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Ingersoll Rand
IR

658 hedge funds and large institutions have $20.4B invested in Ingersoll Rand in 2022 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 222 increasing their positions, 183 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $4.03M

254% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 35

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

21% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 183

13% more funds holding

Funds holding: 581 → 658 (+77)

12% more capital invested

Capital invested by funds: $18.2B → $20.4B (+$2.21B)

7.12% less ownership

Funds ownership: 104.28% → 97.16% (-7.1%)

Holders
658
Holders Change
+77
Holders Change %
+13.25%
% of All Funds
10.58%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
124
Increased
222
Reduced
183
Closed
35
Calls
$14.7M
Puts
$4.03M
Net Calls
+$10.7M
Net Calls Change
-$714K

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$155M
2
Millennium Management
Millennium Management
New York
+$102M
3
Morgan Stanley
Morgan Stanley
New York
+$94.9M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$84.3M
5
Citadel Advisors
Citadel Advisors
Florida
+$51.8M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$648M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$518M
3
Artisan Partners
Artisan Partners
Wisconsin
-$280M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$178M
5
JP Morgan Chase
JP Morgan Chase
New York
-$141M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$120M +$102M +2,003,695 +686%
Holocene Advisors
27
Holocene Advisors
New York
$118M +$32M +626,201 +38%
Invesco
28
Invesco
Georgia
$115M -$3.83M -75,047 -3%
Amundi
29
Amundi
France
$112M +$11.8M +230,496 +13%
AllianceBernstein
30
AllianceBernstein
Tennessee
$109M -$4.39M -85,963 -4%
TD Asset Management
31
TD Asset Management
Ontario, Canada
$108M -$15.5M -303,852 -13%
Charles Schwab
32
Charles Schwab
California
$105M +$2.97M +58,209 +3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$103M +$7.67M +150,187 +8%
Franklin Resources
34
Franklin Resources
California
$102M -$1.32M -25,866 -1%
DCP
35
Durable Capital Partners
Maryland
$95.9M – – –
SEI Investments
36
SEI Investments
Pennsylvania
$93.3M -$30.9M -605,102 -25%
Goldman Sachs
37
Goldman Sachs
New York
$91.8M +$27.6M +540,659 +44%
Swiss National Bank
38
Swiss National Bank
Switzerland
$85.7M -$6.05M -118,516 -7%
Bank of America
39
Bank of America
North Carolina
$78.4M +$4.6M +90,017 +6%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$77.9M -$1.18M -23,159 -2%
GKIM
41
GW&K Investment Management
Massachusetts
$76.2M +$6.12M +119,820 +9%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$68.7M -$1.29M -25,298 -2%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$67.8M +$918K +17,973 +1%
CIM
44
CCLA Investment Management
United Kingdom
$60.8M -$6.21M -121,714 -9%
DLA
45
Douglas Lane & Associates
New York
$59.1M +$1.59M +31,075 +3%
Citadel Advisors
46
Citadel Advisors
Florida
$53.4M +$51.8M +1,014,242 +12,147%
BNP Paribas Asset Management
47
BNP Paribas Asset Management
France
$50.5M +$13.4M +262,383 +37%
Deutsche Bank
48
Deutsche Bank
Germany
$50M +$989K +19,373 +2%
Loomis, Sayles & Company
49
Loomis, Sayles & Company
Massachusetts
$48.4M -$647K -12,665 -1%
UBS Group
50
UBS Group
Switzerland
$47.9M +$17.3M +339,283 +59%
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IR Hedge Fund Activity: Q4 2022 in Review

658 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2022, worth a combined $20.4B — up 12% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new IR positions and 35 closed out — a net gain of 89 holders — while 222 added to existing stakes and 183 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $155M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $648M.

  • 658 institutional investors held Ingersoll Rand (IR) as of Q4 2022, up from 581 in Q3 2022.
  • Funds reported $20.4B of Ingersoll Rand stock for Q4 2022, up 12% quarter-over-quarter.
  • 124 funds opened new Ingersoll Rand positions in Q4 2022 and 35 closed out, a net change of +89 holders.
  • The largest Ingersoll Rand buyer in Q4 2022 was Balyasny Asset Management, an estimated $155M added.
  • The largest Ingersoll Rand seller in Q4 2022 was T. Rowe Price Investment Management, an estimated $648M sold.

Based on aggregated 13F filings for Q4 2022.