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Ingersoll Rand

188 hedge funds and large institutions have $6.02B invested in Ingersoll Rand in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 69 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $6.09M

1.61% more ownership

Funds ownership: 86.43%88.04% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 69

13% less funds holding

Funds holding: 215188 (-27)

16% less capital invested

Capital invested by funds: $7.19B → $6.02B (-$1.17B)

53% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 49

Holders
188
Holders Change
-27
Holders Change %
-12.56%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
23
Increased
65
Reduced
69
Closed
49
Calls
$15.7M
Puts
$6.09M
Net Calls
+$9.64M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
51
GAMCO Investors
Connecticut
$8.01M -$1.4M -45,399 -14%
PAM
52
Panagora Asset Management
Massachusetts
$7.68M -$17.3M -559,097 -67%
N
53
Nuveen
North Carolina
$7.58M +$408K +13,187 +5%
SSA
54
Schonfeld Strategic Advisors
New York
$7.28M -$862K -27,900 -10%
Swiss National Bank
55
Swiss National Bank
Switzerland
$6.99M +$201K +6,500 +3%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$6.88M +$2.21M +71,411 +42%
WIM
57
Weitz Investment Management
Nebraska
$6.51M
OCM
58
Olstein Capital Management
New York
$6.41M +$173K +5,600 +3%
SEI Investments
59
SEI Investments
Pennsylvania
$6.28M -$4.77M -154,446 -41%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$5.94M +$84.8K +2,745 +1%
Lazard Asset Management
61
Lazard Asset Management
New York
$5.45M -$438K -14,170 -7%
Los Angeles Capital Management
62
Los Angeles Capital Management
California
$5.21M -$5.73M -185,440 -50%
Deutsche Bank
63
Deutsche Bank
Germany
$5.18M +$354K +11,453 +7%
PCM
64
Penn Capital Management
Pennsylvania
$5.18M -$51.7K -1,672 -0.9%
CG
65
Carmignac Gestion
France
$5.09M -$418K -13,520 -7%
PPA
66
Parametric Portfolio Associates
Washington
$4.88M -$67.6K -2,187 -1%
Barclays
67
Barclays
United Kingdom
$4.6M -$287K -9,298 -5%
TAM
68
Tiverton Asset Management
Delaware
$4.29M +$159K +5,136 +4%
Axa
69
Axa
France
$3.92M +$2.96M +95,900 +225%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$3.63M
Invesco
71
Invesco
Georgia
$3.59M -$12.3M -397,096 -76%
JP Morgan Chase
72
JP Morgan Chase
New York
$3.48M -$320K -10,340 -8%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$3.39M +$184K +5,955 +5%
SB
74
Suntrust Banks
Georgia
$3.37M +$12.8K +413 +0.3%
LCP
75
LGT Capital Partners
Switzerland
$3.37M +$958K +31,000 +35%

IR Hedge Fund Activity: Q3 2019 in Review

188 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q3 2019, worth a combined $6.02B — down 16% from $7.19B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of IR and 23 opened new positions — a net loss of 26 holders — while 69 trimmed existing stakes and 65 added.

The largest buyer was Viking Global Investors, adding an estimated $206M. The largest seller was Fidelity Investments, cutting an estimated $131M.

  • 188 institutional investors held Ingersoll Rand (IR) as of Q3 2019, down from 215 in Q2 2019.
  • Funds reported $6.02B of Ingersoll Rand stock for Q3 2019, down 16% quarter-over-quarter.
  • 23 funds opened new Ingersoll Rand positions in Q3 2019 and 49 closed out, a net change of -26 holders.
  • The largest Ingersoll Rand buyer in Q3 2019 was Viking Global Investors, an estimated $206M added.
  • The largest Ingersoll Rand seller in Q3 2019 was Fidelity Investments, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2019.