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Ingersoll Rand
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Overview Fund Activity

779 hedge funds and large institutions have $30.2B invested in Ingersoll Rand in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 250 increasing their positions, 257 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+56
Holders Change %
+7.75%
% of All Funds
11.42%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
117
Increased
250
Reduced
257
Closed
55
Calls
$80.6M
Puts
$28.5M
Net Calls
+$52.1M
Net Calls Change
+$29.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$788M
2
BlackRock
2
BlackRock
New York
$2.83B
3
Capital International Investors
3
Capital International Investors
California
$947M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$759M
5
Man Group
5
Man Group
United Kingdom
$110M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.07B
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$2.6B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.79B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$667M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$602M
Name Holding Trade Value Shares
Change 		Shares
Change %
USB
751
Union Savings Bank
Connecticut
$3.4K +$3.4K +44 New
SWM
752
Sanctuary Wealth Management
Idaho
$3.25K – – –
SL
753
Salomon & Ludwin
Virginia
$3.06K – – –
VAG
754
VisionPoint Advisory Group
Texas
$3.02K -$1.78K -23 -37%
LIWM
755
Long Island Wealth Management
New York
$3K +$3K +37 New
FFO
756
Fortitude Family Office
Arizona
$2.71K +$2.71K +35 New
DPW
757
DiNuzzo Private Wealth
Pennsylvania
$2.4K +$2.4K +31 New
AssetMark Inc
758
AssetMark Inc
California
$2.24K +$2.01K +26 +867%
DF
759
Dunhill Financial
United Kingdom
$2.12K +$2.12K +27 New
WWM
760
Wolff Wiese Magana
California
$1.78K – – –
PMFA
761
Plante Moran Financial Advisors
Michigan
$1.78K +$1.78K +23 New
PWMG
762
Prestige Wealth Management Group
New Jersey
$1.63K -$1.86K -24 -53%
HCM
763
Hollencrest Capital Management
California
$1.47K – – –
CHA
764
Carmichael Hill & Associates
Maryland
$1.32K – – –
LAM
765
Lummis Asset Management
Texas
$1.16K +$1.16K +15 New
AW
766
Avion Wealth
Texas
$1K -$471 -8 -32%
AP
767
Atwood & Palmer
Missouri
$774 +$774 +10 New
FRA
768
Frank Rimerman Advisors
California
$696 +$696 +9 New
CPG
769
Cornerstone Planning Group
New Jersey
$619 – – –
TWD
770
True Wealth Design
Ohio
$542 – – –
HIA
771
Harbor Investment Advisory
Maryland
$541 +$541 +7 New
PCTC
772
Perkins Coie Trust Company
Washington
$464 -$232 -3 -33%
TWP
773
TFO Wealth Partners
Ohio
$464 -$232 -3 -33%
CTA
774
Colonial Trust Advisors
South Carolina
$464 – – –
EWM
775
Evermay Wealth Management
Virginia
$387 +$387 +5 New
29 30
31
32 33