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Ingersoll Rand

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: 14 (+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: 108122 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
KKRC
1
Kohlberg Kravis Roberts & Co
New York
$4.03B
Artisan Partners
2
Artisan Partners
Wisconsin
$136M +$117M +4,948,958 New
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$130M +$1.41M +59,700 +1%
AllianceBernstein
4
AllianceBernstein
Tennessee
$103M -$2.63M -111,643 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$101M +$19.6M +832,131 +29%
Alyeska Investment Group
6
Alyeska Investment Group
Illinois
$89.3M -$20.3M -863,093 -21%
UBS AM
7
UBS AM
Illinois
$76.5M +$65.5M +2,780,577 New
Jennison Associates
8
Jennison Associates
New York
$62.8M +$52K +2,207 +0.1%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$54.2M -$7.07M -300,206 -13%
TA
10
Teachers Advisors
New York
$50.8M -$8.4M -356,636 -16%
BlackRock
11
BlackRock
New York
$45.4M +$4.05M +172,005 +12%
TCIM
12
TIAA CREF Investment Management
New York
$43M -$7.03M -298,613 -16%
Wells Fargo
13
Wells Fargo
California
$40.8M +$7.58M +321,779 +28%
Norges Bank
14
Norges Bank
Norway
$34M -$9.11M -386,823 -24%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$27M -$49.1M -2,085,069 -68%
PCM
16
Peregrine Capital Management
Minnesota
$26.6M +$5.39M +228,846 +31%
Boston Partners
17
Boston Partners
Massachusetts
$26.4M +$22.6M +958,030 New
Fidelity Investments
18
Fidelity Investments
Massachusetts
$25.9M +$12.4M +526,988 +128%
DP
19
DSAM Partners
United Kingdom
$25M +$4.18M +177,723 +24%
FIM
20
Foresters Investment Management
New York
$20.8M +$10.1M +427,900 +131%
SCP
21
Sandhill Capital Partners
New York
$20.1M +$17.2M +731,289 New
Franklin Resources
22
Franklin Resources
California
$19.9M -$7.73M -328,080 -31%
GKIM
23
GW&K Investment Management
Massachusetts
$19.5M +$16.7M +707,819 New
CG
24
Carmignac Gestion
France
$18.4M +$6M +255,000 +61%
Millennium Management
25
Millennium Management
New York
$15M -$12.4M -528,283 -49%

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.