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Iron Mountain
IRM

334 hedge funds and large institutions have $4.91B invested in Iron Mountain in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 130 increasing their positions, 115 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $299M | Put options by funds: $223M

13% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 115

1% less funds holding

Funds holding: 337 → 334 (-3)

3% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 40

2.78% less ownership

Funds ownership: 103.43% → 100.65% (-2.8%)

12% less capital invested

Capital invested by funds: $5.55B → $4.91B (-$646M)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
334
Holders Change
-3
Holders Change %
-0.89%
% of All Funds
9.65%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
39
Increased
130
Reduced
115
Closed
40
Calls
$299M
Puts
$223M
Net Calls
+$75.5M
Net Calls Change
+$180M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$35.7M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$26.5M
3
Goldman Sachs
Goldman Sachs
New York
+$25.4M
4
Millennium Management
Millennium Management
New York
+$25.3M
5
WCMNY
Westchester Capital Management (New York)
New York
+$24.8M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
-$288M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$44.3M
3
Parnassus Investments
Parnassus Investments
California
-$33.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$33.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
301
MassMutual Private Wealth & Trust
Connecticut
$33.1K – – –
MCM
302
Manchester Capital Management
Vermont
$29K – – –
GLI
303
Guardian Life Insurance
New York
$26K – – –
DekaBank Deutsche Girozentrale
304
DekaBank Deutsche Girozentrale
Germany
$23K +$665 +26 +3%
CTC
305
Central Trust Company
Missouri
$22K -$233K -9,115 -91%
SAMC
306
Shinko Asset Management Company
Japan
$21K – – –
WT
307
Whittier Trust
California
$21K – – –
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$17K -$28K -1,094 -63%
JFA
309
JNBA Financial Advisors
Minnesota
$14K – – –
SC
310
Saturna Capital
Washington
$14K – – –
CFA
311
CT Financial Advisors
Pennsylvania
$13.2K +$10K +391 New
W
312
Wealthfront
California
$13K +$12.6K +492 New
WTB
313
Washington Trust Bank
Washington
$13K +$12.8K +500 New
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$12K -$4.35K -170 -27%
MAM
315
Mizuho Asset Management
Japan
$12K – – –
ARMC
316
American Research & Management Company
Massachusetts
$11K -$5.53K -216 -33%
M&T Bank
317
M&T Bank
New York
$10K – – –
TCM
318
Tradewinds Capital Management
Washington
$10K – – –
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
ST
320
SpiderRock Trading
Illinois
$8K – – –
Manulife (Manufacturers Life Insurance)
321
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.65K +$65.5K +2,559 +0.9%
GGPS
322
Gary Goldberg Planning Services
New York
$7K – – –
TFA
323
Transamerica Financial Advisors
Florida
$7K – – –
FCCM
324
First City Capital Management
Georgia
$6.73K +$6.75K +264 New
EWM
325
Evercore Wealth Management
New York
$6K – – –
11 12
13
14 15

IRM Hedge Fund Activity: Q1 2014 in Review

334 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2014, worth a combined $4.91B — down 12% from $5.55B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of IRM and 39 opened new positions — a net loss of 1 holder — while 115 trimmed existing stakes and 130 added.

The largest buyer was Brookfield Corp, adding an estimated $35.7M. The largest seller was Davis Selected Advisers, exiting entirely with an estimated $288M sold.

  • 334 institutional investors held Iron Mountain (IRM) as of Q1 2014, down from 337 in Q4 2013.
  • Funds reported $4.91B of Iron Mountain stock for Q1 2014, down 12% quarter-over-quarter.
  • 39 funds opened new Iron Mountain positions in Q1 2014 and 40 closed out, a net change of -1 holder.
  • The largest Iron Mountain buyer in Q1 2014 was Brookfield Corp, an estimated $35.7M added.
  • The largest Iron Mountain seller in Q1 2014 was Davis Selected Advisers, an estimated $288M sold.

Based on aggregated 13F filings for Q1 2014.