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Ingersoll Rand

586 hedge funds and large institutions have $19.4B invested in Ingersoll Rand in 2021 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 185 increasing their positions, 167 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $22.9M | Put options by funds: $16M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

11% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 167

9% more capital invested

Capital invested by funds: $17.8B → $19.4B (+$1.62B)

5% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 77

0.75% more ownership

Funds ownership: 93.4%94.15% (+0.75%)

0% more funds holding

Funds holding: 585586 (+1)

Holders
586
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
10.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
81
Increased
185
Reduced
167
Closed
77
Calls
$22.9M
Puts
$16M
Net Calls
+$6.99M
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.13B -$113M -2,447,826 -4%
KKRC
2
Kohlberg Kravis Roberts & Co
New York
$2.2B
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.93B +$33.2M +716,794 +2%
BlackRock
4
BlackRock
New York
$1.19B +$83.1M +1,796,284 +8%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.02B -$307M -6,638,444 -24%
State Street
6
State Street
Massachusetts
$703M +$10.4M +225,804 +2%
JP Morgan Chase
7
JP Morgan Chase
New York
$654M +$318M +6,872,342 +107%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$586M +$65M +1,403,832 +13%
Artisan Partners
9
Artisan Partners
Wisconsin
$568M +$29.4M +635,135 +6%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$471M +$9.81M +211,955 +2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$405M +$4.19M +90,558 +1%
DCP
12
Durable Capital Partners
Maryland
$349M +$101M +2,173,549 +44%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$328M -$5.77M -124,712 -2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$305M +$6.02M +130,103 +2%
BGC
15
Beutel, Goodman & Co
Ontario, Canada
$283M +$20.2M +437,317 +8%
UBS AM
16
UBS AM
Illinois
$274M +$18.5M +399,239 +8%
Viking Global Investors
17
Viking Global Investors
Connecticut
$264M -$35.9M -774,889 -13%
Ameriprise
18
Ameriprise
Minnesota
$222M -$47M -1,015,332 -18%
Northern Trust
19
Northern Trust
Illinois
$190M -$1.97M -42,481 -1%
AllianceBernstein
20
AllianceBernstein
Tennessee
$188M +$16.6M +357,850 +10%
Norges Bank
21
Norges Bank
Norway
$162M +$2.75M +59,358 +2%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$162M +$242K +5,233 +0.2%
Citadel Advisors
23
Citadel Advisors
Florida
$156M -$151M -3,253,468 -51%
Ninety One (UK)
24
Ninety One (UK)
United Kingdom
$141M +$3.86M +83,441 +3%
WRF
25
Waddell & Reed Financial
Kansas
$122M +$15.2M +328,501 +15%

IR Hedge Fund Activity: Q1 2021 in Review

586 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2021, worth a combined $19.4B — up 9.1% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IR positions and 77 closed out — a net gain of 4 holders — while 185 added to existing stakes and 167 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $318M. The largest seller was Wellington Management Group, cutting an estimated $307M.

  • 586 institutional investors held Ingersoll Rand (IR) as of Q1 2021, up from 585 in Q4 2020.
  • Funds reported $19.4B of Ingersoll Rand stock for Q1 2021, up 9.1% quarter-over-quarter.
  • 81 funds opened new Ingersoll Rand positions in Q1 2021 and 77 closed out, a net change of +4 holders.
  • The largest Ingersoll Rand buyer in Q1 2021 was JP Morgan Chase, an estimated $318M added.
  • The largest Ingersoll Rand seller in Q1 2021 was Wellington Management Group, an estimated $307M sold.

Based on aggregated 13F filings for Q1 2021.