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Iron Mountain
IRM

334 hedge funds and large institutions have $4.91B invested in Iron Mountain in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 130 increasing their positions, 115 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $299M | Put options by funds: $223M

13% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 115

1% less funds holding

Funds holding: 337 → 334 (-3)

3% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 40

2.78% less ownership

Funds ownership: 103.43% → 100.65% (-2.8%)

12% less capital invested

Capital invested by funds: $5.55B → $4.91B (-$646M)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
334
Holders Change
-3
Holders Change %
-0.89%
% of All Funds
9.65%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
39
Increased
130
Reduced
115
Closed
40
Calls
$299M
Puts
$223M
Net Calls
+$75.5M
Net Calls Change
+$180M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$35.7M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$26.5M
3
Goldman Sachs
Goldman Sachs
New York
+$25.4M
4
Millennium Management
Millennium Management
New York
+$25.3M
5
WCMNY
Westchester Capital Management (New York)
New York
+$24.8M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
-$288M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$44.3M
3
Parnassus Investments
Parnassus Investments
California
-$33.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$33.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
226
Argentus Capital Management
Texas
$462K +$139K +5,423 +43%
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$455K -$49.4K -1,930 -10%
Nomura Asset Management
228
Nomura Asset Management
Japan
$455K +$16K +627 +4%
VNA
229
VNBTrust National Association
Virginia
$451K – – –
AAM
230
Aberdeen Asset Management
United Kingdom
$442K – – –
MAM
231
Meeder Asset Management
Ohio
$432K +$130K +5,083 +43%
LP
232
LMR Partners
United Kingdom
$427K +$428K +16,747 New
AG
233
Aperio Group
California
$426K +$428K +16,724 New
JHIU
234
Janus Henderson Investors US
Colorado
$422K -$102K -4,004 -19%
RW
235
Rand Wealth
Maryland
$420K -$60.3K -2,356 -13%
LWI
236
Long Wharf Investors
Massachusetts
$417K +$9.34K +365 +2%
SMDAM
237
Sumitomo Mitsui DS Asset Management
Japan
$415K -$4.12K -161 -1%
RIL
238
Rothschild Investment LLC
Illinois
$415K +$416K +16,273 New
SAM
239
Securian Asset Management
Minnesota
$413K – – –
Luther King Capital Management (LKCM)
240
Luther King Capital Management (LKCM)
Texas
$411K -$62.2K -2,431 -13%
KRS
241
Kentucky Retirement Systems
Kentucky
$390K +$2.12K +83 +0.5%
WSCM
242
Wellington Shields Capital Management
New York
$386K – – –
Commonwealth Equity Services
243
Commonwealth Equity Services
Massachusetts
$380K -$26.5K -1,037 -6%
LSERS
244
Louisiana State Employees Retirement System
Louisiana
$372K -$5.53K -216 -1%
Macquarie Group
245
Macquarie Group
Australia
$372K +$280K +10,928 +299%
PAM
246
Princeton Alpha Management
New Jersey
$370K +$372K +14,539 New
CAM
247
Capstone Asset Management
Texas
$369K -$64.7K -2,528 -15%
N
248
Nuveen
North Carolina
$361K -$80.4K -3,145 -18%
FCAM
249
F&C Asset Management
United Kingdom
$340K +$41.5K +1,623 +14%
MP
250
Mangrove Partners
Connecticut
$320K -$8.74M -341,696 -96%
8 9
10
11 12

IRM Hedge Fund Activity: Q1 2014 in Review

334 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2014, worth a combined $4.91B — down 12% from $5.55B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of IRM and 39 opened new positions — a net loss of 1 holder — while 115 trimmed existing stakes and 130 added.

The largest buyer was Brookfield Corp, adding an estimated $35.7M. The largest seller was Davis Selected Advisers, exiting entirely with an estimated $288M sold.

  • 334 institutional investors held Iron Mountain (IRM) as of Q1 2014, down from 337 in Q4 2013.
  • Funds reported $4.91B of Iron Mountain stock for Q1 2014, down 12% quarter-over-quarter.
  • 39 funds opened new Iron Mountain positions in Q1 2014 and 40 closed out, a net change of -1 holder.
  • The largest Iron Mountain buyer in Q1 2014 was Brookfield Corp, an estimated $35.7M added.
  • The largest Iron Mountain seller in Q1 2014 was Davis Selected Advisers, an estimated $288M sold.

Based on aggregated 13F filings for Q1 2014.