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Ingersoll Rand

586 hedge funds and large institutions have $17.8B invested in Ingersoll Rand in 2020 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 146 increasing their positions, 200 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 37

98% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $8.72M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $14.4B → $17.8B (+$3.41B)

17% more funds holding

Funds holding: 503586 (+83)

3.5% less ownership

Funds ownership: 96.9%93.4% (-3.5%)

27% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 200

Holders
586
Holders Change
+83
Holders Change %
+16.5%
% of All Funds
10.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
124
Increased
146
Reduced
200
Closed
37
Calls
$17.2M
Puts
$8.72M
Net Calls
+$8.52M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NICM
276
Neo Ivy Capital Management
New York
$635K +$187K +4,523 +48%
CSIC
277
Clifford Swan Investment Counsel
California
$624K -$6.91K -167 -1%
Nomura Holdings
278
Nomura Holdings
Japan
$612K +$279K +6,732 +100%
SIC
279
Salem Investment Counselors
North Carolina
$608K
BC
280
Bridgefront Capital
Texas
$607K +$551K +13,316 New
William Blair & Company
281
William Blair & Company
Illinois
$606K -$4.22K -102 -0.8%
IRF
282
IBM Retirement Fund
New York
$584K +$64.4K +1,557 +14%
CI
283
Cigna Investments
Connecticut
$576K +$65.8K +1,591 +14%
TCM
284
Teza Capital Management
Illinois
$558K +$507K +12,251 New
WCM
285
Weld Capital Management
New York
$557K +$506K +12,222 New
BFO
286
Boston Family Office
Massachusetts
$545K -$41 -1 -0%
DZ Bank
287
DZ Bank
Germany
$541K
IAA
288
Independent Advisor Alliance
North Carolina
$528K +$480K +11,599 New
PP
289
Paloma Partners
Connecticut
$525K +$135K +3,254 +39%
Mackenzie Financial
290
Mackenzie Financial
Ontario, Canada
$523K +$20.9K +505 +5%
Mercer Global Advisors
291
Mercer Global Advisors
Colorado
$520K -$46.4K -1,121 -9%
KA
292
Kintegral Advisory
New York
$519K
Wealthfront Advisers
293
Wealthfront Advisers
California
$518K +$3.56K +86 +0.8%
TI
294
Trexquant Investment
Connecticut
$513K +$62.5K +1,510 +15%
KCM
295
Kennedy Capital Management
Missouri
$509K +$67.2K +1,625 +17%
OC
296
Oppenheimer & Co
New York
$503K -$26.1K -631 -5%
AIM
297
Aigen Investment Management
New York
$500K +$454K +10,967 New
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$496K -$67.1K -1,621 -13%
ECM
299
Everence Capital Management
Indiana
$493K +$447K +10,810 New
ANTB
300
AMG National Trust Bank
Colorado
$481K -$7.95K -192 -2%

IR Hedge Fund Activity: Q4 2020 in Review

586 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2020, worth a combined $17.8B — up 24% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new IR positions and 37 closed out — a net gain of 87 holders — while 146 added to existing stakes and 200 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $264M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $368M sold.

  • 586 institutional investors held Ingersoll Rand (IR) as of Q4 2020, up from 503 in Q3 2020.
  • Funds reported $17.8B of Ingersoll Rand stock for Q4 2020, up 24% quarter-over-quarter.
  • 124 funds opened new Ingersoll Rand positions in Q4 2020 and 37 closed out, a net change of +87 holders.
  • The largest Ingersoll Rand buyer in Q4 2020 was Citadel Advisors, an estimated $264M added.
  • The largest Ingersoll Rand seller in Q4 2020 was D1 Capital Partners, an estimated $368M sold.

Based on aggregated 13F filings for Q4 2020.