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Ingersoll Rand

682 hedge funds and large institutions have $22.8B invested in Ingersoll Rand in 2023 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 237 increasing their positions, 205 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $26.6M | Put options by funds: $9.9M

73% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 49

16% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 205

12% more capital invested

Capital invested by funds: $20.4B → $22.8B (+$2.36B)

4% more funds holding

Funds holding: 658682 (+24)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less ownership

Funds ownership: 97.16%96.16% (-1%)

Holders
682
Holders Change
+24
Holders Change %
+3.65%
% of All Funds
10.87%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
85
Increased
237
Reduced
205
Closed
49
Calls
$26.6M
Puts
$9.9M
Net Calls
+$16.7M
Net Calls Change
+$6.05M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$2.7B -$250M -4,434,215 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.67B +$27.1M +480,897 +1%
BlackRock
3
BlackRock
New York
$1.78B -$82.6M -1,466,074 -5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.63B -$140M -2,479,153 -8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$985M +$398M +7,066,175 +72%
Artisan Partners
6
Artisan Partners
Wisconsin
$887M -$20.2M -358,675 -2%
State Street
7
State Street
Massachusetts
$873M -$7.26M -128,833 -0.9%
JP Morgan Chase
8
JP Morgan Chase
New York
$701M -$150M -2,668,711 -18%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$624M +$792K +14,044 +0.1%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$580M +$7.08M +125,655 +1%
PI
11
Putnam Investments
Massachusetts
$509M +$7.94M +140,762 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$487M +$10.8M +191,089 +2%
UBS AM
13
UBS AM
Illinois
$446M +$5.63M +99,834 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$389M -$72.8M -1,290,591 -16%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$306M -$165M -2,925,325 -36%
Fisher Asset Management
16
Fisher Asset Management
Washington
$301M +$17.1M +302,527 +6%
Morgan Stanley
17
Morgan Stanley
New York
$272M -$1.59M -28,136 -0.6%
Northern Trust
18
Northern Trust
Illinois
$236M -$100K -1,781 -0%
Norges Bank
19
Norges Bank
Norway
$229M +$20.3M +359,594 +10%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$191M +$2.28M +40,402 +1%
Aristotle Capital Management
21
Aristotle Capital Management
California
$185M -$7.17M -127,174 -4%
Ameriprise
22
Ameriprise
Minnesota
$184M -$94.6M -1,678,899 -35%
Invesco
23
Invesco
Georgia
$179M +$48.9M +867,246 +39%
N
24
Nuveen
North Carolina
$166M +$24.2M +428,860 +18%
TCAM
25
Turtle Creek Asset Management
Ontario, Canada
$157M -$3.91M -69,346 -3%

IR Hedge Fund Activity: Q1 2023 in Review

682 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q1 2023, worth a combined $22.8B — up 12% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IR positions and 49 closed out — a net gain of 36 holders — while 237 added to existing stakes and 205 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $398M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $250M.

  • 682 institutional investors held Ingersoll Rand (IR) as of Q1 2023, up from 658 in Q4 2022.
  • Funds reported $22.8B of Ingersoll Rand stock for Q1 2023, up 12% quarter-over-quarter.
  • 85 funds opened new Ingersoll Rand positions in Q1 2023 and 49 closed out, a net change of +36 holders.
  • The largest Ingersoll Rand buyer in Q1 2023 was Fidelity Investments, an estimated $398M added.
  • The largest Ingersoll Rand seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $250M sold.

Based on aggregated 13F filings for Q1 2023.