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Donaldson

455 hedge funds and large institutions have $6.15B invested in Donaldson in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 139 increasing their positions, 180 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+2
Holders Change %
+0.44%
% of All Funds
7.18%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
44
Increased
139
Reduced
180
Closed
42
Calls
$1.53M
Puts
$1.09M
Net Calls
+$438K
Net Calls Change
-$130K
Name Holding Trade Value Shares
Change
Shares
Change %
QCM
201
Quantinno Capital Management
New York
$1.18M +$13.9K +223 +1%
MFG
202
MidWestOne Financial Group
Iowa
$1.18M
Victory Capital Management
203
Victory Capital Management
Texas
$1.17M -$5.73M -91,614 -83%
PAM
204
Panagora Asset Management
Massachusetts
$1.16M +$320K +5,126 +38%
FAM
205
Formidable Asset Management
Ohio
$1.16M
SFI
206
Susquehanna Fundamental Investments
Pennsylvania
$1.12M -$509K -8,141 -31%
VPIM
207
Vanguard Personalized Indexing Management
California
$1.11M -$34.8K -557 -3%
HBWM
208
Hollow Brook Wealth Management
New York
$1.1M
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$1.1M
Osaic Holdings
210
Osaic Holdings
Arizona
$1.09M -$19.4K -311 -2%
GCP
211
GSA Capital Partners
United Kingdom
$1.08M +$501K +8,012 +86%
PP
212
PDT Partners
New York
$1.06M +$1.38K +22 +0.1%
JPMPWA
213
J.P. Morgan Private Wealth Advisors
California
$1.02M -$233K -3,731 -19%
CGH
214
Crossmark Global Holdings
Texas
$1.01M -$36.1K -577 -3%
HIIFS
215
Harel Insurance Investments & Financial Services
Israel
$1.01M +$966K +15,500 +2,067%
AIM
216
Allen Investment Management
New York
$1M
NW
217
NewEdge Wealth
Pennsylvania
$973K -$3.56K -57 -0.4%
VAS
218
Vestmark Advisory Solutions
Massachusetts
$973K -$3.5K -56 -0.4%
EI
219
Ethic Inc
New York
$972K +$113K +1,807 +13%
RJFSA
220
Raymond James Financial Services Advisors
Florida
$961K +$71.1K +1,137 +8%
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
$950K -$468K -7,494 -33%
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$944K -$2.55M -39,837 -73%
D.E. Shaw & Co
223
D.E. Shaw & Co
New York
$944K +$944K +15,098 New
SPA
224
Sherbrooke Park Advisers
New York
$940K +$508K +8,133 +118%
GIP
225
Granite Investment Partners
California
$903K