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Iron Mountain
IRM

518 hedge funds and large institutions have $7.87B invested in Iron Mountain in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 213 increasing their positions, 153 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 153

35% more call options, than puts

Call options by funds: $108M | Put options by funds: $79.9M

0% more capital invested

Capital invested by funds: $7.83B → $7.87B (+$34.6M)

1% less funds holding

Funds holding: 522 → 518 (-4)

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

2.74% less ownership

Funds ownership: 87.24% → 84.5% (-2.7%)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
518
Holders Change
-4
Holders Change %
-0.77%
% of All Funds
11.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
61
Increased
213
Reduced
153
Closed
62
Calls
$108M
Puts
$79.9M
Net Calls
+$28.3M
Net Calls Change
+$48.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$43.9M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$40.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$27.8M
4
Goldman Sachs
Goldman Sachs
New York
+$24.5M
5
Invesco
Invesco
Georgia
+$24.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$204M
2
Capital International Investors
Capital International Investors
California
-$141M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$43.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$31M
5
N
Natixis
France
-$26.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
301
Beck Mack & Oliver
New York
$457K – – –
SIM
302
Sonora Investment Management
Arizona
$448K +$37.9K +1,205 +10%
LSERS
303
Louisiana State Employees Retirement System
Louisiana
$447K -$18.8K -600 -4%
Twin Tree Management
304
Twin Tree Management
Texas
$437K -$2.22M -70,546 -84%
EGA
305
E&G Advisors
Texas
$431K +$408 +13 +0.1%
Thrivent Financial for Lutherans
306
Thrivent Financial for Lutherans
Minnesota
$418K -$679K -21,611 -63%
HPC
307
HM Payson & Co
Maine
$418K +$337K +10,723 +492%
RCM
308
RB Capital Management
Nevada
$417K +$405K +12,909 New
OI
309
Oakbrook Investments
Illinois
$405K -$53.4K -1,700 -12%
Nordea Investment Management
310
Nordea Investment Management
Sweden
$401K -$32.6K -1,038 -8%
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$400K – – –
BRWA
312
B. Riley Wealth Advisors
Florida
$394K +$143K +4,558 +60%
LIA
313
LS Investment Advisors
Michigan
$393K – – –
PAM
314
PVG Asset Management
Colorado
$392K +$380K +12,095 New
Wolverine Trading
315
Wolverine Trading
Illinois
$390K -$312K -9,934 -45%
BCA
316
Bay Colony Advisors
Massachusetts
$388K -$509K -16,205 -58%
LW
317
Linscomb Wealth
Texas
$381K -$1.97M -62,829 -84%
PP
318
Paloma Partners
Connecticut
$379K +$367K +11,697 New
WTB
319
Washington Trust Bank
Washington
$375K +$12.8K +407 +4%
ACI
320
Alpha Cubed Investments
California
$369K – – –
TRCT
321
Tower Research Capital (TRC)
New York
$363K +$334K +10,630 +1,826%
WS
322
Wedbush Securities
California
$356K +$117K +3,740 +52%
AIC
323
Archer Investment Corporation
Indiana
$356K +$346K +11,000 New
NMIMC
324
Northwestern Mutual Investment Management Company
Wisconsin
$354K +$1.63K +52 +0.5%
RIM
325
Rampart Investment Management
Connecticut
$346K -$40K -1,273 -11%
11 12
13
14 15

IRM Hedge Fund Activity: Q3 2019 in Review

518 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2019, worth a combined $7.87B — up 0.44% from $7.83B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of IRM and 61 opened new positions — a net loss of 1 holder — while 153 trimmed existing stakes and 213 added.

The largest buyer was Morgan Stanley, adding an estimated $43.9M. The largest seller was Cohen & Steers, exiting entirely with an estimated $204M sold.

  • 518 institutional investors held Iron Mountain (IRM) as of Q3 2019, down from 522 in Q2 2019.
  • Funds reported $7.87B of Iron Mountain stock for Q3 2019, up 0.44% quarter-over-quarter.
  • 61 funds opened new Iron Mountain positions in Q3 2019 and 62 closed out, a net change of -1 holder.
  • The largest Iron Mountain buyer in Q3 2019 was Morgan Stanley, an estimated $43.9M added.
  • The largest Iron Mountain seller in Q3 2019 was Cohen & Steers, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2019.