Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INGERSOLL RAND INC (IR)

833 + Investors. Track Smart Money conviction in IR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
3Q ▲
Buyers last Q
48%

Smart Money Signals — IR

Based on 813 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
813 hedge funds hold IR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
44 fewer hedge funds hold IR compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 48% buying

369 buying397 selling
Last quarter: 397 funds reduced or exited vs 369 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+21 vs last Q)

new funds entering per quarter
Funds opening a new IR position: 79 → 95 → 88 → 109. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 16% new
533 out of 813 hedge funds have held IR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

127 → 79 → 95 → 88 → 109 new funds/Q
New funds entering each quarter: 79 → 95 → 88 → 109. A growing number of institutions are discovering IR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 13% 1-2yr ■ 20% new
Of 833 current holders: 554 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 77% AUM from top-100 funds

77% from top-100 AUM funds
47 of 813 holders are among the 100 largest funds by AUM, controlling 77% of total institutional value in IR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: IR

How many hedge funds hold IR — quarterly history vs. share price
Quarterly hedge fund ownership of IR vs. share price

Market Analysis: IR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

104 top-rated funds 2 high-conviction
Consensus
8.8
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: IR
2026 Q1 Stats Unlock in 10 days 833 + Investors

Track Smart Money conviction in IR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 833 825 0.97%
13F Shares 395M 397M -0.52%
Total Value $30.65B $31.59B -2.99%
New Positions 110 90 +20
Increased Positions 294 296 -2
Closed Positions 101 89 +12
Reduced Positions 323 334 -11
Total Calls 13 14 -7.14%
Total Puts 10 14 -28.57%
PUT/CALL Ratio 0.77 1.0 Neutral

Statistics: IR

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Valuation Measures Data as of: --

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

833 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IR. Verified SEC 13F-HR filings.

Top 25 institutional holders of IR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BLVD Private Wealth, LLC 6.06% 86,993 $7.0M
2 Regents Gate Capital LLP 5.31% 310,957 $24.9M
3 WAYCROSS PARTNERS, LLC 2.80% 365,284 $29.3M
4 Econ Financial Services Corp 1.77% 47,513 $3.8M
5 CARDEROCK CAPITAL MANAGEMENT INC 1.28% 64,626 $5.2M
6 GDS Wealth Management 1.21% 251,001 $20.1M
7 Douglas Lane & Associates, LLC 0.97% 837,518 $67.1M
8 Massachusetts Wealth Management 0.96% 27,526 $2.2M
9 CAISSE DES DEPOTS ET CONSIGNATIONS 0.90% 682,627 $54.7M
10 Carmel Capital Partners, LLC 0.86% 29,862 $2.4M
11 Wealth Advisory Solutions, LLC 0.74% 41,406 $3.3M
12 Marks Group Wealth Management, Inc 0.71% 91,663 $7.3M
13 TEMA ETFS LLC 0.70% 130,975 $10.5M
14 New England Research & Management, Inc. 0.69% 20,259 $1.6M
15 MEYER HANDELMAN CO 0.58% 231,960 $18.6M
16 Citizens Business Bank 0.49% 37,574 $3.0M
17 Glenview Trust Co 0.42% 337,553 $27.0M
18 Moran Wealth Management, LLC 0.42% 171,528 $13.7M
19 Asio Capital, LLC 0.40% 35,603 $2.9M
20 VCI Wealth Management LLC 0.37% 16,439 $1.3M
21 Athena Wealth Management, LLC 0.35% 4,566 $362K
22 ARCADIA INVESTMENT MANAGEMENT CORP/MI 0.35% 25,151 $2.0M
23 Ethos Capital Management, Inc. 0.31% 4,500 $361K
24 NBT BANK N A /NY 0.30% 56,689 $4.5M
25 Partnership Wealth Management, LLC 0.29% 4,790 $384K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — INGERSOLL RAND INC (IR)

What does the Smart Money Trend signal show for IR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IR?

More sellers than buyers — 48% buying: Last quarter: 397 funds reduced or exited vs 369 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IR holders?

Elite ownership — 77% AUM from top-100 funds: 47 of 813 holders are among the 100 largest funds by AUM, controlling 77% of total institutional value in IR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IR?

66% of holders stayed for 2+ years: 533 out of 813 hedge funds have held IR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.