Iron Mountain
IRM
341 hedge funds and large institutions have $6.07B invested in Iron Mountain in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 225 reducing their positions, and 48 closing their positions.
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
3% less funds holding
Funds holding: 353 → 341 (-12)
9% less capital invested
Capital invested by funds: $6.69B → $6.07B (-$620M)
9.93% less ownership
Funds ownership: 106.29% → 96.36% (-9.9%)
19% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 48
22% less call options, than puts
Call options by funds: $127M | Put options by funds: $164M
66% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 225
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
+$119M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$60M |
| 3 |
Parnassus Investments
San Francisco,
California
|
+$31.9M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$30.6M |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$23.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$89.7M |
| 2 |
Jennison Associates
New York
|
-$81.5M |
| 3 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
-$67M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$61.9M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$53.6M |
IRM Hedge Fund Activity: Q3 2014 in Review
341 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2014, worth a combined $6.07B — down 9.3% from $6.69B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of IRM and 39 opened new positions — a net loss of 9 holders — while 225 trimmed existing stakes and 77 added.
The largest buyer was Highfields Capital Management, adding an estimated $119M. The largest seller was Brookfield Corp, cutting an estimated $89.7M.
- 341 institutional investors held Iron Mountain (IRM) as of Q3 2014, down from 353 in Q2 2014.
- Funds reported $6.07B of Iron Mountain stock for Q3 2014, down 9.3% quarter-over-quarter.
- 39 funds opened new Iron Mountain positions in Q3 2014 and 48 closed out, a net change of -9 holders.
- The largest Iron Mountain buyer in Q3 2014 was Highfields Capital Management, an estimated $119M added.
- The largest Iron Mountain seller in Q3 2014 was Brookfield Corp, an estimated $89.7M sold.
Based on aggregated 13F filings for Q3 2014.