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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
FHA
326
First Horizon Advisors
Tennessee
$23K +$21K +773 New
Fifth Third Bancorp
327
Fifth Third Bancorp
Ohio
$21K
TRCT
328
Tower Research Capital (TRC)
New York
$20K +$16.5K +608 New
SC
329
Saturna Capital
Washington
$18K
JFA
330
JNBA Financial Advisors
Minnesota
$17K -$1.03K -38 -7%
MAM
331
Mizuho Asset Management
Japan
$16K
WTB
332
Washington Trust Bank
Washington
$16K
HMS
333
Hanseatic Management Services
New Mexico
$16K +$13.2K +487 New
Northwestern Mutual Wealth Management
334
Northwestern Mutual Wealth Management
Wisconsin
$15K
ARMC
335
American Research & Management Company
Massachusetts
$14K
M&T Bank
336
M&T Bank
New York
$13K
TCM
337
Tradewinds Capital Management
Washington
$13K
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$12K
GGPS
339
Gary Goldberg Planning Services
New York
$9K
BRWA
340
B. Riley Wealth Advisors
Florida
$8.96K +$7.43K +274 New
FCCM
341
First City Capital Management
Georgia
$8.65K
EWM
342
Evercore Wealth Management
New York
$8K
RNS
343
Robert N. Shapiro
$7K
GSC
344
Ground Swell Capital
South Carolina
$7K +$5.59K +206 New
GAM
345
Gemmer Asset Management
California
$6K
NES
346
New England Securities
New York
$6K
BFEC
347
Benjamin F. Edwards & Company
Missouri
$4K +$54 +2 +2%
BPBT
348
Boston Private Bank & Trust
Massachusetts
$3K -$144K -5,301 -98%
CBT
349
Central Bank & Trust
Kentucky
$3K
PTC
350
Private Trust Company
Ohio
$2K

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.