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Ingersoll Rand

717 hedge funds and large institutions have $25.3B invested in Ingersoll Rand in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 243 increasing their positions, 228 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $30.7M | Put options by funds: $9.72M

78% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 46

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.3B (+$2.54B)

5% more funds holding

Funds holding: 682717 (+35)

7% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 228

0.21% less ownership

Funds ownership: 96.16%95.95% (-0.21%)

Holders
717
Holders Change
+35
Holders Change %
+5.13%
% of All Funds
11.26%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
82
Increased
243
Reduced
228
Closed
46
Calls
$30.7M
Puts
$9.72M
Net Calls
+$21M
Net Calls Change
+$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
251
Centiva Capital
New York
$2.16M +$1.96M +33,098 New
SAM
252
Securian Asset Management
Minnesota
$2.15M -$30.3K -513 -2%
IAS
253
Insigneo Advisory Services
Florida
$2.14M
Bank of Nova Scotia
254
Bank of Nova Scotia
Ontario, Canada
$2.13M +$282K +4,775 +17%
KRS
255
Kentucky Retirement Systems
Kentucky
$2.13M +$30K +508 +2%
BHIA
256
Birch Hill Investment Advisors
Massachusetts
$2.1M
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$2.07M +$745K +12,599 +66%
MSRPS
258
Maryland State Retirement & Pension System
Maryland
$2.02M -$61.4K -1,038 -3%
Pacer Advisors
259
Pacer Advisors
Pennsylvania
$1.98M -$187K -3,169 -9%
CLOS
260
Compagnie Lombard Odier SCmA
Switzerland
$1.98M -$235K -3,971 -12%
E
261
Ergoteles
New York
$1.96M +$1.03M +17,359 +137%
LFM
262
LGT Fund Management
Liechtenstein
$1.96M +$1.77M +30,000 New
LGF
263
LGT Group Foundation
Liechtenstein
$1.96M +$1.77M +30,000 New
Rafferty Asset Management
264
Rafferty Asset Management
New York
$1.91M +$168K +2,843 +11%
HIMCH
265
Hartford Investment Management Co (HIMCO)
Connecticut
$1.86M -$335K -5,667 -17%
Commonwealth Equity Services
266
Commonwealth Equity Services
Massachusetts
$1.83M +$31.3K +530 +2%
Wealthfront Advisers
267
Wealthfront Advisers
California
$1.82M +$685K +11,579 +71%
BFA
268
Bragg Financial Advisors
North Carolina
$1.79M -$16.7K -282 -1%
JMPWA
269
JP Morgan Private Wealth Advisors
California
$1.79M -$394K -6,668 -20%
UIM
270
USS Investment Management
United Kingdom
$1.78M
DTL
271
Dynamic Technology Lab
Singapore
$1.74M +$1.19M +20,121 +310%
Creative Planning
272
Creative Planning
Kansas
$1.73M +$146K +2,468 +10%
QCM
273
Qsemble Capital Management
New York
$1.69M +$1.16M +19,600 +311%
Two Sigma Investments
274
Two Sigma Investments
New York
$1.67M +$1.51M +25,500 New
MWM
275
Massachusetts Wealth Management
Massachusetts
$1.67M +$54.9K +928 +4%

IR Hedge Fund Activity: Q2 2023 in Review

717 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2023, worth a combined $25.3B — up 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IR positions and 46 closed out — a net gain of 36 holders — while 243 added to existing stakes and 228 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $146M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $326M.

  • 717 institutional investors held Ingersoll Rand (IR) as of Q2 2023, up from 682 in Q1 2023.
  • Funds reported $25.3B of Ingersoll Rand stock for Q2 2023, up 11% quarter-over-quarter.
  • 82 funds opened new Ingersoll Rand positions in Q2 2023 and 46 closed out, a net change of +36 holders.
  • The largest Ingersoll Rand buyer in Q2 2023 was VOYA Investment Management, an estimated $146M added.
  • The largest Ingersoll Rand seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $326M sold.

Based on aggregated 13F filings for Q2 2023.