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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
$282M
2
Capital International Investors
Capital International Investors
California
$3.32B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.58B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$71.7M
5
BlackRock
BlackRock
New York
$3.23B

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$144M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.25B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.57B
4
Capital Research Global Investors
Capital Research Global Investors
California
$1.71B
5
UBS AM
UBS AM
Illinois
$381M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
901
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$919 – – –
CPG
902
Cornerstone Planning Group
New Jersey
$919 +$184 +2 +25%
AP
903
Atwood & Palmer
Missouri
$905 – – –
CAWM
904
Capital A Wealth Management
Pennsylvania
$905 +$905 +10 New
CT
905
Coastline Trust
Rhode Island
$905 +$905 +10 New
OSNBOA
906
Old Second National Bank of Aurora
Illinois
$814 +$814 +9 New
BFPW
907
BOK Financial Private Wealth
Colorado
$724 +$724 +8 New
PWA
908
Physician Wealth Advisors
Utah
$634 +$634 +7 New
TIM
909
Tortoise Investment Management
New York
$633 +$633 +7 New
WW
910
Winnow Wealth
Texas
$560 +$560 +7 New
RPA
911
Redwood Park Advisors
California
$543 +$543 +6 New
PWM
912
Parkworth Wealth Management
California
$543 +$543 +6 New
PCTC
913
Perkins Coie Trust Company
Washington
$542 – – –
HIA
914
Harbor Investment Advisory
Maryland
$452 – – –
SMAM
915
Sugar Maple Asset Management
Wisconsin
$452 +$452 +5 New
SWA
916
SOA Wealth Advisors
New York
$363 – – –
CSWM
917
Cassady Schiller Wealth Management
Ohio
$271 +$271 +3 New
T
918
Transce3nd
Texas
$271 +$271 +3 New
RS
919
Rakuten Securities
Japan
$181 -$543 -6 -75%
EWP
920
Elevation Wealth Partners
California
$13 -$14 – –
SCM
921
Sirios Capital Management
Massachusetts
– -$8.49M -86,499 Closed
Walleye Capital
922
Walleye Capital
New York
– -$7.92M -80,688 Closed
PFM
923
Patton Fund Management
Texas
– -$4.12M -42,008 Closed
QIM
924
Quantitative Investment Management
Virginia
– -$3.98M -40,520 Closed
SPS
925
Susquehanna Portfolio Strategies
Pennsylvania
– -$3.63M -36,993 Closed
35 36
37
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