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Ingersoll Rand

661 hedge funds and large institutions have $24.6B invested in Ingersoll Rand in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 194 increasing their positions, 181 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

776% more call options, than puts

Call options by funds: $167M | Put options by funds: $19.1M

165% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 49

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

24% more capital invested

Capital invested by funds: $19.9B → $24.6B (+$4.69B)

13% more funds holding

Funds holding: 587661 (+74)

3.64% more ownership

Funds ownership: 94.19%97.84% (+3.6%)

7% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 181

Holders
661
Holders Change
+74
Holders Change %
+12.61%
% of All Funds
10.17%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
130
Increased
194
Reduced
181
Closed
49
Calls
$167M
Puts
$19.1M
Net Calls
+$148M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
501
Laurie J. Hall Trustee
$65K
RAM
502
Riggs Asset Management
Pennsylvania
$65K
WBC
503
West Branch Capital
Massachusetts
$64K -$8.54K -150 -13%
LC
504
Lindbrook Capital
California
$60K +$37.1K +651 +200%
PVH
505
Psagot Value Holdings
Israel
$55K
RG
506
Retirement Group
California
$55K +$17.1K +300 +27%
HNWAG
507
High Net Worth Advisory Group
Florida
$55K +$50.2K +882 New
CT
508
Cambridge Trust
Massachusetts
$53K +$49.3K +865 New
PCG
509
Private Capital Group
Connecticut
$52K
Capstone Investment Advisors
510
Capstone Investment Advisors
New York
$50K +$46.5K +816 New
ACA
511
Atlas Capital Advisors
Wyoming
$49.9K
CI Investments Inc
512
CI Investments Inc
Ontario, Canada
$49K +$42.6K +749 +1,560%
HIIFS
513
Harel Insurance Investments & Financial Services
Israel
$47K +$13.4K +235 +44%
EI
514
Ellevest Inc
New York
$46K +$342 +6 +0.8%
HR
515
Howe & Rusling
New York
$45K
AA
516
Addison Advisors
Vermont
$45K +$740 +13 +2%
DSC
517
Duncker Streett & Co
Missouri
$44K
FFA
518
Freedman Financial Associates
Massachusetts
$44K
UIA
519
Ulland Investment Advisors
Minnesota
$44K +$40.1K +705 New
WTA
520
Washington Trust Advisors
Massachusetts
$44K +$40.1K +705 New
WT
521
Washington Trust
Rhode Island
$42K -$40.1K -705 -51%
MAM
522
Meeder Asset Management
Ohio
$42K -$12.6K -221 -25%
AIM
523
Achmea Investment Management
Netherlands
$41K
TWA
524
TCI Wealth Advisors
Arizona
$39K
CCM
525
Cribstone Capital Management
Maine
$38K

IR Hedge Fund Activity: Q4 2021 in Review

661 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2021, worth a combined $24.6B — up 24% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new IR positions and 49 closed out — a net gain of 81 holders — while 194 added to existing stakes and 181 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $193M. The largest seller was Wellington Management Group, cutting an estimated $244M.

  • 661 institutional investors held Ingersoll Rand (IR) as of Q4 2021, up from 587 in Q3 2021.
  • Funds reported $24.6B of Ingersoll Rand stock for Q4 2021, up 24% quarter-over-quarter.
  • 130 funds opened new Ingersoll Rand positions in Q4 2021 and 49 closed out, a net change of +81 holders.
  • The largest Ingersoll Rand buyer in Q4 2021 was JP Morgan Chase, an estimated $193M added.
  • The largest Ingersoll Rand seller in Q4 2021 was Wellington Management Group, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2021.