Asset Management
Illinois
$523K -$15.4K -364 -3%
Two Sigma Advisers
218
Two Sigma Advisers
New York
$518K -$2.78M -65,500 -84%
DAS
219
Dynamic Advisor Solutions
Arizona
$512K +$37.1K +875 +8%
LIM
220
Leavell Investment Management
Alabama
$509K – – –
BlackRock
221
BlackRock
New York
$508K -$275K -6,486 -35%
Stifel Financial
222
Stifel Financial
Missouri
$508K +$508K +11,984 New
HTHT
223
Hemenway Trust Hemenway Trust
New Hampshire
$500K – – –
NPC
224
National Planning Corporation
California
$498K -$24.9K -585 -5%
VanEck Associates
225
VanEck Associates
New York
$496K +$19.7K +464 +4%
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