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Ingersoll Rand

717 hedge funds and large institutions have $25.3B invested in Ingersoll Rand in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 243 increasing their positions, 228 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $30.7M | Put options by funds: $9.72M

78% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 46

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.3B (+$2.54B)

5% more funds holding

Funds holding: 682717 (+35)

7% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 228

0.21% less ownership

Funds ownership: 96.16%95.95% (-0.21%)

Holders
717
Holders Change
+35
Holders Change %
+5.13%
% of All Funds
11.26%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
82
Increased
243
Reduced
228
Closed
46
Calls
$30.7M
Puts
$9.72M
Net Calls
+$21M
Net Calls Change
+$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.98B -$21.8M -367,943 -0.8%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$2.67B -$326M -5,518,058 -12%
BlackRock
3
BlackRock
New York
$2.09B +$78.3M +1,323,821 +4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.78B -$46.1M -779,681 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.21B +$96.2M +1,627,635 +10%
State Street
6
State Street
Massachusetts
$996M +$13.9M +235,489 +2%
Artisan Partners
7
Artisan Partners
Wisconsin
$971M -$23.7M -400,411 -3%
JP Morgan Chase
8
JP Morgan Chase
New York
$741M -$42.7M -722,010 -6%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$642M -$53.1M -898,359 -8%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$633M -$16.3M -276,370 -3%
PI
11
Putnam Investments
Massachusetts
$575M +$2.55M +43,183 +0.5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$558M +$10.2M +172,655 +2%
UBS AM
13
UBS AM
Illinois
$446M
Fisher Asset Management
14
Fisher Asset Management
Washington
$388M +$45.9M +775,961 +15%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$348M -$81.1M -1,371,150 -20%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$345M +$696K +11,767 +0.2%
Morgan Stanley
17
Morgan Stanley
New York
$331M +$22.8M +386,297 +8%
Northern Trust
18
Northern Trust
Illinois
$256M -$8.58M -145,200 -4%
Norges Bank
19
Norges Bank
Norway
$246M -$10.5M -178,304 -5%
Invesco
20
Invesco
Georgia
$216M +$13.9M +235,914 +8%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$205M -$8.97M -151,690 -5%
Ameriprise
22
Ameriprise
Minnesota
$194M -$10.3M -174,038 -5%
Aristotle Capital Management
23
Aristotle Capital Management
California
$191M -$15.5M -262,398 -8%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$178M +$146M +2,466,731 +961%
N
25
Nuveen
North Carolina
$178M -$7.26M -122,858 -4%

IR Hedge Fund Activity: Q2 2023 in Review

717 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q2 2023, worth a combined $25.3B — up 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IR positions and 46 closed out — a net gain of 36 holders — while 243 added to existing stakes and 228 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $146M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $326M.

  • 717 institutional investors held Ingersoll Rand (IR) as of Q2 2023, up from 682 in Q1 2023.
  • Funds reported $25.3B of Ingersoll Rand stock for Q2 2023, up 11% quarter-over-quarter.
  • 82 funds opened new Ingersoll Rand positions in Q2 2023 and 46 closed out, a net change of +36 holders.
  • The largest Ingersoll Rand buyer in Q2 2023 was VOYA Investment Management, an estimated $146M added.
  • The largest Ingersoll Rand seller in Q2 2023 was T. Rowe Price Investment Management, an estimated $326M sold.

Based on aggregated 13F filings for Q2 2023.