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Ingersoll Rand
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Overview Fund Activity

920 hedge funds and large institutions have $35.8B invested in Ingersoll Rand in 2024 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 327 increasing their positions, 272 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
920
Holders Change
+61
Holders Change %
+7.1%
% of All Funds
12.25%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
148
Increased
327
Reduced
272
Closed
69
Calls
$54.5M
Puts
$19.6M
Net Calls
+$34.9M
Net Calls Change
-$42.5M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$184M
2
Capital International Investors
Capital International Investors
California
+$145M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$119M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$71.7M
5
BlackRock
BlackRock
New York
+$61.8M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$432M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$330M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$188M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$149M
5
UBS AM
UBS AM
Illinois
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
401
Atria Wealth Solutions
New York
$991K +$380K +4,197 +62%
CSIC
402
Clifford Swan Investment Counsel
California
$975K – – –
MCM
403
MAI Capital Management
Ohio
$971K +$2.08K +23 +0.2%
AAS
404
Avantax Advisory Services
Texas
$970K +$460K +5,083 +90%
HA
405
Herold Advisors
New York
$969K -$162K -1,790 -14%
UCFA
406
United Capital Financial Advisors
Texas
$968K +$4.34K +48 +0.5%
Bessemer Group
407
Bessemer Group
New Jersey
$956K +$185K +2,047 +24%
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$949K -$101K -1,121 -10%
RWA
409
River Wealth Advisors
Pennsylvania
$935K +$633 +7 +0.1%
USAA
410
United Services Automobile Association
Texas
$922K +$922K +10,193 New
LIM
411
Leavell Investment Management
Alabama
$920K – – –
TCM
412
Teza Capital Management
Illinois
$907K +$907K +10,030 New
VSQM
413
V-Square Quantitative Management
Illinois
$907K +$26K +287 +3%
VA
414
Vident Advisory
Georgia
$905K +$82.3K +910 +10%
ANTB
415
AMG National Trust Bank
Colorado
$897K – – –
KWA
416
Kingswood Wealth Advisors
California
$896K -$30.5K -337 -3%
DAS
417
Dynamic Advisor Solutions
Arizona
$893K -$72.3K -799 -7%
WI
418
Wahed Invest
New York
$891K +$4.34K +48 +0.5%
SG Americas Securities
419
SG Americas Securities
New York
$889K -$7.65M -84,594 -90%
FCM
420
Fieldview Capital Management
Michigan
$879K +$879K +9,720 New
YMRC
421
Yorktown Management & Research Company
Virginia
$877K – – –
IAA
422
Independent Advisor Alliance
North Carolina
$861K +$123K +1,364 +17%
CIM
423
Contravisory Investment Management
Massachusetts
$857K +$16.1K +178 +2%
SPA
424
Sherbrooke Park Advisers
New York
$850K +$850K +9,399 New
WS
425
Wedbush Securities
California
$823K +$228K +2,516 +38%
15 16
17
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