We are live on ! Find out more
IR icon

Ingersoll Rand

573 hedge funds and large institutions have $19.7B invested in Ingersoll Rand in 2021 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 203 increasing their positions, 159 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 159

2.73% more ownership

Funds ownership: 94.15%96.88% (+2.7%)

2% more capital invested

Capital invested by funds: $19.4B → $19.7B (+$324M)

8% less call options, than puts

Call options by funds: $22.5M | Put options by funds: $24.4M

2% less funds holding

Funds holding: 586573 (-13)

10% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 60

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
573
Holders Change
-13
Holders Change %
-2.22%
% of All Funds
9.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
54
Increased
203
Reduced
159
Closed
60
Calls
$22.5M
Puts
$24.4M
Net Calls
-$1.9M
Net Calls Change
-$8.88M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$48M -$6.21M -126,454 -11%
DLA
52
Douglas Lane & Associates
New York
$46.6M +$489K +9,969 +1%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.6M +$11.5M +233,932 +32%
Amundi
54
Amundi
France
$46.4M +$46.7M +951,394 New
PPA
55
Parametric Portfolio Associates
Washington
$42.9M -$1.3M -26,487 -3%
Swedbank
56
Swedbank
Sweden
$42.1M +$39.9M +813,600 +1,653%
Truist Financial
57
Truist Financial
North Carolina
$42.1M +$8.63M +175,906 +26%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$40.8M +$1.8M +36,707 +5%
KBC Group
59
KBC Group
Belgium
$39M +$4.2M +85,590 +12%
SO
60
STRS Ohio
Ohio
$38.2M +$25.6M +522,075 +200%
GF
61
Greenhouse Funds
Maryland
$37.7M +$14.6M +297,206 +62%
TRSOTSOK
62
Teachers Retirement System of the State of Kentucky
Kentucky
$36.2M +$4.08M +83,100 +13%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$32.3M +$1.26M +25,691 +4%
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$29.8M -$24.7M -503,693 -45%
GIG
65
Goodnow Investment Group
Connecticut
$29.4M -$413K -8,410 -1%
National Pension Service
66
National Pension Service
South Korea
$28.6M +$184K +3,758 +0.6%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$28.5M -$353K -7,189 -1%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$27M +$16.9M +345,004 +165%
IM
69
Islet Management
New York
$26.8M
Goldman Sachs
70
Goldman Sachs
New York
$26M -$6.02M -122,672 -19%
CS
71
Credit Suisse
Switzerland
$25M -$12.8M -259,824 -34%
SCM
72
Segantii Capital Management
Hong Kong
$24.4M +$24.5M +500,000 New
Principal Financial Group
73
Principal Financial Group
Iowa
$22.6M +$651K +13,269 +3%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$21.6M -$12.9M -263,830 -37%
Citigroup
75
Citigroup
New York
$21.2M -$1.05M -21,419 -5%

IR Hedge Fund Activity: Q2 2021 in Review

573 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2021, worth a combined $19.7B — up 1.7% from $19.4B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of IR and 54 opened new positions — a net loss of 6 holders — while 159 trimmed existing stakes and 203 added.

The largest buyer was JP Morgan Chase, adding an estimated $340M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $736M.

  • 573 institutional investors held Ingersoll Rand (IR) as of Q2 2021, down from 586 in Q1 2021.
  • Funds reported $19.7B of Ingersoll Rand stock for Q2 2021, up 1.7% quarter-over-quarter.
  • 54 funds opened new Ingersoll Rand positions in Q2 2021 and 60 closed out, a net change of -6 holders.
  • The largest Ingersoll Rand buyer in Q2 2021 was JP Morgan Chase, an estimated $340M added.
  • The largest Ingersoll Rand seller in Q2 2021 was Kohlberg Kravis Roberts & Co, an estimated $736M sold.

Based on aggregated 13F filings for Q2 2021.