Iron Mountain
339 hedge funds and large institutions have $7.43B invested in Iron Mountain in 2014 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 215 increasing their positions, 70 reducing their positions, and 52 closing their positions.
207% more repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 70
22% more capital invested
Capital invested by funds: $6.07B → $7.43B (+$1.36B)
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
4% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 52
1% less funds holding
Funds holding: 341 → 339 (-2)
4.58% less ownership
Funds ownership: 96.36% → 91.78% (-4.6%)
67% less call options, than puts
Call options by funds: $16.2M | Put options by funds: $49.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$490M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$127M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$90.5M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$60.6M |
| 5 |
Parnassus Investments
San Francisco,
California
|
+$46.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$326M |
| 2 |
Bank of New York Mellon
New York
|
-$64.8M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$61.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$54.9M |
| 5 |
EM
Elliott Management
New York
|
-$52.3M |
IRM Hedge Fund Activity: Q4 2014 in Review
339 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q4 2014, worth a combined $7.43B — up 22% from $6.07B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new IRM positions and 52 closed out — a net gain of 2 holders — while 215 added to existing stakes and 70 trimmed.
The largest buyer was Vanguard Group, adding an estimated $490M. The largest seller was Highfields Capital Management, cutting an estimated $326M.
- 339 institutional investors held Iron Mountain (IRM) as of Q4 2014, down from 341 in Q3 2014.
- Funds reported $7.43B of Iron Mountain stock for Q4 2014, up 22% quarter-over-quarter.
- 54 funds opened new Iron Mountain positions in Q4 2014 and 52 closed out, a net change of +2 holders.
- The largest Iron Mountain buyer in Q4 2014 was Vanguard Group, an estimated $490M added.
- The largest Iron Mountain seller in Q4 2014 was Highfields Capital Management, an estimated $326M sold.
Based on aggregated 13F filings for Q4 2014.