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Donaldson

337 hedge funds and large institutions have $4.69B invested in Donaldson in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 116 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $4.68B → $4.69B (+$11.4M)

0.09% more ownership

Funds ownership: 78.52%78.62% (+0.09%)

4% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 121

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

2% less funds holding

Funds holding: 344337 (-7)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
337
Holders Change
-7
Holders Change %
-2.03%
% of All Funds
8.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
27
Increased
116
Reduced
121
Closed
29
Calls
$126K
Puts
Net Calls
+$126K
Net Calls Change
-$380K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
201
Allen Investment Management
New York
$735K
AF
202
AMG Funds
Connecticut
$725K -$13.6K -294 -2%
GS
203
GAM Systematic
United Kingdom
$716K -$1.3M -28,146 -64%
JA
204
JLB & Associates
Michigan
$700K -$5.32K -115 -0.7%
PA
205
Profund Advisors
Maryland
$697K +$45K +973 +7%
PCM
206
Perkins Capital Management
Minnesota
$689K
Aristotle Capital Management
207
Aristotle Capital Management
California
$685K
DAS
208
Dynamic Advisor Solutions
Arizona
$664K +$11.3K +245 +2%
MCIM
209
Meadow Creek Investment Management
Georgia
$651K +$68.7K +1,484 +12%
CGH
210
Crossmark Global Holdings
Texas
$647K +$652K +14,084 New
SM
211
Sciencast Management
New Jersey
$639K +$617K +13,331 New
First Trust Advisors
212
First Trust Advisors
Illinois
$634K -$14.9M -322,987 -96%
O
213
OppenheimerFunds
New York
$629K +$38.4K +830 +6%
EHWM
214
Eads & Heald Wealth Management
Georgia
$621K
VanEck Associates
215
VanEck Associates
New York
$610K -$152K -3,286 -20%
LIM
216
Leavell Investment Management
Alabama
$597K
Capital Fund Management (CFM)
217
Capital Fund Management (CFM)
France
$593K -$4.63K -100 -0.8%
NPC
218
National Planning Corporation
California
$548K
NSAM
219
North Star Asset Management
Wisconsin
$540K
GLA
220
Great Lakes Advisors
Illinois
$537K +$88.2K +1,906 +19%
SW
221
SVB Wealth
Massachusetts
$534K
EP
222
Elkfork Partners
Oregon
$511K +$53.9K +1,166 +12%
BF
223
BOK Financial
Oklahoma
$490K
VRS
224
Virginia Retirement Systems
Virginia
$478K -$60.1K -1,300 -11%
Teacher Retirement System of Texas
225
Teacher Retirement System of Texas
Texas
$477K +$18K +388 +4%