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Iron Mountain

338 hedge funds and large institutions have $4.79B invested in Iron Mountain in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 123 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $217M | Put options by funds: $43.2M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

2.34% more ownership

Funds ownership: 97.86%100.2% (+2.3%)

8% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 38

2% more capital invested

Capital invested by funds: $4.68B → $4.79B (+$101M)

0% more funds holding

Funds holding: 337338 (+1)

0% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 123

Holders
338
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
10.96%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
41
Increased
123
Reduced
123
Closed
38
Calls
$217M
Puts
$43.2M
Net Calls
+$174M
Net Calls Change
-$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BMCMI
226
Bryn Mawr Capital Management Inc
Pennsylvania
$514K +$522K +20,569 New
TC
227
TFS Capital
Pennsylvania
$509K +$213K +8,389 +70%
BCM
228
Bluefin Capital Management
New York
$500K -$3.06M -120,558 -85%
WT
229
Wilmington Trust
Delaware
$493K +$501K +19,737 New
TMAM
230
Tokio Marine Asset Management
Japan
$491K
Nomura Asset Management
231
Nomura Asset Management
Japan
$490K
GIA
232
Gateway Investment Advisers
Ohio
$490K +$27.6K +1,086 +6%
BMO
233
Beck Mack & Oliver
New York
$478K -$197K -7,742 -29%
RW
234
Rand Wealth
Maryland
$470K +$230K +9,045 +92%
CCA
235
Catalyst Capital Advisors
New York
$453K +$4.8K +189 +1%
LPL Financial
236
LPL Financial
California
$453K +$105K +4,139 +27%
MOACM
237
Mutual of America Capital Management
New York
$452K -$27.6K -1,085 -6%
ARTA
238
A.R.T. Advisors
New York
$444K -$1.44M -56,633 -76%
VNA
239
VNBTrust National Association
Virginia
$442K +$181K +7,141 +68%
N
240
Nuveen
North Carolina
$436K +$1.8K +71 +0.4%
AAM
241
Aberdeen Asset Management
United Kingdom
$434K -$22K -865 -5%
FCBT
242
First Citizens Bank & Trust
North Carolina
$434K +$19K +748 +5%
Commonwealth Equity Services
243
Commonwealth Equity Services
Massachusetts
$419K +$53.9K +2,122 +14%
SAM
244
Securian Asset Management
Minnesota
$407K +$12K +472 +3%
LWI
245
Long Wharf Investors
Massachusetts
$395K +$401K +15,805 New
GA
246
Geneva Advisors
Illinois
$386K -$38.2K -1,502 -9%
KRS
247
Kentucky Retirement Systems
Kentucky
$382K +$388K +15,286 New
WSCM
248
Wellington Shields Capital Management
New York
$370K +$5.49K +216 +1%
ProShare Advisors
249
ProShare Advisors
Maryland
$366K -$324K -12,744 -47%
WC
250
Woodstock Corp
Massachusetts
$358K -$116K -4,551 -24%

IRM Hedge Fund Activity: Q3 2013 in Review

338 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2013, worth a combined $4.79B — up 2.2% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IRM positions and 38 closed out — a net gain of 3 holders — while 123 added to existing stakes and 123 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $143M. The largest seller was Capital World Investors, cutting an estimated $115M.

  • 338 institutional investors held Iron Mountain (IRM) as of Q3 2013, up from 337 in Q2 2013.
  • Funds reported $4.79B of Iron Mountain stock for Q3 2013, up 2.2% quarter-over-quarter.
  • 41 funds opened new Iron Mountain positions in Q3 2013 and 38 closed out, a net change of +3 holders.
  • The largest Iron Mountain buyer in Q3 2013 was T. Rowe Price Associates, an estimated $143M added.
  • The largest Iron Mountain seller in Q3 2013 was Capital World Investors, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2013.