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Iron Mountain

353 hedge funds and large institutions have $6.69B invested in Iron Mountain in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 131 increasing their positions, 108 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

36% more capital invested

Capital invested by funds: $4.91B → $6.69B (+$1.78B)

36% more call options, than puts

Call options by funds: $400M | Put options by funds: $294M

21% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 108

6% more funds holding

Funds holding: 334353 (+19)

5.64% more ownership

Funds ownership: 100.65%106.29% (+5.6%)

Holders
353
Holders Change
+19
Holders Change %
+5.69%
% of All Funds
10.15%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.26%
New
58
Increased
131
Reduced
108
Closed
36
Calls
$400M
Puts
$294M
Net Calls
+$106M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
301
First Manhattan
New York
$128K
Toronto Dominion Bank
302
Toronto Dominion Bank
Ontario, Canada
$118K +$17.7K +651 +22%
VFA
303
Virtus Fund Advisers
Connecticut
$113K +$93.8K +3,459 New
ST
304
Smithfield Trust
Pennsylvania
$108K
OMCS
305
Old Mutual Customised Solutions
South Africa
$89K -$32.3K -1,191 -31%
QI
306
QS Investors
New York
$85K +$70.6K +2,602 New
GH
307
GAM Holding
Switzerland
$84K -$587K -21,640 -89%
BBHC
308
Brown Brothers Harriman & Co
New York
$77K
BA
309
BlackRock Advisors
Delaware
$68K -$3.17K -117 -5%
MFS
310
MSI Financial Services
Massachusetts
$68K
W
311
Wealthfront
California
$64K +$39.6K +1,461 +297%
IMS
312
Index Management Solutions
Pennsylvania
$56K -$13.8K -508 -23%
JG
313
Jefferies Group
New York
$55K -$2.84M -104,746 -98%
WEC
314
Winslow Evans & Crocker
Massachusetts
$51.8K -$44.7K -1,648 -51%
DekaBank Deutsche Girozentrale
315
DekaBank Deutsche Girozentrale
Germany
$47K +$14.4K +531 +59%
GIS
316
Guardian Investor Services
New York
$45K -$1.33K -49 -3%
MPWT
317
MassMutual Private Wealth & Trust
Connecticut
$42.5K
Creative Planning
318
Creative Planning
Kansas
$38K -$28K -1,032 -47%
MCM
319
Manchester Capital Management
Vermont
$37K
GLI
320
Guardian Life Insurance
New York
$34K
LBG
321
Lloyds Banking Group
United Kingdom
$30K -$926K -34,123 -97%
CTC
322
Central Trust Company
Missouri
$28K
SAMC
323
Shinko Asset Management Company
Japan
$28K
WT
324
Whittier Trust
California
$27K
EFSCE
325
Enterprise Financial Services Corp (EFSC)
Missouri
$27K +$22.6K +832 New

IRM Hedge Fund Activity: Q2 2014 in Review

353 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2014, worth a combined $6.69B — up 36% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IRM positions and 36 closed out — a net gain of 22 holders — while 131 added to existing stakes and 108 trimmed.

The largest buyer was Elliott Management, opening a new position worth an estimated $88.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $66.1M.

  • 353 institutional investors held Iron Mountain (IRM) as of Q2 2014, up from 334 in Q1 2014.
  • Funds reported $6.69B of Iron Mountain stock for Q2 2014, up 36% quarter-over-quarter.
  • 58 funds opened new Iron Mountain positions in Q2 2014 and 36 closed out, a net change of +22 holders.
  • The largest Iron Mountain buyer in Q2 2014 was Elliott Management, an estimated $88.1M added.
  • The largest Iron Mountain seller in Q2 2014 was T. Rowe Price Associates, an estimated $66.1M sold.

Based on aggregated 13F filings for Q2 2014.