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Iron Mountain
IRM

518 hedge funds and large institutions have $7.87B invested in Iron Mountain in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 213 increasing their positions, 153 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 153

35% more call options, than puts

Call options by funds: $108M | Put options by funds: $79.9M

0% more capital invested

Capital invested by funds: $7.83B → $7.87B (+$34.6M)

1% less funds holding

Funds holding: 522 → 518 (-4)

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

2.74% less ownership

Funds ownership: 87.24% → 84.5% (-2.7%)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
518
Holders Change
-4
Holders Change %
-0.77%
% of All Funds
11.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
61
Increased
213
Reduced
153
Closed
62
Calls
$108M
Puts
$79.9M
Net Calls
+$28.3M
Net Calls Change
+$48.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$43.9M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$40.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$27.8M
4
Goldman Sachs
Goldman Sachs
New York
+$24.5M
5
Invesco
Invesco
Georgia
+$24.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$204M
2
Capital International Investors
Capital International Investors
California
-$141M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$43.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$31M
5
N
Natixis
France
-$26.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
DnB Asset Management
226
DnB Asset Management
Norway
$987K +$91.8K +2,924 +11%
RJT
227
Raymond James Trust
Florida
$976K -$13.1K -417 -1%
MML Investors Services
228
MML Investors Services
Massachusetts
$975K -$173K -5,511 -15%
RA
229
RMR Advisors
Massachusetts
$972K – – –
WC
230
Woodstock Corp
Massachusetts
$964K +$55K +1,750 +6%
DA
231
Duality Advisers
Florida
$960K +$931K +29,630 New
RCA
232
Rowland Carmichael Advisors
Arizona
$958K +$123K +3,900 +15%
MERSOM
233
Municipal Employees' Retirement System of Michigan
Michigan
$954K – – –
SAM
234
Securian Asset Management
Minnesota
$944K -$9.42K -300 -1%
MCM
235
Monument Capital Management
Virginia
$940K +$912K +29,021 New
B
236
BP
United Kingdom
$939K +$911K +29,000 New
OPERF
237
Oregon Public Employees Retirement Fund
Oregon
$935K -$50K -1,593 -5%
TAM
238
Tiverton Asset Management
Delaware
$934K +$28.2K +897 +3%
MWPCG
239
Measured Wealth Private Client Group
New Hampshire
$931K +$133K +4,225 +17%
FI
240
FormulaFolio Investments
Michigan
$889K +$202K +6,416 +31%
NA
241
Navellier & Associates
Nevada
$887K +$860K +27,375 New
HAIM
242
Hunter Associates Investment Management
Pennsylvania
$868K -$42.4K -1,350 -5%
Canada Pension Plan Investment Board
243
Canada Pension Plan Investment Board
Ontario, Canada
$866K +$824K +26,242 +5,280%
FHB
244
First Hawaiian Bank
Hawaii
$857K +$25.4K +809 +3%
DBIA
245
Dumont & Blake Investment Advisors
New Jersey
$854K -$32.1K -1,021 -4%
TRSOTSOK
246
Teachers Retirement System of the State of Kentucky
Kentucky
$843K – – –
CIBC Asset Management
247
CIBC Asset Management
Ontario, Canada
$840K -$15.7K -499 -2%
PCM
248
Prelude Capital Management
New York
$840K – – –
GAM
249
Griffin Asset Management
New York
$821K -$44.5K -1,416 -5%
FIM
250
Fernwood Investment Management
Massachusetts
$807K +$38.2K +1,216 +5%
8 9
10
11 12

IRM Hedge Fund Activity: Q3 2019 in Review

518 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2019, worth a combined $7.87B — up 0.44% from $7.83B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of IRM and 61 opened new positions — a net loss of 1 holder — while 153 trimmed existing stakes and 213 added.

The largest buyer was Morgan Stanley, adding an estimated $43.9M. The largest seller was Cohen & Steers, exiting entirely with an estimated $204M sold.

  • 518 institutional investors held Iron Mountain (IRM) as of Q3 2019, down from 522 in Q2 2019.
  • Funds reported $7.87B of Iron Mountain stock for Q3 2019, up 0.44% quarter-over-quarter.
  • 61 funds opened new Iron Mountain positions in Q3 2019 and 62 closed out, a net change of -1 holder.
  • The largest Iron Mountain buyer in Q3 2019 was Morgan Stanley, an estimated $43.9M added.
  • The largest Iron Mountain seller in Q3 2019 was Cohen & Steers, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2019.