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Donaldson
DCI

Overview Fund Activity

346 hedge funds and large institutions have $5.2B invested in Donaldson in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 116 increasing their positions, 117 reducing their positions, and 57 closing their positions.

Holders
346
Holders Change
-24
Holders Change %
-6.49%
% of All Funds
7.5%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
35
Increased
116
Reduced
117
Closed
57
Calls
$876K
Puts
$415K
Net Calls
+$461K
Net Calls Change
+$283K

Top Buyers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$48.8M
2
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$81.5M
3
State Street
3
State Street
Massachusetts
$288M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$35M
5
BTW
5
Boston Trust Walden
Massachusetts
$96.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$7.57M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.4M
3
Ameriprise
3
Ameriprise
Minnesota
$49.5M
4
SIC
4
Schwartz Investment Counsel
Michigan
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$165M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$645M 12,884,951 +77,268 +0.6%
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$619M 12,372,156 – –
BlackRock
3
BlackRock
New York
$579M 11,562,764 +195,344 +2%
State Street
4
State Street
Massachusetts
$288M 5,761,354 +722,875 +14%
MPI
5
Mairs & Power Inc
Minnesota
$253M 5,047,602 +53,870 +1%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$206M 4,123,821 -138,557 -3%
Franklin Resources
7
Franklin Resources
California
$165M 3,301,504 -21,891 -0.7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$165M 3,299,274 -202,112 -6%
ACM
9
Atlanta Capital Management
Georgia
$133M 2,664,073 +26,553 +1%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$108M 2,161,390 -793 -0%
BTW
11
Boston Trust Walden
Massachusetts
$96.8M 1,932,699 +327,898 +20%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$90.5M 1,807,820 -10,624 -0.6%
PAMU
13
Pictet Asset Management (UK)
United Kingdom
$81.5M 1,627,516 +831,322 +104%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$68.8M 1,373,855 +64,338 +5%
FAM
15
Fenimore Asset Management
New York
$61.6M 1,231,485 -19,853 -2%
Artisan Partners
16
Artisan Partners
Wisconsin
$57.3M 1,144,454 -157,295 -12%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$53.7M 1,071,980 +5,551 +0.5%
Principal Financial Group
18
Principal Financial Group
Iowa
$53.4M 1,067,285 -10,416 -1%
UBS AM
19
UBS AM
Illinois
$52.4M 1,047,484 +15,751 +2%
GF
20
Gabelli Funds
New York
$50.9M 1,016,700 -2,000 -0.2%
FC
21
Fairpointe Capital
Illinois
$50.8M 1,015,398 +67,523 +7%
Ameriprise
22
Ameriprise
Minnesota
$49.5M 989,196 -219,067 -18%
FMI
23
Fiduciary Management Inc
Wisconsin
$48.8M 975,522 +975,522 New
US Bancorp
24
US Bancorp
Minnesota
$46.7M 932,802 +26,204 +3%
Norges Bank
25
Norges Bank
Norway
$45.6M 911,437 +89,411 +11%
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