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Ingersoll Rand

586 hedge funds and large institutions have $17.8B invested in Ingersoll Rand in 2020 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 146 increasing their positions, 200 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 37

98% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $8.72M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $14.4B → $17.8B (+$3.41B)

17% more funds holding

Funds holding: 503586 (+83)

3.5% less ownership

Funds ownership: 96.9%93.4% (-3.5%)

27% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 200

Holders
586
Holders Change
+83
Holders Change %
+16.5%
% of All Funds
10.37%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
124
Increased
146
Reduced
200
Closed
37
Calls
$17.2M
Puts
$8.72M
Net Calls
+$8.52M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MLFP
576
MPS Loria Financial Planners
Illinois
$1K +$828 +20 New
FPS
577
Fieldpoint Private Securities
Connecticut
$1K +$1.08K +26 New
DWMG
578
DB Wealth Management Group
California
$1K +$1.24K +30 New
NG
579
NWK Group
California
$1K +$1.28K +31 New
WPA
580
West Paces Advisors
Georgia
$866 -$1.53K -37 -66%
TI
581
tru Independence
Oregon
$36 +$32.9K +795 New
DCP
582
D1 Capital Partners
New York
-$368M -10,326,992 Closed
LCP
583
LGT Capital Partners
Switzerland
-$6.23M -175,000 Closed
OCM
584
Olstein Capital Management
New York
-$3.95M -111,000 Closed
SLAM
585
Swiss Life Asset Management
-$1.69M -47,426 Closed
MIH
586
Meitav Investment House
Israel
-$1.45M -40,461 Closed
PCM
587
Penserra Capital Management
California
-$920K -25,846 Closed
FAB
588
First American Bank
Illinois
-$856K -24,032 Closed
PI
589
Putnam Investments
Massachusetts
-$640K -17,970 Closed
GIM
590
Granahan Investment Management
Massachusetts
-$605K -16,993 Closed
PI
591
PineBridge Investments
New York
-$504K -14,150 Closed
SWP
592
Stratos Wealth Partners
Ohio
-$446K -12,526 Closed
HI
593
HBK Investments
Texas
-$445K -12,513 Closed
AAM
594
Azzad Asset Management
Virginia
-$361K -10,142 Closed
EAM
595
Eagle Asset Management
Florida
-$315K -8,808 Closed
CA
596
Cornerstone Advisors
North Carolina
-$251K -7,059 Closed
JWCA
597
J.W. Cole Advisors
Florida
-$227K -6,379 Closed
TNBTD
598
Trustmark National Bank Trust Department
Mississippi
-$201K -5,653 Closed
JSC
599
Jackson Square Capital
California
-$129K -3,618 Closed
CHAM
600
Clear Harbor Asset Management
Connecticut
-$104K -2,911 Closed

IR Hedge Fund Activity: Q4 2020 in Review

586 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2020, worth a combined $17.8B — up 24% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new IR positions and 37 closed out — a net gain of 87 holders — while 146 added to existing stakes and 200 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $264M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $368M sold.

  • 586 institutional investors held Ingersoll Rand (IR) as of Q4 2020, up from 503 in Q3 2020.
  • Funds reported $17.8B of Ingersoll Rand stock for Q4 2020, up 24% quarter-over-quarter.
  • 124 funds opened new Ingersoll Rand positions in Q4 2020 and 37 closed out, a net change of +87 holders.
  • The largest Ingersoll Rand buyer in Q4 2020 was Citadel Advisors, an estimated $264M added.
  • The largest Ingersoll Rand seller in Q4 2020 was D1 Capital Partners, an estimated $368M sold.

Based on aggregated 13F filings for Q4 2020.