Iron Mountain
474 hedge funds and large institutions have $8.26B invested in Iron Mountain in 2018 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 154 reducing their positions, and 72 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 154
9% more call options, than puts
Call options by funds: $21.9M | Put options by funds: $20.2M
3% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 72
0% less funds holding
Funds holding: 476 → 474 (-2)
2.43% less ownership
Funds ownership: 90.57% → 88.14% (-2.4%)
14% less capital invested
Capital invested by funds: $9.63B → $8.26B (-$1.36B)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$125M |
| 2 |
Cohen & Steers
New York
|
+$66.2M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$37.4M |
| 4 |
Parnassus Investments
San Francisco,
California
|
+$25.3M |
| 5 |
Millennium Management
New York
|
+$22.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$128M |
| 2 |
ZP
Zimmer Partners
New York
|
-$95.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$95.3M |
| 4 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$67.1M |
| 5 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
-$54.5M |
IRM Hedge Fund Activity: Q1 2018 in Review
474 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2018, worth a combined $8.26B — down 14% from $9.63B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new IRM positions and 72 closed out — a net gain of 2 holders — while 182 added to existing stakes and 154 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $125M. The largest seller was Bank of New York Mellon, cutting an estimated $128M.
- 474 institutional investors held Iron Mountain (IRM) as of Q1 2018, down from 476 in Q4 2017.
- Funds reported $8.26B of Iron Mountain stock for Q1 2018, down 14% quarter-over-quarter.
- 74 funds opened new Iron Mountain positions in Q1 2018 and 72 closed out, a net change of +2 holders.
- The largest Iron Mountain buyer in Q1 2018 was JP Morgan Chase, an estimated $125M added.
- The largest Iron Mountain seller in Q1 2018 was Bank of New York Mellon, an estimated $128M sold.
Based on aggregated 13F filings for Q1 2018.