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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
BA
301
BlackRock Advisors
Delaware
$55K
GLI
302
Guardian Life Insurance
New York
$54K
FM
303
Forward Management
California
$49K +$49.5K +1,948 New
MFS
304
MSI Financial Services
Massachusetts
$42K +$34.3K +1,352 +429%
GIS
305
Guardian Investor Services
New York
$36K -$432 -17 -1%
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$34K -$330 -13 -0.9%
Macquarie Group
307
Macquarie Group
Australia
$29K
MCM
308
Manchester Capital Management
Vermont
$28K -$7.26K -286 -20%
FNYS
309
First New York Securities
New York
$27K -$1.22M -48,149 -98%
AAM
310
Advisors Asset Management
Colorado
$27K
DekaBank Deutsche Girozentrale
311
DekaBank Deutsche Girozentrale
Germany
$22K -$20K -788 -47%
MA
312
MUFG Americas
New York
$22K
SAMC
313
Shinko Asset Management Company
Japan
$21K
WT
314
Whittier Trust
California
$21K +$2.77K +109 +15%
ARMC
315
American Research & Management Company
Massachusetts
$16K
Creative Planning
316
Creative Planning
Kansas
$15K
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$15K +$991 +39 +7%
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$15K +$15.4K +608 New
JFA
319
JNBA Financial Advisors
Minnesota
$14K
SC
320
Saturna Capital
Washington
$13K
MAM
321
Mizuho Asset Management
Japan
$12K
WRM
322
Westport Resources Management
Connecticut
$11K
M&T Bank
323
M&T Bank
New York
$10K
AC
324
Alexandria Capital
Virginia
$9K
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$9K

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.