We are live on ! Find out more
IR icon

Ingersoll Rand

522 hedge funds and large institutions have $11.4B invested in Ingersoll Rand in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 139 increasing their positions, 216 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $16.9M

14% more capital invested

Capital invested by funds: $9.96B → $11.4B (+$1.39B)

0.26% more ownership

Funds ownership: 96.65%96.91% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 544522 (-22)

21% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 91

36% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 216

Holders
522
Holders Change
-22
Holders Change %
-4.04%
% of All Funds
10.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
139
Reduced
216
Closed
91
Calls
$22.8M
Puts
$16.9M
Net Calls
+$5.92M
Net Calls Change
+$7.05M
Name Holding Trade Value Shares
Change
Change in
Stake
NICM
326
Neo Ivy Capital Management
New York
$209K +$23.7K +840 +13%
LIA
327
LS Investment Advisors
Michigan
$208K +$44.8K +1,585 +27%
QP
328
Quilter Plc
United Kingdom
$207K -$306K -10,824 -59%
VI
329
Vestcor Inc
New Brunswick, Canada
$207K -$46.3K -1,640 -18%
WAM
330
World Asset Management
Michigan
$205K -$139K -4,934 -40%
AP
331
Advisor Partners
California
$204K +$205K +7,252 New
HPC
332
HM Payson & Co
Maine
$192K
JSC
333
Jackson Square Capital
California
$180K -$27.8K -983 -13%
CCM
334
Covington Capital Management
California
$172K +$28.2K +999 +20%
CHC
335
City Holding Co
West Virginia
$171K -$361K -12,790 -68%
AIP
336
Ameritas Investment Partners
Nebraska
$156K
CAPTRUST Financial Advisors
337
CAPTRUST Financial Advisors
North Carolina
$148K -$64.4K -2,280 -30%
SF
338
Synovus Financial
Georgia
$143K -$62.1K -2,198 -30%
TRCT
339
Tower Research Capital (TRC)
New York
$140K +$8.14K +288 +6%
SFM
340
Systematic Financial Management
New Jersey
$124K
QI
341
QS Investors
New York
$112K -$9.21K -326 -8%
LS
342
Livforsakringsbolaget Skandia
Sweden
$106K -$317K -11,206 -75%
VNA
343
Valley National Advisers
Pennsylvania
$100K -$17.1K -606 -15%
SNT
344
Security National Trust
West Virginia
$100K -$1.58K -56 -2%
HWA
345
Heritage Wealth Advisors
Virginia
$95.8K
MRCM
346
M&R Capital Management
New Jersey
$94K
WT
347
Whittier Trust
California
$93K -$8.84K -313 -9%
HNB
348
Huntington National Bank
Ohio
$92K -$28K -992 -23%
CIA
349
CSat Investment Advisory
Michigan
$85K -$85 -3 -0.1%
RWB
350
RMR Wealth Builders
New Jersey
$74K +$74.5K +2,639 New

IR Hedge Fund Activity: Q2 2020 in Review

522 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2020, worth a combined $11.4B — up 14% from $9.96B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of IR and 72 opened new positions — a net loss of 19 holders — while 216 trimmed existing stakes and 139 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $287M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $731M.

  • 522 institutional investors held Ingersoll Rand (IR) as of Q2 2020, down from 544 in Q1 2020.
  • Funds reported $11.4B of Ingersoll Rand stock for Q2 2020, up 14% quarter-over-quarter.
  • 72 funds opened new Ingersoll Rand positions in Q2 2020 and 91 closed out, a net change of -19 holders.
  • The largest Ingersoll Rand buyer in Q2 2020 was T. Rowe Price Associates, an estimated $287M added.
  • The largest Ingersoll Rand seller in Q2 2020 was Kohlberg Kravis Roberts & Co, an estimated $731M sold.

Based on aggregated 13F filings for Q2 2020.