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Ingersoll Rand

661 hedge funds and large institutions have $24.6B invested in Ingersoll Rand in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 194 increasing their positions, 181 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

776% more call options, than puts

Call options by funds: $167M | Put options by funds: $19.1M

165% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 49

100% more funds holding in top 10

Funds holding in top 10: 510 (+5)

24% more capital invested

Capital invested by funds: $19.9B → $24.6B (+$4.69B)

13% more funds holding

Funds holding: 587661 (+74)

3.64% more ownership

Funds ownership: 94.19%97.84% (+3.6%)

7% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 181

Holders
661
Holders Change
+74
Holders Change %
+12.61%
% of All Funds
10.17%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
130
Increased
194
Reduced
181
Closed
49
Calls
$167M
Puts
$19.1M
Net Calls
+$148M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.57B -$68.3M -1,200,125 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.67B +$41M +720,055 +2%
BlackRock
3
BlackRock
New York
$1.81B +$79.4M +1,395,084 +5%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.5B +$193M +3,386,296 +16%
Artisan Partners
5
Artisan Partners
Wisconsin
$1.41B +$18.5M +325,031 +1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.09B -$244M -4,286,275 -20%
State Street
7
State Street
Massachusetts
$972M +$23M +404,215 +3%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$904M -$2.03M -35,658 -0.2%
UBS AM
9
UBS AM
Illinois
$686M +$1.41M +24,842 +0.2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$640M +$9.81M +172,247 +2%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$628M -$9.52M -167,223 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$451M +$6.81M +119,561 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$432M -$39.6M -695,238 -9%
Ameriprise
14
Ameriprise
Minnesota
$354M +$77M +1,351,709 +31%
DCP
15
Durable Capital Partners
Maryland
$333M -$2.61M -45,851 -0.8%
Northern Trust
16
Northern Trust
Illinois
$251M -$1.67M -29,322 -0.7%
Norges Bank
17
Norges Bank
Norway
$212M -$3.6M -63,182 -2%
AllianceBernstein
18
AllianceBernstein
Tennessee
$203M -$9.46M -166,134 -5%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$201M -$2.3M -40,329 -1%
TCAM
20
Turtle Creek Asset Management
Ontario, Canada
$187M -$3.02M -52,950 -2%
PI
21
Putnam Investments
Massachusetts
$185M +$163M +2,870,852 +2,471%
N
22
Nuveen
North Carolina
$184M +$16.2M +285,176 +11%
CVA
23
Ceredex Value Advisors
Florida
$175M -$25M -439,149 -13%
TD Asset Management
24
TD Asset Management
Ontario, Canada
$170M +$67.2M +1,179,732 +75%
Adage Capital Partners
25
Adage Capital Partners
Massachusetts
$158M -$798K -14,012 -0.5%

IR Hedge Fund Activity: Q4 2021 in Review

661 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2021, worth a combined $24.6B — up 24% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new IR positions and 49 closed out — a net gain of 81 holders — while 194 added to existing stakes and 181 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $193M. The largest seller was Wellington Management Group, cutting an estimated $244M.

  • 661 institutional investors held Ingersoll Rand (IR) as of Q4 2021, up from 587 in Q3 2021.
  • Funds reported $24.6B of Ingersoll Rand stock for Q4 2021, up 24% quarter-over-quarter.
  • 130 funds opened new Ingersoll Rand positions in Q4 2021 and 49 closed out, a net change of +81 holders.
  • The largest Ingersoll Rand buyer in Q4 2021 was JP Morgan Chase, an estimated $193M added.
  • The largest Ingersoll Rand seller in Q4 2021 was Wellington Management Group, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2021.