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Iron Mountain
IRM

350 hedge funds and large institutions have $6.86B invested in Iron Mountain in 2016 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 132 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

24% more capital invested

Capital invested by funds: $5.52B → $6.86B (+$1.34B)

4% more funds holding

Funds holding: 336 → 350 (+14)

0.3% less ownership

Funds ownership: 96.9% → 96.6% (-0.3%)

9% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 132

67% less call options, than puts

Call options by funds: $10.8M | Put options by funds: $33.2M

Holders
350
Holders Change
+14
Holders Change %
+4.17%
% of All Funds
9.33%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.29%
New
48
Increased
120
Reduced
132
Closed
32
Calls
$10.8M
Puts
$33.2M
Net Calls
-$22.3M
Net Calls Change
-$64M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$63.9M
2
Capital World Investors
Capital World Investors
California
+$54.6M
3
Invesco
Invesco
Georgia
+$38.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$23.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.22M

Top Sellers

Rank Fund Capital Flow
1
HCM
Highfields Capital Management
Massachusetts
-$28.9M
2
WA
Wasatch Advisors
Utah
-$17.9M
3
RRAM
River Road Asset Management
Kentucky
-$17.9M
4
CC
Colrain Capital
Massachusetts
-$17.5M
5
Two Sigma Investments
Two Sigma Investments
New York
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
326
Bruderman Asset Management
New York
$9K – – –
WAM
327
Wealthspire Advisors (Maryland)
Maryland
$9K +$4.14K +144 +116%
FCCM
328
First City Capital Management
Georgia
$8.85K – – –
Parallax Volatility Advisers
329
Parallax Volatility Advisers
California
$5K +$4.08K +142 New
CBT
330
Central Bank & Trust
Kentucky
$4K – – –
GWM
331
Gupta Wealth Management
California
$3K – – –
CAW
332
Cornerstone Advisors (Washington)
Washington
$3K +$2.24K +78 New
PMFA
333
Plante Moran Financial Advisors
Michigan
$2K -$8.96K -312 -85%
Twin Tree Management
334
Twin Tree Management
Texas
$2K +$1.35K +47 New
RWA
335
Ropes Wealth Advisors
Massachusetts
$2K +$1.44K +50 New
ZB
336
Zions Bancorporation
Utah
$2K +$1.9K +66 New
FANJ
337
Financial Architects (New Jersey)
New Jersey
$2K +$1.92K +67 New
GAM
338
Gemmer Asset Management
California
$2K +$1.92K +67 New
PIA
339
Piedmont Investment Advisors
North Carolina
$1.73K +$86 +3 +6%
TFO
340
Tarbox Family Office
California
$1K -$689 -24 -45%
GI
341
Gradient Investments
Minnesota
$1K – – –
TSU
342
TD Securities (USA)
New York
$1K – – –
PFBT
343
Parkside Financial Bank & Trust
Missouri
$1K +$574 +20 New
AA
344
Apriem Advisors
California
$1K +$1.21K +42 New
GT
345
Glenmede Trust
Pennsylvania
$1K +$1.32K +46 New
SWA
346
Sutton Wealth Advisors
Florida
$543 +$460 +16 New
N
347
Nuveen
North Carolina
$415 – – –
PCM
348
Penserra Capital Management
California
$43 +$6.2K +216 +20%
EWM
349
Endurance Wealth Management
Rhode Island
$11 – – –
HCM
350
Highfields Capital Management
Massachusetts
– -$28.9M -1,069,868 Closed
12 13
14
15 16

IRM Hedge Fund Activity: Q1 2016 in Review

350 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2016, worth a combined $6.86B — up 24% from $5.52B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IRM positions and 32 closed out — a net gain of 16 holders — while 120 added to existing stakes and 132 trimmed.

The largest buyer was Capital International Investors, adding an estimated $63.9M. The largest seller was Highfields Capital Management, exiting entirely with an estimated $28.9M sold.

  • 350 institutional investors held Iron Mountain (IRM) as of Q1 2016, up from 336 in Q4 2015.
  • Funds reported $6.86B of Iron Mountain stock for Q1 2016, up 24% quarter-over-quarter.
  • 48 funds opened new Iron Mountain positions in Q1 2016 and 32 closed out, a net change of +16 holders.
  • The largest Iron Mountain buyer in Q1 2016 was Capital International Investors, an estimated $63.9M added.
  • The largest Iron Mountain seller in Q1 2016 was Highfields Capital Management, an estimated $28.9M sold.

Based on aggregated 13F filings for Q1 2016.