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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 %
GT
476
Greenleaf Trust
Michigan
$584K +$12.8K +142 +2%
CFG
477
Cooper Financial Group
California
$580K -$86.8K -960 -13%
SWP
478
Stratos Wealth Partners
Ohio
$564K +$52.1K +576 +10%
NME
479
Notis-McConarty Edward
$559K – – –
AAM
480
Auxier Asset Management
Oregon
$548K – – –
RPC
481
Rossmore Private Capital
Connecticut
$542K – – –
UBP
482
Union Bancaire Privee
Switzerland
$541K +$541K +6,288 New
MFS
483
Miller Financial Services
Michigan
$539K +$539K +5,954 New
MSA
484
MUFG Securities Americas
New York
$538K +$538K +5,950 New
GWMR
485
GC Wealth Management RIA
Massachusetts
$537K -$260K -2,875 -33%
NA
486
NewEdge Advisors
Louisiana
$532K +$108K +1,198 +26%
WPC
487
Wedmont Private Capital
Pennsylvania
$532K +$51.5K +592 +11%
WSFS
488
Wilmington Savings Fund Society
Delaware
$531K +$12.9K +143 +2%
ATC
489
Argent Trust Co
Tennessee
$527K +$44.7K +494 +9%
AIM
490
Aigen Investment Management
New York
$525K +$525K +5,805 New
EWA
491
EP Wealth Advisors
California
$523K +$20K +221 +4%
DWM
492
Dogwood Wealth Management
Kansas
$522K +$50.6K +559 +11%
SIA
493
Strategic Investment Advisors
Michigan
$522K +$110K +1,220 +27%
HAG
494
HighPoint Advisor Group
Illinois
$519K +$213K +2,306 +69%
RMC
495
Resources Management Corp
Connecticut
$517K – – –
MWM
496
Mission Wealth Management
California
$511K -$5.25K -58 -1%
BPA
497
Beacon Pointe Advisors
California
$509K +$40K +442 +9%
SFA
498
Sequoia Financial Advisors
Ohio
$508K +$45.9K +507 +10%
SAM
499
Shell Asset Management
Netherlands
$508K +$197K +2,179 +63%
ESB
500
Essex Savings Bank
Connecticut
$507K -$181 -2 -0%
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