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Ingersoll Rand

573 hedge funds and large institutions have $19.7B invested in Ingersoll Rand in 2021 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 203 increasing their positions, 159 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 159

2.73% more ownership

Funds ownership: 94.15%96.88% (+2.7%)

2% more capital invested

Capital invested by funds: $19.4B → $19.7B (+$324M)

8% less call options, than puts

Call options by funds: $22.5M | Put options by funds: $24.4M

2% less funds holding

Funds holding: 586573 (-13)

10% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 60

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
573
Holders Change
-13
Holders Change %
-2.22%
% of All Funds
9.97%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
54
Increased
203
Reduced
159
Closed
60
Calls
$22.5M
Puts
$24.4M
Net Calls
-$1.9M
Net Calls Change
-$8.88M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.96B -$148M -3,023,637 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.94B +$26.1M +532,355 +1%
KKRC
3
Kohlberg Kravis Roberts & Co
New York
$1.45B -$736M -15,000,000 -33%
BlackRock
4
BlackRock
New York
$1.19B +$11.1M +225,645 +0.9%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.03B +$16.3M +332,278 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$987M +$340M +6,921,391 +52%
Artisan Partners
7
Artisan Partners
Wisconsin
$859M +$297M +6,059,144 +52%
State Street
8
State Street
Massachusetts
$704M +$6.72M +136,890 +1%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$637M +$56.1M +1,142,547 +10%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$520M +$53.1M +1,082,161 +11%
UBS AM
11
UBS AM
Illinois
$451M +$181M +3,680,776 +66%
DCP
12
Durable Capital Partners
Maryland
$365M +$19.6M +399,745 +6%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$335M -$66.8M -1,362,097 -17%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$324M -$1.25M -25,384 -0.4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$314M +$11.5M +233,673 +4%
Viking Global Investors
16
Viking Global Investors
Connecticut
$313M +$51.4M +1,046,942 +19%
BGC
17
Beutel, Goodman & Co
Ontario, Canada
$292M +$11.5M +234,680 +4%
Ameriprise
18
Ameriprise
Minnesota
$221M +$1.63M +33,248 +0.7%
Northern Trust
19
Northern Trust
Illinois
$201M +$12.1M +247,034 +6%
AllianceBernstein
20
AllianceBernstein
Tennessee
$172M -$14.4M -294,381 -8%
Norges Bank
21
Norges Bank
Norway
$171M +$9.63M +196,211 +6%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$162M +$1.44M +29,399 +0.9%
Macquarie Group
23
Macquarie Group
Australia
$135M +$129M +2,620,173 +1,891%
TCAM
24
Turtle Creek Asset Management
Ontario, Canada
$127M +$41.6M +846,700 +48%
Ninety One (UK)
25
Ninety One (UK)
United Kingdom
$117M -$23.7M -482,179 -17%

IR Hedge Fund Activity: Q2 2021 in Review

573 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2021, worth a combined $19.7B — up 1.7% from $19.4B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of IR and 54 opened new positions — a net loss of 6 holders — while 159 trimmed existing stakes and 203 added.

The largest buyer was JP Morgan Chase, adding an estimated $340M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $736M.

  • 573 institutional investors held Ingersoll Rand (IR) as of Q2 2021, down from 586 in Q1 2021.
  • Funds reported $19.7B of Ingersoll Rand stock for Q2 2021, up 1.7% quarter-over-quarter.
  • 54 funds opened new Ingersoll Rand positions in Q2 2021 and 60 closed out, a net change of -6 holders.
  • The largest Ingersoll Rand buyer in Q2 2021 was JP Morgan Chase, an estimated $340M added.
  • The largest Ingersoll Rand seller in Q2 2021 was Kohlberg Kravis Roberts & Co, an estimated $736M sold.

Based on aggregated 13F filings for Q2 2021.