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Donaldson
DCI

Overview Fund Activity

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.

Holders
450
Holders Change
-5
Holders Change %
-1.1%
% of All Funds
7.18%
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

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$182M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$56.5M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$23.1M
4
State Street
4
State Street
Massachusetts
$337M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$58.6M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$162M
2
MPI
2
Mairs & Power Inc
Minnesota
$116M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$79.2M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$1.82M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$18.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$773M 12,957,726 +43,490 +0.3%
BlackRock
2
BlackRock
New York
$652M 10,929,058 -47,169 -0.4%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$602M 10,088,753 – –
State Street
4
State Street
Massachusetts
$337M 5,657,533 +296,181 +6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$265M 4,440,692 +113,591 +3%
Wells Fargo
6
Wells Fargo
California
$182M 3,048,329 +2,663,441 +692%
Franklin Resources
7
Franklin Resources
California
$170M 2,848,331 -35,598 -1%
BTW
8
Boston Trust Walden
Massachusetts
$165M 2,773,935 +62,995 +2%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$162M 2,715,417 -495,937 -15%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$121M 2,027,637 +55,805 +3%
MPI
11
Mairs & Power Inc
Minnesota
$116M 1,944,960 -295,595 -13%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$116M 1,940,471 -24,709 -1%
FMI
13
Fiduciary Management Inc
Wisconsin
$105M 1,757,608 +28,796 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$86.9M 1,456,826 +5,162 +0.4%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$84.1M 1,410,558 -87,049 -6%
American Century Companies
16
American Century Companies
Missouri
$80.1M 1,343,875 +55,746 +4%
First Trust Advisors
17
First Trust Advisors
Illinois
$79.2M 1,327,942 -133,156 -9%
Morgan Stanley
18
Morgan Stanley
New York
$77M 1,291,202 +2,342 +0.2%
Impax Asset Management Group
19
Impax Asset Management Group
United Kingdom
$74.5M 1,261,388 -25,336 -2%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$72.5M 1,215,427 -8,022 -0.7%
Northern Trust
21
Northern Trust
Illinois
$61.2M 1,025,657 -11,332 -1%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$58.6M 982,485 +265,311 +37%
GBWM
23
Granite Bay Wealth Management
New Hampshire
$56.5M 913,500 +913,500 New
Principal Financial Group
24
Principal Financial Group
Iowa
$53.2M 892,483 -15,609 -2%
Norges Bank
25
Norges Bank
Norway
$50.3M 843,672 -35,076 -4%
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