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Donaldson

454 hedge funds and large institutions have $6.42B invested in Donaldson in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 156 increasing their positions, 157 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 22

91% more call options, than puts

Call options by funds: $1.19M | Put options by funds: $621K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

13% more capital invested

Capital invested by funds: $5.67B → $6.42B (+$751M)

9% more funds holding

Funds holding: 417454 (+37)

0.81% more ownership

Funds ownership: 80.28%81.09% (+0.81%)

1% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 157

Holders
454
Holders Change
+37
Holders Change %
+8.87%
% of All Funds
7.24%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
64
Increased
156
Reduced
157
Closed
22
Calls
$1.19M
Puts
$621K
Net Calls
+$568K
Net Calls Change
+$291K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$841M +$7.04M +112,092 +0.9%
BlackRock
2
BlackRock
New York
$722M -$8.4M -133,722 -1%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$659M
State Street
4
State Street
Massachusetts
$394M -$29.3M -466,476 -7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$281M +$12.4M +197,536 +5%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$239M -$12.5M -198,570 -5%
Franklin Resources
7
Franklin Resources
California
$182M +$402K +6,403 +0.2%
BTW
8
Boston Trust Walden
Massachusetts
$172M +$1.63M +25,960 +1%
MPI
9
Mairs & Power Inc
Minnesota
$159M -$23.5M -373,630 -13%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$130M +$1.76M +27,945 +1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$124M -$1.77M -28,091 -1%
FMI
12
Fiduciary Management Inc
Wisconsin
$122M -$2.96M -47,092 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$97.6M +$395K +6,286 +0.4%
Morgan Stanley
14
Morgan Stanley
New York
$88.5M +$2.86M +45,487 +3%
Impax Asset Management Group
15
Impax Asset Management Group
United Kingdom
$87.2M -$18.4M -292,065 -18%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$86.4M +$1.96M +31,118 +2%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$79M -$643K -10,236 -0.8%
American Century Companies
18
American Century Companies
Missouri
$77M +$1.16M +18,519 +2%
Northern Trust
19
Northern Trust
Illinois
$63.9M +$875K +13,920 +1%
Norges Bank
20
Norges Bank
Norway
$61.6M -$8.14M -129,457 -12%
Principal Financial Group
21
Principal Financial Group
Iowa
$61.1M +$2.7M +42,916 +5%
GF
22
Gabelli Funds
New York
$48.9M -$292K -4,650 -0.6%
Charles Schwab
23
Charles Schwab
California
$48.2M -$472K -7,504 -1%
GCM
24
Geneva Capital Management
Wisconsin
$47.6M +$529K +8,411 +1%
MPIA
25
Mountain Pacific Investment Advisers
Idaho
$45.5M -$523K -8,321 -1%