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Donaldson

450 hedge funds and large institutions have $6.1B invested in Donaldson in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 142 increasing their positions, 165 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-5
Holders Change %
-1.1%
% of All Funds
7.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
142
Reduced
165
Closed
50
Calls
$1.08M
Puts
$507K
Net Calls
+$572K
Net Calls Change
+$134K
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
201
Osaic Holdings
Arizona
$1.21M +$173K +2,896 +17%
Victory Capital Management
202
Victory Capital Management
Texas
$1.19M +$70.6K +1,183 +6%
Pacer Advisors
203
Pacer Advisors
Pennsylvania
$1.18M -$380K -6,373 -24%
X
204
Xponance
Pennsylvania
$1.17M -$15.9K -267 -1%
IEFM
205
IQ EQ Fund Management
Ireland
$1.14M +$437K +7,325 +62%
QCM
206
Quantinno Capital Management
New York
$1.14M +$9.72K +163 +0.9%
MFG
207
MidWestOne Financial Group
Iowa
$1.12M
VPIM
208
Vanguard Personalized Indexing Management
California
$1.12M +$62.6K +1,050 +6%
PAM
209
Panagora Asset Management
Massachusetts
$1.11M -$775 -13 -0.1%
FAM
210
Formidable Asset Management
Ohio
$1.11M
EI
211
Ethic Inc
New York
$1.1M +$170K +2,858 +18%
HIIFS
212
Harel Insurance Investments & Financial Services
Israel
$1.09M +$120K +2,000 +12%
VRS
213
Virginia Retirement Systems
Virginia
$1.08M -$227K -3,800 -17%
HBWM
214
Hollow Brook Wealth Management
New York
$1.05M
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$1.03M -$12.9K -217 -1%
CGH
216
Crossmark Global Holdings
Texas
$978K -$6.13K -101 -0.6%
WIC
217
Willis Investment Counsel
Georgia
$973K -$177K -2,967 -15%
AIM
218
Allen Investment Management
New York
$954K
JPMPWA
219
J.P. Morgan Private Wealth Advisors
California
$934K -$35.1K -589 -4%
Federated Hermes
220
Federated Hermes
Pennsylvania
$931K -$250K -4,188 -21%
VAS
221
Vestmark Advisory Solutions
Massachusetts
$923K -$5.13K -86 -0.6%
NW
222
NewEdge Wealth
Pennsylvania
$923K -$5.13K -86 -0.6%
Amundi
223
Amundi
France
$882K +$40.3K +666 +5%
GIP
224
Granite Investment Partners
California
$862K
DTL
225
Dynamic Technology Lab
Singapore
$848K +$452K +7,580 +114%