DCI icon

Donaldson
DCI

Overview Fund Activity

386 hedge funds and large institutions have $4.9B invested in Donaldson in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 127 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.67%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
134
Reduced
127
Closed
36
Calls
$803K
Puts
$705K
Net Calls
+$98K
Net Calls Change
+$104K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$111M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$66.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$44.3M
4
American Century Companies
4
American Century Companies
Missouri
$49.9M
5
State Street
5
State Street
Massachusetts
$338M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$136M
2
Millennium Management
2
Millennium Management
New York
$4.31M
3
BlackRock
3
BlackRock
New York
$522M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$75.7M
5
SIM
5
Sprucegrove Investment Management
Ontario, Canada
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
201
Raymond James Financial Services Advisors
Florida
$679K +$37.9K +773 +6%
AWM
202
Apollon Wealth Management
South Carolina
$673K +$53.6K +1,094 +9%
Handelsbanken Fonder
203
Handelsbanken Fonder
Sweden
$668K – – –
BA
204
Bridgewater Associates
Connecticut
$665K +$215K +4,397 +48%
Osaic Holdings
205
Osaic Holdings
Arizona
$651K +$58.8K +1,201 +10%
PAM
206
Panagora Asset Management
Massachusetts
$641K – – –
LIM
207
Leavell Investment Management
Alabama
$637K – – –
VRS
208
Virginia Retirement Systems
Virginia
$632K +$632K +12,900 New
BNP Paribas Financial Markets
209
BNP Paribas Financial Markets
France
$626K -$1.64M -33,487 -72%
GIA
210
GHP Investment Advisors
Colorado
$624K +$624K +12,723 New
GAM
211
Gotham Asset Management
New York
$601K +$107K +2,185 +22%
Amundi
212
Amundi
France
$601K +$601K +11,570 New
BC
213
Burney Company
Virginia
$592K – – –
William Blair & Company
214
William Blair & Company
Illinois
$572K -$5.54K -113 -1%
SAM
215
Securian Asset Management
Minnesota
$552K – – –
LWCFA
216
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$544K – – –
YIH
217
Y-Intercept (HK)
Hong Kong
$540K +$143K +2,915 +36%
EHWM
218
Eads & Heald Wealth Management
Georgia
$529K +$17.4K +355 +3%
XT
219
XTX Topco
Cayman Islands
$527K +$527K +10,762 New
VPIM
220
Vanguard Personalized Indexing Management
California
$523K +$102K +2,079 +24%
EI
221
Ethic Inc
New York
$502K +$90.5K +1,847 +22%
Aristotle Capital Management
222
Aristotle Capital Management
California
$490K – – –
IHL
223
Investment House LLC
California
$485K – – –
PCM
224
Perkins Capital Management
Minnesota
$484K -$4.06K -83 -0.8%
MSRPS
225
Maryland State Retirement & Pension System
Maryland
$478K – – –
7 8
9
10 11