Iron Mountain
IRM
322 hedge funds and large institutions have $6.35B invested in Iron Mountain in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 132 increasing their positions, 117 reducing their positions, and 46 closing their positions.
689% more call options, than puts
Call options by funds: $61.6M | Put options by funds: $7.81M
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
13% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 117
1.26% more ownership
Funds ownership: 96.3% → 97.56% (+1.3%)
1% more capital invested
Capital invested by funds: $6.28B → $6.35B (+$78.3M)
9% less funds holding
Funds holding: 352 → 322 (-30)
61% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
+$112M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$103M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$75.8M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$46.6M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$95.8M |
| 2 |
OCAM
Owl Creek Asset Management
New York
|
-$81.3M |
| 3 |
Goldman Sachs
New York
|
-$33.3M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$26.7M |
| 5 |
JP Morgan Chase
New York
|
-$23.4M |
IRM Hedge Fund Activity: Q3 2015 in Review
322 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2015, worth a combined $6.35B — up 1.2% from $6.28B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of IRM and 18 opened new positions — a net loss of 28 holders — while 117 trimmed existing stakes and 132 added.
The largest buyer was Epoch Investment Partners, adding an estimated $112M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $95.8M sold.
- 322 institutional investors held Iron Mountain (IRM) as of Q3 2015, down from 352 in Q2 2015.
- Funds reported $6.35B of Iron Mountain stock for Q3 2015, up 1.2% quarter-over-quarter.
- 18 funds opened new Iron Mountain positions in Q3 2015 and 46 closed out, a net change of -28 holders.
- The largest Iron Mountain buyer in Q3 2015 was Epoch Investment Partners, an estimated $112M added.
- The largest Iron Mountain seller in Q3 2015 was Massachusetts Financial Services, an estimated $95.8M sold.
Based on aggregated 13F filings for Q3 2015.