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Iron Mountain
IRM

386 hedge funds and large institutions have $8.59B invested in Iron Mountain in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 198 increasing their positions, 65 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 65

143% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 28

25% more capital invested

Capital invested by funds: $6.86B → $8.59B (+$1.72B)

10% more funds holding

Funds holding: 350 → 386 (+36)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

14.47% less ownership

Funds ownership: 96.6% → 82.13% (-14%)

40% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $19.5M

Holders
386
Holders Change
+36
Holders Change %
+10.29%
% of All Funds
10.3%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
68
Increased
198
Reduced
65
Closed
28
Calls
$11.8M
Puts
$19.5M
Net Calls
-$7.77M
Net Calls Change
+$14.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$237M
2
Goldman Sachs
Goldman Sachs
New York
+$74.9M
3
State Street
State Street
Massachusetts
+$65M
4
BIT
BlackRock Institutional Trust
California
+$60.6M
5
Morgan Stanley
Morgan Stanley
New York
+$58.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$435M
2
SC
Schooner Capital
Florida
-$69.2M
3
Millennium Management
Millennium Management
New York
-$25.3M
4
RIM
RS Investment Management
California
-$25.1M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$24.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pacer Advisors
226
Pacer Advisors
Pennsylvania
$784K +$626K +17,197 +691%
COPPSERS
227
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$762K +$177K +4,854 +34%
Teacher Retirement System of Texas
228
Teacher Retirement System of Texas
Texas
$718K +$258K +7,095 +65%
LMGAM
229
Liberty Mutual Group Asset Management
Massachusetts
$709K +$203K +5,581 +46%
SAM
230
Shell Asset Management
Netherlands
$707K +$210K +5,783 +48%
CAM
231
Capstone Asset Management
Texas
$705K +$94K +2,584 +17%
MAM
232
Meeder Asset Management
Ohio
$700K -$119K -3,279 -16%
LS
233
Livforsakringsbolaget Skandia
Sweden
$699K – – –
TG
234
TCW Group
California
$699K +$149K +4,100 +30%
TAF
235
Tredje AP-fonden
Sweden
$697K +$569K +15,620 +831%
DL
236
Delta Lloyd
Netherlands
$690K +$279K +7,674 +80%
PA
237
Profund Advisors
Maryland
$677K +$154K +4,232 +33%
BMO
238
Beck Mack & Oliver
New York
$661K -$1.86K -51 -0.3%
HTHT
239
Hemenway Trust Hemenway Trust
New Hampshire
$631K – – –
HCM
240
Highbridge Capital Management
New York
$628K +$574K +15,763 New
MF
241
Magnetar Financial
Illinois
$628K +$574K +15,769 New
DCM
242
Dynamic Capital Management
Jersey
$626K +$572K +15,721 New
LSERS
243
Louisiana State Employees Retirement System
Louisiana
$625K +$102K +2,800 +22%
GIA
244
Gateway Investment Advisers
Ohio
$624K +$62.2K +1,708 +12%
BHWM
245
Bar Harbor Wealth Management
New Hampshire
$612K +$559K +15,357 New
PCM
246
Piermont Capital Management
Missouri
$608K +$556K +15,270 New
OI
247
Oakbrook Investments
Illinois
$599K +$167K +4,600 +44%
AMI
248
Amica Mutual Insurance
Rhode Island
$590K – – –
Daiwa Securities Group
249
Daiwa Securities Group
Japan
$579K +$113K +3,100 +27%
DnB Asset Management
250
DnB Asset Management
Norway
$575K +$98.3K +2,700 +23%
8 9
10
11 12

IRM Hedge Fund Activity: Q2 2016 in Review

386 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2016, worth a combined $8.59B — up 25% from $6.86B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IRM positions and 28 closed out — a net gain of 40 holders — while 198 added to existing stakes and 65 trimmed.

The largest buyer was Vanguard Group, adding an estimated $237M. The largest seller was T. Rowe Price Associates, cutting an estimated $435M.

  • 386 institutional investors held Iron Mountain (IRM) as of Q2 2016, up from 350 in Q1 2016.
  • Funds reported $8.59B of Iron Mountain stock for Q2 2016, up 25% quarter-over-quarter.
  • 68 funds opened new Iron Mountain positions in Q2 2016 and 28 closed out, a net change of +40 holders.
  • The largest Iron Mountain buyer in Q2 2016 was Vanguard Group, an estimated $237M added.
  • The largest Iron Mountain seller in Q2 2016 was T. Rowe Price Associates, an estimated $435M sold.

Based on aggregated 13F filings for Q2 2016.