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Ingersoll Rand

728 hedge funds and large institutions have $24.8B invested in Ingersoll Rand in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 225 increasing their positions, 249 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $43.3M | Put options by funds: $21M

28% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 65

2% more funds holding

Funds holding: 717728 (+11)

0.01% more ownership

Funds ownership: 95.95%95.95% (+0.01%)

2% less capital invested

Capital invested by funds: $25.3B → $24.8B (-$448M)

10% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 249

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
728
Holders Change
+11
Holders Change %
+1.53%
% of All Funds
11.55%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.08%
New
83
Increased
225
Reduced
249
Closed
65
Calls
$43.3M
Puts
$21M
Net Calls
+$22.3M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.88B -$20.7M -311,627 -0.7%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$2.41B -$208M -3,119,790 -8%
BlackRock
3
BlackRock
New York
$2.12B +$82.1M +1,234,136 +4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.71B -$25.2M -379,484 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.22B +$41.7M +627,146 +3%
State Street
6
State Street
Massachusetts
$956M -$15.8M -236,751 -2%
Artisan Partners
7
Artisan Partners
Wisconsin
$780M -$174M -2,614,581 -18%
JP Morgan Chase
8
JP Morgan Chase
New York
$736M +$14.2M +213,441 +2%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$618M +$909K +13,665 +0.1%
Capital International Investors
10
Capital International Investors
California
$576M +$602M +9,043,508 New
PI
11
Putnam Investments
Massachusetts
$557M -$3.11M -46,802 -0.5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$555M +$11.6M +174,122 +2%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$550M -$79M -1,186,704 -12%
Capital Research Global Investors
14
Capital Research Global Investors
California
$426M +$445M +6,692,034 New
UBS AM
15
UBS AM
Illinois
$400M -$92.4M -1,388,288 -18%
Fisher Asset Management
16
Fisher Asset Management
Washington
$395M +$17.4M +261,147 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$335M -$3.95M -59,397 -1%
Morgan Stanley
18
Morgan Stanley
New York
$317M -$5.18M -77,887 -2%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$296M -$41.4M -621,746 -12%
Northern Trust
20
Northern Trust
Illinois
$255M +$6.36M +95,559 +2%
Norges Bank
21
Norges Bank
Norway
$245M +$5.37M +80,637 +2%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$198M -$1.6M -24,035 -0.8%
Amundi
23
Amundi
France
$197M +$26.5M +398,209 +15%
Invesco
24
Invesco
Georgia
$195M -$16.9M -253,260 -8%
Ameriprise
25
Ameriprise
Minnesota
$186M -$4.8M -72,120 -2%

IR Hedge Fund Activity: Q3 2023 in Review

728 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q3 2023, worth a combined $24.8B — down 1.8% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new IR positions and 65 closed out — a net gain of 18 holders — while 225 added to existing stakes and 249 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $602M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $208M.

  • 728 institutional investors held Ingersoll Rand (IR) as of Q3 2023, up from 717 in Q2 2023.
  • Funds reported $24.8B of Ingersoll Rand stock for Q3 2023, down 1.8% quarter-over-quarter.
  • 83 funds opened new Ingersoll Rand positions in Q3 2023 and 65 closed out, a net change of +18 holders.
  • The largest Ingersoll Rand buyer in Q3 2023 was Capital International Investors, an estimated $602M added.
  • The largest Ingersoll Rand seller in Q3 2023 was T. Rowe Price Investment Management, an estimated $208M sold.

Based on aggregated 13F filings for Q3 2023.