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Ingersoll Rand

658 hedge funds and large institutions have $20.4B invested in Ingersoll Rand in 2022 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 222 increasing their positions, 183 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $4.03M

254% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 35

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

21% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 183

13% more funds holding

Funds holding: 581658 (+77)

12% more capital invested

Capital invested by funds: $18.2B → $20.4B (+$2.21B)

7.12% less ownership

Funds ownership: 104.28%97.16% (-7.1%)

Holders
658
Holders Change
+77
Holders Change %
+13.25%
% of All Funds
10.58%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
124
Increased
222
Reduced
183
Closed
35
Calls
$14.7M
Puts
$4.03M
Net Calls
+$10.7M
Net Calls Change
-$714K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$2.66B -$648M -12,700,052 -20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.37B +$33.4M +653,898 +1%
BlackRock
3
BlackRock
New York
$1.68B -$15.5M -304,341 -0.9%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.59B +$84.3M +1,651,634 +6%
Artisan Partners
5
Artisan Partners
Wisconsin
$816M -$280M -5,488,296 -26%
State Street
6
State Street
Massachusetts
$791M -$168K -3,299 -0%
JP Morgan Chase
7
JP Morgan Chase
New York
$769M -$141M -2,763,387 -16%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$559M -$518M -10,151,663 -49%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$516M +$48.3M +946,767 +11%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$514M -$178M -3,479,624 -26%
PI
11
Putnam Investments
Massachusetts
$450M -$20.1M -394,429 -4%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$428M -$61.3M -1,200,900 -13%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$427M +$10.4M +203,766 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$417M -$51.6M -1,010,271 -11%
UBS AM
15
UBS AM
Illinois
$395M -$3.6M -70,429 -0.9%
Fisher Asset Management
16
Fisher Asset Management
Washington
$254M +$19.3M +377,999 +8%
Ameriprise
17
Ameriprise
Minnesota
$253M -$17.8M -348,938 -7%
Morgan Stanley
18
Morgan Stanley
New York
$246M +$94.9M +1,858,698 +65%
Northern Trust
19
Northern Trust
Illinois
$212M +$3.47M +67,949 +2%
Norges Bank
20
Norges Bank
Norway
$187M +$11.8M +230,749 +7%
Aristotle Capital Management
21
Aristotle Capital Management
California
$173M -$15.3M -300,447 -8%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$158M +$155M +3,027,218 New
TCAM
23
Turtle Creek Asset Management
Ontario, Canada
$144M -$20M -391,400 -12%
Legal & General Group
24
Legal & General Group
United Kingdom
$129M -$1.18M -23,195 -0.9%
N
25
Nuveen
North Carolina
$126M -$42.9M -839,663 -26%

IR Hedge Fund Activity: Q4 2022 in Review

658 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2022, worth a combined $20.4B — up 12% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new IR positions and 35 closed out — a net gain of 89 holders — while 222 added to existing stakes and 183 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $155M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $648M.

  • 658 institutional investors held Ingersoll Rand (IR) as of Q4 2022, up from 581 in Q3 2022.
  • Funds reported $20.4B of Ingersoll Rand stock for Q4 2022, up 12% quarter-over-quarter.
  • 124 funds opened new Ingersoll Rand positions in Q4 2022 and 35 closed out, a net change of +89 holders.
  • The largest Ingersoll Rand buyer in Q4 2022 was Balyasny Asset Management, an estimated $155M added.
  • The largest Ingersoll Rand seller in Q4 2022 was T. Rowe Price Investment Management, an estimated $648M sold.

Based on aggregated 13F filings for Q4 2022.