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Ingersoll Rand

682 hedge funds and large institutions have $22.8B invested in Ingersoll Rand in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 237 increasing their positions, 205 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $9.9M

73% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 49

16% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 205

12% more capital invested

Capital invested by funds: $20.4B → $22.8B (+$2.36B)

4% more funds holding

Funds holding: 658682 (+24)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less ownership

Funds ownership: 97.16%96.16% (-1%)

Holders
682
Holders Change
+24
Holders Change %
+3.65%
% of All Funds
10.87%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
85
Increased
237
Reduced
205
Closed
49
Calls
$26.6M
Puts
$9.9M
Net Calls
+$16.7M
Net Calls Change
+$6.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$149M +$86.8M +1,540,655 +151%
Legal & General Group
27
Legal & General Group
United Kingdom
$148M +$4.61M +81,725 +3%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$143M -$31.7M -562,655 -19%
Holocene Advisors
29
Holocene Advisors
New York
$133M +$1.4M +24,874 +1%
Amundi
30
Amundi
France
$125M +$16.5M +291,832 +15%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$119M +$4.72M +83,817 +4%
Charles Schwab
32
Charles Schwab
California
$118M +$1.12M +19,925 +1%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$115M -$4.68M -83,101 -4%
Franklin Resources
34
Franklin Resources
California
$113M -$5.58K -99 -0%
DCP
35
Durable Capital Partners
Maryland
$113M +$5.51M +97,688 +5%
SEI Investments
36
SEI Investments
Pennsylvania
$110M +$5.51M +97,706 +5%
AllianceBernstein
37
AllianceBernstein
Tennessee
$107M -$14M -247,595 -12%
Swiss National Bank
38
Swiss National Bank
Switzerland
$93.5M -$1.86M -33,000 -2%
Millennium Management
39
Millennium Management
New York
$90.8M -$41.4M -734,854 -32%
Man Group
40
Man Group
United Kingdom
$89.9M -$35.4M -628,809 Closed
Goldman Sachs
41
Goldman Sachs
New York
$80.9M -$20.7M -367,215 -21%
Bank of America
42
Bank of America
North Carolina
$77.7M -$9.24M -163,944 -11%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$77.7M +$1.21M +21,462 +2%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$75M -$519K -9,214 -0.7%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$74.1M -$12.3M -218,033 -15%
Adage Capital Partners
46
Adage Capital Partners
Massachusetts
$73.8M +$54.9M +974,093 +331%
CIM
47
CCLA Investment Management
United Kingdom
$67.8M +$236K +4,182 +0.4%
DLA
48
Douglas Lane & Associates
New York
$66.7M +$841K +14,911 +1%
ZIG
49
Zurich Insurance Group
Switzerland
$60.7M +$14.9M +264,186 +34%
RS
50
Robeco Schweiz
Switzerland
$58.7M +$12.3M +218,700 +28%

IR Hedge Fund Activity: Q1 2023 in Review

682 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2023, worth a combined $22.8B — up 12% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IR positions and 49 closed out — a net gain of 36 holders — while 237 added to existing stakes and 205 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $398M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $250M.

  • 682 institutional investors held Ingersoll Rand (IR) as of Q1 2023, up from 658 in Q4 2022.
  • Funds reported $22.8B of Ingersoll Rand stock for Q1 2023, up 12% quarter-over-quarter.
  • 85 funds opened new Ingersoll Rand positions in Q1 2023 and 49 closed out, a net change of +36 holders.
  • The largest Ingersoll Rand buyer in Q1 2023 was Fidelity Investments, an estimated $398M added.
  • The largest Ingersoll Rand seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2023.