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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
N
251
Nuveen
North Carolina
$541K +$48.2K +1,325 +11%
Neuberger Berman Group
252
Neuberger Berman Group
New York
$539K +$117K +3,222 +31%
Robeco Institutional Asset Management
253
Robeco Institutional Asset Management
Netherlands
$536K +$489K +13,445 New
FIM
254
Freedom Investment Management
Connecticut
$533K +$210K +5,766 +76%
WBC
255
Westpac Banking Corp
Australia
$520K +$136K +3,745 +40%
Jane Street
256
Jane Street
New York
$493K +$451K +12,382 New
SAMC
257
Shinko Asset Management Company
Japan
$488K -$42.4K -1,166 -9%
CCM
258
Cadence Capital Management
Massachusetts
$480K -$114K -3,132 -21%
Federated Hermes
259
Federated Hermes
Pennsylvania
$479K +$255K +6,993 +139%
OC
260
Oppenheimer & Co
New York
$475K +$66.6K +1,830 +18%
VNA
261
VNBTrust National Association
Virginia
$471K – – –
DC
262
Deere & Company
Illinois
$471K +$73.6K +2,021 +21%
APFBOT
263
Amica Pension Fund Board of Trustees
Rhode Island
$460K – – –
GXMC
264
Global X Management Company
New York
$455K +$221K +6,063 +113%
HAM
265
Highstreet Asset Management
Ontario, Canada
$448K -$68.8K -1,890 -14%
GA
266
Geneva Advisors
Illinois
$446K +$73 +2 +0%
DILH
267
Dai-ichi Life Holdings
Japan
$426K +$389K +10,685 New
LAM
268
Lebenthal Asset Management
New York
$406K – – –
LH
269
Lebenthal Holdings
New York
$406K – – –
LIA
270
LS Investment Advisors
Michigan
$405K -$13.4K -367 -3%
BTS
271
BB&T Securities
Virginia
$399K +$365K +10,022 New
TMAM
272
Tokio Marine Asset Management
Japan
$388K +$23.9K +658 +7%
RG
273
Renaissance Group
Kentucky
$385K +$352K +9,673 New
KRSITF
274
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$384K +$34.3K +942 +11%
VF
275
Virtu Financial
New York
$384K +$351K +9,641 New
9 10
11
12 13

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.