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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
Manulife (Manufacturers Life Insurance)
326
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.6K +$179K +7,055 +2%
EFSCE
327
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$8.23K +324 New
GGPS
328
Gary Goldberg Planning Services
New York
$7K
TFA
329
Transamerica Financial Advisors
Florida
$7K
EWM
330
Evercore Wealth Management
New York
$6K
BFEC
331
Benjamin F. Edwards & Company
Missouri
$6K +$25 +1 +0.4%
NC
332
NewSquare Capital
Pennsylvania
$5K +$5.03K +198 New
PTC
333
Private Trust Company
Ohio
$4K -$610 -24 -12%
First Manhattan
334
First Manhattan
New York
$4K
Victory Capital Management
335
Victory Capital Management
Texas
$4K +$5K +197 New
CBT
336
Central Bank & Trust
Kentucky
$3K +$2.74K +108 New
1IC
337
1919 Investment Counsel
Maryland
$2K +$1.25K +49 New
EWM
338
Elite Wealth Management
Washington
$1K +$813 +32 New
EAM
339
Eagle Asset Management
Florida
-$12.5M -508,878 Closed
JCI
340
Jet Capital Investors
New York
-$4.52M -183,940 Closed
DCM
341
Dynamic Capital Management
Jersey
-$4.39M -178,559 Closed
CAM
342
Congress Asset Management
Massachusetts
-$3.82M -155,481 Closed
Hudson Bay Capital Management
343
Hudson Bay Capital Management
Connecticut
-$2.4M -97,380 Closed
AAMU
344
Amundi Asset Management US
Massachusetts
-$2.14M -87,101 Closed
First Eagle Investment Management
345
First Eagle Investment Management
New York
-$1.33M -54,100 Closed
AAIM
346
American Assets Investment Management
California
-$1.2M -48,690 Closed
B
347
Baird
Wisconsin
-$1.11M -45,151 Closed
HK
348
Horizon Kinetics
New York
-$1.08M -43,763 Closed
GCT
349
Galaxy Capital Trading
British Virgin Islands
-$1.04M -42,306 Closed
MF
350
Magnetar Financial
Illinois
-$989K -38,942 Closed

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.