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Iron Mountain

353 hedge funds and large institutions have $6.69B invested in Iron Mountain in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 131 increasing their positions, 108 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

36% more capital invested

Capital invested by funds: $4.91B → $6.69B (+$1.78B)

36% more call options, than puts

Call options by funds: $400M | Put options by funds: $294M

21% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 108

6% more funds holding

Funds holding: 334353 (+19)

5.64% more ownership

Funds ownership: 100.65%106.29% (+5.6%)

Holders
353
Holders Change
+19
Holders Change %
+5.69%
% of All Funds
10.15%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.26%
New
58
Increased
131
Reduced
108
Closed
36
Calls
$400M
Puts
$294M
Net Calls
+$106M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
226
Bridgewater Associates
Connecticut
$647K +$536K +19,743 New
TMAM
227
Tokio Marine Asset Management
Japan
$645K
WT
228
Wilmington Trust
Delaware
$644K -$2.06K -76 -0.4%
MOACM
229
Mutual of America Capital Management
New York
$639K -$13.8K -509 -3%
AB
230
Amalgamated Bank
New York
$638K +$528K +19,465 New
TH
231
Timber Hill
Connecticut
$635K +$526K +19,389 New
ACM
232
Argentus Capital Management
Texas
$628K +$27.7K +1,021 +6%
BMO
233
Beck Mack & Oliver
New York
$627K
MAM
234
Meeder Asset Management
Ohio
$611K +$45.7K +1,683 +10%
CSS
235
Cubist Systematic Strategies
Connecticut
$606K +$502K +18,488 New
VNA
236
VNBTrust National Association
Virginia
$579K
RFC
237
Russell Frank Company
Washington
$576K -$69K -2,543 -12%
Nomura Asset Management
238
Nomura Asset Management
Japan
$566K -$15.3K -565 -3%
AG
239
Aperio Group
California
$566K +$14.6K +538 +3%
STC
240
SEI Trust Company
Pennsylvania
$563K +$392K +14,467 +532%
JIP
241
Jaffetilchin Investment Partners
Florida
$562K +$465K +17,154 New
LWI
242
Long Wharf Investors
Massachusetts
$544K +$5.94K +219 +1%
JHIU
243
Janus Henderson Investors US
Colorado
$542K
LPL Financial
244
LPL Financial
California
$541K -$59.3K -2,187 -12%
RW
245
Rand Wealth
Maryland
$540K
SAM
246
Securian Asset Management
Minnesota
$535K +$2.58K +95 +0.6%
GCP
247
GSA Capital Partners
United Kingdom
$533K +$441K +16,256 New
DTL
248
Dynamic Technology Lab
Singapore
$503K +$416K +15,343 New
Commonwealth Equity Services
249
Commonwealth Equity Services
Massachusetts
$489K -$109 -4 -0%
LSERS
250
Louisiana State Employees Retirement System
Louisiana
$475K -$2.93K -108 -0.7%

IRM Hedge Fund Activity: Q2 2014 in Review

353 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2014, worth a combined $6.69B — up 36% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IRM positions and 36 closed out — a net gain of 22 holders — while 131 added to existing stakes and 108 trimmed.

The largest buyer was Elliott Management, opening a new position worth an estimated $88.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $66.1M.

  • 353 institutional investors held Iron Mountain (IRM) as of Q2 2014, up from 334 in Q1 2014.
  • Funds reported $6.69B of Iron Mountain stock for Q2 2014, up 36% quarter-over-quarter.
  • 58 funds opened new Iron Mountain positions in Q2 2014 and 36 closed out, a net change of +22 holders.
  • The largest Iron Mountain buyer in Q2 2014 was Elliott Management, an estimated $88.1M added.
  • The largest Iron Mountain seller in Q2 2014 was T. Rowe Price Associates, an estimated $66.1M sold.

Based on aggregated 13F filings for Q2 2014.