DCI icon

Donaldson
DCI

Overview Fund Activity

530 hedge funds and large institutions have $7.39B invested in Donaldson in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 171 increasing their positions, 201 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+17
Holders Change %
+3.31%
% of All Funds
7.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
58
Increased
171
Reduced
201
Closed
37
Calls
$4.25M
Puts
$3.27M
Net Calls
+$974K
Net Calls Change
+$703K

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$110M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.97M
3
Renaissance Technologies
Renaissance Technologies
New York
$18M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$181M
5
EB
Eastern Bank
Massachusetts
$8.51M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$277M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$79M
3
EAM
Eagle Asset Management
Florida
$0
4
MAM
Martingale Asset Management
Massachusetts
$4.58M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPERF
201
Oregon Public Employees Retirement Fund
Oregon
$1.81M -$34.6K -470 -2%
EI
202
Ethic Inc
New York
$1.77M -$22.7K -304 -1%
GC
203
Globeflex Capital
California
$1.74M – – –
BCI
204
Brinker Capital Investments
Pennsylvania
$1.68M -$97.6K -1,324 -5%
OPS
205
Orion Portfolio Solutions
Nebraska
$1.68M -$97.6K -1,324 -5%
IIA
206
ICW Investment Advisors
Arizona
$1.68M +$58.4K +793 +4%
Natixis Advisors
207
Natixis Advisors
Massachusetts
$1.67M -$83.1K -1,128 -5%
QT
208
Quantbot Technologies
New York
$1.66M +$1.39M +18,851 +516%
AFA
209
Abacus FCF Advisors
Florida
$1.65M – – –
Jacobs Levy Equity Management
210
Jacobs Levy Equity Management
New Jersey
$1.63M +$1.63M +22,117 New
WC
211
Wexford Capital
Florida
$1.62M +$1.62M +22,000 New
ANTB
212
AMG National Trust Bank
Colorado
$1.61M -$2.87K -39 -0.2%
GC
213
Guggenheim Capital
Illinois
$1.59M +$1M +13,581 +169%
Connor, Clark & Lunn Investment Management (CC&L)
214
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.59M +$1.2M +16,237 +305%
CAM
215
Cresset Asset Management
Illinois
$1.58M +$129K +1,757 +9%
CIBC Private Wealth Group
216
CIBC Private Wealth Group
Georgia
$1.55M +$496K +6,733 +47%
HBT
217
Hills Bank & Trust
Iowa
$1.54M -$214K -2,908 -12%
WPC
218
White Pine Capital
Minnesota
$1.54M -$7.74K -105 -0.5%
SA
219
Sanctuary Advisors
Indiana
$1.53M +$380K +4,908 +33%
JF
220
Jump Financial
Illinois
$1.49M -$1.21M -16,406 -45%
BCWM
221
Bartlett & Co Wealth Management
Ohio
$1.49M -$44.2K -600 -3%
PHK
222
Point72 Hong Kong
Hong Kong
$1.48M -$1.3M -17,605 -47%
URS
223
Utah Retirement Systems
Utah
$1.46M – – –
Pathstone Holdings
224
Pathstone Holdings
New Jersey
$1.45M +$113K +1,534 +8%
DIA
225
Dean Investment Associates
Ohio
$1.44M -$128K -1,743 -8%
7 8
9
10 11