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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 %
CNBT
651
Canandaigua National Bank & Trust
New York
$236K -$40.6K -449 -15%
BAM
652
Belpointe Asset Management
Nevada
$235K +$39.5K +432 +20%
GPWM
653
Grant Private Wealth Management
California
$232K +$232K +2,569 New
PAM
654
Palisade Asset Management
Minnesota
$231K – – –
MFIM
655
Mesirow Financial Investment Management
Illinois
$229K +$229K +2,534 New
RCA
656
Resonant Capital Advisors
Wisconsin
$229K -$66.1K -731 -22%
MFG
657
Merit Financial Group
Georgia
$229K +$229K +2,529 New
BPW
658
Bingham Private Wealth
California
$228K +$228K +2,515 New
WPW
659
Waldron Private Wealth
Pennsylvania
$227K +$633 +7 +0.3%
FI
660
Fractal Investments
Connecticut
$226K – – –
TCM
661
Tributary Capital Management
Nebraska
$226K +$226K +2,500 New
AFG
662
Atomi Financial Group
New York
$226K +$226K +2,497 New
B
663
Bailard
California
$225K – – –
EA
664
Everpar Advisors
Oklahoma
$225K -$15.6K -172 -6%
GBT
665
Grove Bank & Trust
Florida
$224K +$3.62K +40 +2%
GSEP
666
Golden State Equity Partners
California
$223K +$93.7K +1,036 +72%
VFA
667
Valeo Financial Advisors
Indiana
$223K +$1.72K +19 +0.8%
FWA
668
FSM Wealth Advisors
Ohio
$222K +$12.2K +134 +6%
FH
669
FWG Holdings
Florida
$221K – – –
GWM
670
Gray Wealth Management
Maine
$221K – – –
NG
671
Northstar Group
New York
$219K – – –
ST
672
Spinnaker Trust
Maine
$218K – – –
GI
673
Gradient Investments
Minnesota
$218K – – –
SW
674
SVB Wealth
Massachusetts
$218K +$218K +2,408 New
SIS
675
Sound Income Strategies
Florida
$218K -$119K -1,321 -35%
25 26
27
28 29