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Ingersoll Rand

928 hedge funds and large institutions have $35.9B invested in Ingersoll Rand in 2024 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 330 increasing their positions, 275 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $54.5M | Put options by funds: $19.6M

116% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 69

20% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 275

7% more funds holding

Funds holding: 866928 (+62)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.64% less ownership

Funds ownership: 99.08%98.44% (-0.64%)

9% less capital invested

Capital invested by funds: $39.3B → $35.9B (-$3.38B)

Holders
928
Holders Change
+62
Holders Change %
+7.16%
% of All Funds
12.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
149
Increased
330
Reduced
275
Closed
69
Calls
$54.5M
Puts
$19.6M
Net Calls
+$34.9M
Net Calls Change
-$42.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.13B +$44.5M +446,591 +1%
Capital International Investors
2
Capital International Investors
California
$3.32B +$160M +1,606,363 +5%
BlackRock
3
BlackRock
New York
$3.23B +$68M +682,919 +2%
Capital World Investors
4
Capital World Investors
California
$1.82B +$19.7M +197,711 +1%
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.71B -$164M -1,644,375 -8%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.71B +$64.6M +649,102 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.58B +$131M +1,320,223 +8%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$1.57B -$207M -2,083,217 -11%
State Street
9
State Street
Massachusetts
$1.47B +$50.9M +511,412 +3%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$1.25B -$363M -3,643,236 -21%
Franklin Resources
11
Franklin Resources
California
$1.11B +$67.7M +679,856 +6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$871M +$21.1M +212,107 +2%
Fisher Asset Management
13
Fisher Asset Management
Washington
$617M +$8.03M +80,679 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$491M -$2.23M -22,382 -0.4%
Morgan Stanley
15
Morgan Stanley
New York
$488M -$4.61M -46,339 -0.9%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$447M -$52.4M -525,923 -10%
Norges Bank
17
Norges Bank
Norway
$430M +$20.8M +209,378 +5%
UBS AM
18
UBS AM
Illinois
$381M -$143M -1,431,718 -25%
Northern Trust
19
Northern Trust
Illinois
$366M +$61.9M +622,246 +18%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$358M -$15.7M -157,747 -4%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$324M +$7.34M +73,772 +2%
N
22
Nuveen
North Carolina
$283M -$53.2M -533,889 -15%
Invesco
23
Invesco
Georgia
$283M +$8.68M +87,145 +3%
UBS Group
24
UBS Group
Switzerland
$282M +$202M +2,032,376 +187%
Ameriprise
25
Ameriprise
Minnesota
$215M -$9.78M -98,265 -4%

IR Hedge Fund Activity: Q4 2024 in Review

928 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2024, worth a combined $35.9B — down 8.6% from $39.3B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new IR positions and 69 closed out — a net gain of 80 holders — while 330 added to existing stakes and 275 trimmed.

The largest buyer was UBS Group, adding an estimated $202M. The largest seller was Artisan Partners, cutting an estimated $476M.

  • 928 institutional investors held Ingersoll Rand (IR) as of Q4 2024, up from 866 in Q3 2024.
  • Funds reported $35.9B of Ingersoll Rand stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 149 funds opened new Ingersoll Rand positions in Q4 2024 and 69 closed out, a net change of +80 holders.
  • The largest Ingersoll Rand buyer in Q4 2024 was UBS Group, an estimated $202M added.
  • The largest Ingersoll Rand seller in Q4 2024 was Artisan Partners, an estimated $476M sold.

Based on aggregated 13F filings for Q4 2024.