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Iron Mountain
IRM

337 hedge funds and large institutions have $5.55B invested in Iron Mountain in 2013 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 109 increasing their positions, 126 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $4.79B → $5.55B (+$767M)

3.23% more ownership

Funds ownership: 100.2% → 103.43% (+3.2%)

0% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 47

0% less funds holding

Funds holding: 338 → 337 (-1)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

13% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 126

42% less call options, than puts

Call options by funds: $146M | Put options by funds: $250M

Holders
337
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
9.78%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
47
Increased
109
Reduced
126
Closed
47
Calls
$146M
Puts
$250M
Net Calls
-$104M
Net Calls Change
-$279M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$48.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$48.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$39.5M
4
Capital International Investors
Capital International Investors
California
+$37.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$29M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$37M
2
Renaissance Technologies
Renaissance Technologies
New York
-$36.2M
3
State Street
State Street
Massachusetts
-$32.9M
4
JHIU
Janus Henderson Investors US
Colorado
-$27.7M
5
Jennison Associates
Jennison Associates
New York
-$22.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
301
BlackRock Advisors
Delaware
$62K – – –
MFS
302
MSI Financial Services
Massachusetts
$58K +$10.3K +401 +24%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$49K +$9.61K +375 +27%
GIS
304
Guardian Investor Services
New York
$41K +$512 +20 +1%
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$36.4K +$33.3K +1,298 New
MCM
306
Manchester Capital Management
Vermont
$32K -$128 -5 -0.4%
AAM
307
Advisors Asset Management
Colorado
$30K – – –
GLI
308
Guardian Life Insurance
New York
$29K -$29K -1,134 -52%
DekaBank Deutsche Girozentrale
309
DekaBank Deutsche Girozentrale
Germany
$25K – – –
SAMC
310
Shinko Asset Management Company
Japan
$24K – – –
WT
311
Whittier Trust
California
$24K – – –
Creative Planning
312
Creative Planning
Kansas
$19K +$2.56K +100 +17%
ARMC
313
American Research & Management Company
Massachusetts
$18K – – –
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$18K +$871 +34 +6%
JFA
315
JNBA Financial Advisors
Minnesota
$15K – – –
SC
316
Saturna Capital
Washington
$15K – – –
MAM
317
Mizuho Asset Management
Japan
$13K – – –
WRM
318
Westport Resources Management
Connecticut
$12K – – –
CFA
319
Camarda Financial Advisors
Florida
$12K +$10.5K +410 New
M&T Bank
320
M&T Bank
New York
$11K – – –
TCM
321
Tradewinds Capital Management
Washington
$11K +$10.1K +394 New
AC
322
Alexandria Capital
Virginia
$10K – – –
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
Manulife (Manufacturers Life Insurance)
324
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.36K -$1.2M -46,655 -14%
GGPS
325
Gary Goldberg Planning Services
New York
$8K – – –
11 12
13
14 15

IRM Hedge Fund Activity: Q4 2013 in Review

337 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q4 2013, worth a combined $5.55B — up 16% from $4.79B a quarter earlier.

Fund positioning in IRM was balanced in Q4 2013: 47 funds opened new positions, 47 closed out, 109 added to existing stakes and 126 trimmed.

The largest buyer was Capital World Investors, adding an estimated $48.8M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $37M sold.

  • 337 institutional investors held Iron Mountain (IRM) as of Q4 2013, down from 338 in Q3 2013.
  • Funds reported $5.55B of Iron Mountain stock for Q4 2013, up 16% quarter-over-quarter.
  • 47 funds opened new Iron Mountain positions in Q4 2013 and 47 closed out, a net change of 0 holders.
  • The largest Iron Mountain buyer in Q4 2013 was Capital World Investors, an estimated $48.8M added.
  • The largest Iron Mountain seller in Q4 2013 was Capital Research Global Investors, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2013.