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Donaldson

407 hedge funds and large institutions have $5.88B invested in Donaldson in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 128 increasing their positions, 150 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

26% more call options, than puts

Call options by funds: $3.19M | Put options by funds: $2.54M

3% more funds holding

Funds holding: 394407 (+13)

5% more capital invested

Capital invested by funds: $5.61B → $5.88B (+$263M)

0.59% more ownership

Funds ownership: 80.34%80.92% (+0.59%)

15% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 150

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
407
Holders Change
+13
Holders Change %
+3.3%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
54
Increased
128
Reduced
150
Closed
40
Calls
$3.19M
Puts
$2.54M
Net Calls
+$648K
Net Calls Change
-$4.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$713M +$12.1M +202,345 +2%
BlackRock
2
BlackRock
New York
$650M +$25.1M +420,385 +4%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$648M
State Street
4
State Street
Massachusetts
$280M -$12.4M -207,030 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$213M -$16.7M -279,489 -7%
MPI
6
Mairs & Power Inc
Minnesota
$196M -$8.09M -135,266 -4%
Franklin Resources
7
Franklin Resources
California
$187M -$2.06M -34,480 -1%
ACM
8
Atlanta Capital Management
Georgia
$149M -$10M -167,468 -6%
Wells Fargo
9
Wells Fargo
California
$140M +$59.8M +999,986 +71%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$129M +$1.21M +20,192 +0.9%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$122M +$43.8K +732 +0%
BTW
12
Boston Trust Walden
Massachusetts
$121M +$3.6M +60,208 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$97.8M -$3.56M -59,487 -3%
Impax Asset Management Group
14
Impax Asset Management Group
United Kingdom
$96.5M +$18.7M +313,513 +23%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$93.3M +$2.97M +49,623 +3%
Norges Bank
16
Norges Bank
Norway
$73.7M -$2.56M -42,859 -3%
UBS AM
17
UBS AM
Illinois
$66.2M -$2.11M -35,345 -3%
FMI
18
Fiduciary Management Inc
Wisconsin
$63.7M -$7.85M -131,371 -11%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$63.4M +$753K +12,592 +1%
Northern Trust
20
Northern Trust
Illinois
$61.2M +$3.47M +58,047 +6%
AAM
21
Ardevora Asset Management
United Kingdom
$55.4M +$57M +952,702 New
GF
22
Gabelli Funds
New York
$46.3M -$1.09M -18,300 -2%
American Century Companies
23
American Century Companies
Missouri
$44.9M +$188K +3,143 +0.4%
Ameriprise
24
Ameriprise
Minnesota
$44.5M -$3.2M -53,564 -7%
Principal Financial Group
25
Principal Financial Group
Iowa
$44M -$1.28M -21,432 -3%