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Iron Mountain

338 hedge funds and large institutions have $4.79B invested in Iron Mountain in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 123 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $217M | Put options by funds: $43.2M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

2.34% more ownership

Funds ownership: 97.86%100.2% (+2.3%)

8% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 38

2% more capital invested

Capital invested by funds: $4.68B → $4.79B (+$101M)

0% more funds holding

Funds holding: 337338 (+1)

0% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 123

Holders
338
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
10.96%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
41
Increased
123
Reduced
123
Closed
38
Calls
$217M
Puts
$43.2M
Net Calls
+$174M
Net Calls Change
-$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
276
Zurich Cantonal Bank
Switzerland
$209K
US Bancorp
277
US Bancorp
Minnesota
$206K -$7.62K -300 -3%
Canada Pension Plan Investment Board
278
Canada Pension Plan Investment Board
Ontario, Canada
$201K -$1.01M -39,841 -83%
OA
279
OFI Advisors
Pennsylvania
$177K +$4.78K +188 +3%
WA
280
Waverly Advisors
Alabama
$168K +$170K +6,708 New
Group One Trading
281
Group One Trading
Illinois
$158K +$161K +6,330 New
Arrowstreet Capital
282
Arrowstreet Capital
Massachusetts
$157K -$1.53M -60,044 -91%
MERSOM
283
Municipal Employees' Retirement System of Michigan
Michigan
$151K +$154K +6,059 New
BPBT
284
Boston Private Bank & Trust
Massachusetts
$136K
Daiwa Securities Group
285
Daiwa Securities Group
Japan
$132K
PAM
286
PartnerRe Asset Management
Connecticut
$117K -$13.9K -548 -10%
Federated Hermes
287
Federated Hermes
Pennsylvania
$116K +$3.4K +134 +3%
Walleye Trading
288
Walleye Trading
New York
$105K +$107K +4,212 New
RNS
289
Robert N. Shapiro
$103K +$78.4K +3,086 +302%
OMCS
290
Old Mutual Customised Solutions
South Africa
$97K
ST
291
Smithfield Trust
Pennsylvania
$83K
QBFM
292
QS Batterymarch Financial Management
New York
$82K -$1.91K -75 -2%
IMS
293
Index Management Solutions
Pennsylvania
$81K +$82.5K +3,248 New
LWCFA
294
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$78K
PAS
295
Partnervest Advisory Services
California
$77K
NIM
296
NuWave Investment Management
New Jersey
$73K -$271K -10,667 -79%
OSAM
297
O'Shaughnessy Asset Management
Connecticut
$71K -$6.06M -238,453 -99%
SAM
298
Solaris Asset Management
New York
$62K
BBHC
299
Brown Brothers Harriman & Co
New York
$59K
LIA
300
LS Investment Advisors
Michigan
$58K +$35.7K +1,404 +150%

IRM Hedge Fund Activity: Q3 2013 in Review

338 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2013, worth a combined $4.79B — up 2.2% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IRM positions and 38 closed out — a net gain of 3 holders — while 123 added to existing stakes and 123 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $143M. The largest seller was Capital World Investors, cutting an estimated $115M.

  • 338 institutional investors held Iron Mountain (IRM) as of Q3 2013, up from 337 in Q2 2013.
  • Funds reported $4.79B of Iron Mountain stock for Q3 2013, up 2.2% quarter-over-quarter.
  • 41 funds opened new Iron Mountain positions in Q3 2013 and 38 closed out, a net change of +3 holders.
  • The largest Iron Mountain buyer in Q3 2013 was T. Rowe Price Associates, an estimated $143M added.
  • The largest Iron Mountain seller in Q3 2013 was Capital World Investors, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2013.