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Ingersoll Rand
IR

122 hedge funds and large institutions have $5.48B invested in Ingersoll Rand in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

30% more capital invested

Capital invested by funds: $4.21B → $5.48B (+$1.27B)

13% more funds holding

Funds holding: 108 → 122 (+14)

2.44% more ownership

Funds ownership: 76.05% → 78.49% (+2.4%)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

Holders
122
Holders Change
+14
Holders Change %
+12.96%
% of All Funds
3.04%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
34
Increased
41
Reduced
40
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
+$117M
2
UBS AM
UBS AM
Illinois
+$65.5M
3
Boston Partners
Boston Partners
Massachusetts
+$22.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$19.6M
5
SCP
Sandhill Capital Partners
New York
+$17.2M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$49.1M
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$32.4M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$20.3M
4
Millennium Management
Millennium Management
New York
-$12.4M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$698K +$597K +25,371 New
OAM
77
Oppenheimer Asset Management
New York
$653K +$15.4K +656 +3%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$640K +$164K +6,975 +43%
QSS
79
Quantitative Systematic Strategies
Florida
$620K -$1.36M -57,681 -72%
PPA
80
Parametric Portfolio Associates
Washington
$605K +$517K +21,968 New
DCM
81
Driehaus Capital Management
Illinois
$579K +$495K +21,038 New
Two Sigma Advisers
82
Two Sigma Advisers
New York
$575K -$181K -7,700 -27%
California Public Employees Retirement System
83
California Public Employees Retirement System
California
$550K – – –
CS
84
Credit Suisse
Switzerland
$539K +$117K +4,974 +34%
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$511K +$848 +36 +0.2%
Natixis Advisors
86
Natixis Advisors
Massachusetts
$453K +$59.4K +2,522 +18%
VOYA Investment Management
87
VOYA Investment Management
Georgia
$438K -$1.6K -68 -0.4%
AJ
88
Ashburton (Jersey)
Jersey
$429K +$367K +15,600 New
Invesco
89
Invesco
Georgia
$348K -$12.6K -535 -4%
QC
90
Quadrature Capital
United Kingdom
$335K +$287K +12,170 New
PSUF
91
People's United Financial
Connecticut
$327K +$279K +11,863 New
SEC
92
Seven Eight Capital
New York
$311K +$266K +11,300 New
IR
93
Invictus RG
Bermuda
$309K +$264K +11,223 New
BFM
94
Boothbay Fund Management
New York
$273K -$251K -10,664 -52%
DTL
95
Dynamic Technology Lab
Singapore
$272K +$233K +9,877 New
Pacer Advisors
96
Pacer Advisors
Pennsylvania
$250K +$214K +9,083 New
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$241K +$206K +8,769 New
HSBC Holdings
98
HSBC Holdings
United Kingdom
$239K +$205K +8,700 New
AB
99
Amalgamated Bank
New York
$223K +$191K +8,117 New
URS
100
Utah Retirement Systems
Utah
$215K +$184K +7,800 New
2 3
4
5 6

IR Hedge Fund Activity: Q3 2017 in Review

122 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q3 2017, worth a combined $5.48B — up 30% from $4.21B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IR positions and 19 closed out — a net gain of 15 holders — while 41 added to existing stakes and 40 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $117M. The largest seller was Neuberger Berman Group, cutting an estimated $49.1M.

  • 122 institutional investors held Ingersoll Rand (IR) as of Q3 2017, up from 108 in Q2 2017.
  • Funds reported $5.48B of Ingersoll Rand stock for Q3 2017, up 30% quarter-over-quarter.
  • 34 funds opened new Ingersoll Rand positions in Q3 2017 and 19 closed out, a net change of +15 holders.
  • The largest Ingersoll Rand buyer in Q3 2017 was Artisan Partners, an estimated $117M added.
  • The largest Ingersoll Rand seller in Q3 2017 was Neuberger Berman Group, an estimated $49.1M sold.

Based on aggregated 13F filings for Q3 2017.