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Donaldson

400 hedge funds and large institutions have $6.4B invested in Donaldson in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 119 increasing their positions, 155 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
-6
Holders Change %
-1.48%
% of All Funds
6.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
119
Reduced
155
Closed
40
Calls
$4.29M
Puts
$1.68M
Net Calls
+$2.61M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Shares
Change %
WIC
201
Willis Investment Counsel
Georgia
$790K -$1.27K -20 -0.2%
Truist Financial
202
Truist Financial
North Carolina
$776K -$7.88K -124 -1%
Deutsche Bank
203
Deutsche Bank
Germany
$772K -$428K -6,736 -36%
FFN
204
Focus Financial Network
Minnesota
$767K -$71.7K -1,128 -9%
LIM
205
Leavell Investment Management
Alabama
$756K
SAM
206
Securian Asset Management
Minnesota
$736K -$17.5K -275 -2%
Zurich Cantonal Bank
207
Zurich Cantonal Bank
Switzerland
$734K -$142K -2,240 -16%
ACM
208
AlphaCrest Capital Management
New York
$712K -$1.68M -26,500 -70%
GCP
209
GSA Capital Partners
United Kingdom
$710K +$118K +1,863 +20%
CGH
210
Crossmark Global Holdings
Texas
$701K -$28K -440 -4%
WAG
211
Winthrop Advisory Group
Massachusetts
$701K
Aristotle Capital Management
212
Aristotle Capital Management
California
$692K
OQS
213
Occudo Quantitative Strategies
Florida
$688K -$180K -2,839 -21%
VAS
214
Vestmark Advisory Solutions
Massachusetts
$685K +$63.4K +998 +10%
NW
215
NewEdge Wealth
Pennsylvania
$685K +$63.4K +998 +10%
CCMG
216
Clark Capital Management Group
Pennsylvania
$684K -$4.71K -74 -0.7%
Osaic Holdings
217
Osaic Holdings
Arizona
$655K +$4.83K +76 +0.7%
SFO
218
Standard Family Office
South Dakota
$646K +$135K +2,132 +27%
EHWM
219
Eads & Heald Wealth Management
Georgia
$641K -$8.26K -130 -1%
BC
220
Burney Company
Virginia
$630K +$62.3K +980 +11%
IHL
221
Investment House LLC
California
$628K
MSRPS
222
Maryland State Retirement & Pension System
Maryland
$623K
PCM
223
Perkins Capital Management
Minnesota
$608K
LWCFA
224
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$606K
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$587K +$587K +9,238 New