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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
Mercer Global Advisors
326
Mercer Global Advisors
Colorado
$900K -$10.9K -185 -1%
NL
327
NVWM LLC
Pennsylvania
$892K +$1.42K +24 +0.2%
Los Angeles Capital Management
328
Los Angeles Capital Management
California
$874K +$372K +6,300 +89%
Assenagon Asset Management
329
Assenagon Asset Management
Luxembourg
$861K -$18.7K -317 -2%
ESCM
330
Echo Street Capital Management
New York
$842K +$240K +4,057 +46%
PI
331
PGGM Investments
Netherlands
$842K +$380K +6,423 +99%
TRCT
332
Tower Research Capital (TRC)
New York
$837K -$51K -862 -6%
NMIMC
333
Northwestern Mutual Investment Management Company
Wisconsin
$834K +$1.89K +32 +0.3%
PAM
334
Panagora Asset Management
Massachusetts
$827K
WAM
335
Weatherly Asset Management
California
$813K
JGUA
336
John G. Ullman & Associates
New York
$803K -$47.9K -810 -6%
CSIC
337
Clifford Swan Investment Counsel
California
$793K -$2.07K -35 -0.3%
William Blair & Company
338
William Blair & Company
Illinois
$787K -$9.05K -153 -1%
LAM
339
LifePro Asset Management
California
$785K +$710K +12,014 New
MFS
340
Monetta Financial Services
Illinois
$784K
AAF
341
Andra AP-fonden
Sweden
$784K +$709K +12,000 New
BAMF
342
BI Asset Management Fondsmaeglerselskab
Denmark
$783K +$80.3K +1,359 +13%
RWA
343
River Wealth Advisors
Pennsylvania
$783K -$1.48K -25 -0.2%
SPC
344
Sigma Planning Corp
Michigan
$774K +$458K +7,754 +190%
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$773K +$19K +321 +3%
CNBT
346
Canandaigua National Bank & Trust
New York
$767K -$118 -2 -0%
AIM
347
Achmea Investment Management
Netherlands
$765K
BCM
348
Bayesian Capital Management
New York
$765K +$692K +11,700 New
MFS
349
Mirabella Financial Services
United Kingdom
$755K +$683K +11,553 New
SAM
350
Shell Asset Management
Netherlands
$754K +$386K +6,523 +130%

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.