Iron Mountain
IRM
536 hedge funds and large institutions have $9.07B invested in Iron Mountain in 2019 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 206 increasing their positions, 152 reducing their positions, and 36 closing their positions.
158% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 36
36% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 152
11% more funds holding
Funds holding: 485 → 536 (+51)
10% more capital invested
Capital invested by funds: $8.25B → $9.07B (+$815M)
5% more call options, than puts
Call options by funds: $63.7M | Put options by funds: $60.9M
0.5% less ownership
Funds ownership: 89.76% → 89.25% (-0.5%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$57.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$55.8M |
| 3 |
Millennium Management
New York
|
+$41.2M |
| 4 |
Two Sigma Investments
New York
|
+$38.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$35.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$85.3M |
| 2 |
Cohen & Steers
New York
|
-$74.2M |
| 3 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$70.3M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$59.5M |
| 5 |
JP Morgan Chase
New York
|
-$57.4M |
IRM Hedge Fund Activity: Q1 2019 in Review
536 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2019, worth a combined $9.07B — up 9.9% from $8.25B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new IRM positions and 36 closed out — a net gain of 57 holders — while 206 added to existing stakes and 152 trimmed.
The largest buyer was Nuveen, adding an estimated $57.8M. The largest seller was Confluence Investment Management, exiting entirely with an estimated $85.3M sold.
- 536 institutional investors held Iron Mountain (IRM) as of Q1 2019, up from 485 in Q4 2018.
- Funds reported $9.07B of Iron Mountain stock for Q1 2019, up 9.9% quarter-over-quarter.
- 93 funds opened new Iron Mountain positions in Q1 2019 and 36 closed out, a net change of +57 holders.
- The largest Iron Mountain buyer in Q1 2019 was Nuveen, an estimated $57.8M added.
- The largest Iron Mountain seller in Q1 2019 was Confluence Investment Management, an estimated $85.3M sold.
Based on aggregated 13F filings for Q1 2019.