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Donaldson

309 hedge funds and large institutions have $4.73B invested in Donaldson in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 93 increasing their positions, 124 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
-3
Holders Change %
-0.96%
% of All Funds
8.89%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.23%
New
20
Increased
93
Reduced
124
Closed
22
Calls
$671K
Puts
$350K
Net Calls
+$321K
Net Calls Change
+$221K
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
201
North Star Investment Management
Illinois
$626K -$42.3K -1,000 -6%
BPBT
202
Boston Private Bank & Trust
Massachusetts
$625K +$42.3K +1,000 +7%
NSAM
203
North Star Asset Management
Wisconsin
$608K
MCM
204
MAI Capital Management
Ohio
$606K +$117K +2,753 +24%
ZAM
205
Zevin Asset Management
Massachusetts
$597K
NC
206
NewSquare Capital
Pennsylvania
$592K +$2.37K +56 +0.4%
PSUF
207
People's United Financial
Connecticut
$582K +$46.1K +1,090 +9%
JFGIW
208
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$580K +$237K +5,600 +69%
MA
209
MUFG Americas
New York
$579K -$247K -5,846 -30%
IPC
210
Independent Portfolio Consultants
Florida
$577K -$20.7K -490 -3%
WAM
211
World Asset Management
Michigan
$552K -$10.2K -240 -2%
VanEck Associates
212
VanEck Associates
New York
$523K +$27.7K +653 +6%
Envestnet Asset Management
213
Envestnet Asset Management
Illinois
$520K -$2.12K -50 -0.4%
DAS
214
Dynamic Advisor Solutions
Arizona
$511K
LIM
215
Leavell Investment Management
Alabama
$508K
HTHT
216
Hemenway Trust Hemenway Trust
New Hampshire
$499K
Stifel Financial
217
Stifel Financial
Missouri
$498K -$9.36K -221 -2%
NPC
218
National Planning Corporation
California
$496K +$804 +19 +0.2%
CAM
219
Capstone Asset Management
Texas
$495K -$101K -2,394 -17%
HSBC Holdings
220
HSBC Holdings
United Kingdom
$491K -$60K -1,417 -11%
TFF
221
Timothy F. Fidgeon
$485K
RFC
222
Russell Frank Company
Washington
$481K +$293K +7,550 +156%
PAM
223
Panagora Asset Management
Massachusetts
$471K -$213K -5,030 -31%
B
224
Barings
North Carolina
$469K
MIM
225
Marco Investment Management
Georgia
$449K