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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 %
PP
626
Patron Partners
Texas
$266K +$46.9K +519 +21%
CSP
627
Cary Street Partners
Virginia
$264K +$264K +2,919 New
AC
628
Avestar Capital
New York
$264K -$32.9K -364 -11%
LNB
629
Ledyard National Bank
$263K +$3.17K +35 +1%
EWA
630
Exencial Wealth Advisors
Oklahoma
$262K +$29.6K +327 +13%
SWP
631
Sagespring Wealth Partners
Tennessee
$259K +$259K +2,868 New
CFO
632
Callan Family Office
Pennsylvania
$255K +$255K +2,824 New
GIA
633
GHP Investment Advisors
Colorado
$255K – – –
HAS
634
HBW Advisory Services
California
$254K +$2.99K +33 +1%
SEIA
635
Signature Estate & Investment Advisors
California
$253K +$6.51K +72 +3%
WG
636
Welch Group
Alabama
$248K +$5.34K +59 +2%
CI
637
CX Institutional
Indiana
$248K +$15.5K +171 +7%
HWA
638
Heritage Wealth Advisors
Virginia
$247K +$452 +5 +0.2%
EH
639
Equitable Holdings
New York
$245K -$6.15K -68 -2%
PFP
640
Pinnacle Financial Partners
Tennessee
$245K – – –
SWM
641
Spire Wealth Management
Virginia
$245K -$58.7K -649 -19%
TC
642
TownSquare Capital
Utah
$244K +$244K +2,697 New
EFS
643
Essex Financial Services
Connecticut
$243K +$49.9K +552 +26%
CAM
644
Creekmur Asset Management
Illinois
$243K -$181 -2 -0.1%
CIA
645
Concurrent Investment Advisors
Florida
$243K -$71.8K -794 -23%
ACM
646
Argyle Capital Management
Pennsylvania
$239K – – –
FAB
647
First American Bank
Illinois
$238K – – –
FG
648
Foster Group
Iowa
$238K -$271 -3 -0.1%
MA
649
Montag & Associates
Georgia
$238K -$181 -2 -0.1%
SIA
650
Schechter Investment Advisors
Michigan
$237K +$21.8K +241 +10%
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