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Iron Mountain
IRM

334 hedge funds and large institutions have $4.91B invested in Iron Mountain in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 130 increasing their positions, 115 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $299M | Put options by funds: $223M

13% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 115

1% less funds holding

Funds holding: 337 → 334 (-3)

3% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 40

2.78% less ownership

Funds ownership: 103.43% → 100.65% (-2.8%)

12% less capital invested

Capital invested by funds: $5.55B → $4.91B (-$646M)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
334
Holders Change
-3
Holders Change %
-0.89%
% of All Funds
9.65%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
39
Increased
130
Reduced
115
Closed
40
Calls
$299M
Puts
$223M
Net Calls
+$75.5M
Net Calls Change
+$180M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$35.7M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$26.5M
3
Goldman Sachs
Goldman Sachs
New York
+$25.4M
4
Millennium Management
Millennium Management
New York
+$25.3M
5
WCMNY
Westchester Capital Management (New York)
New York
+$24.8M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
-$288M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$44.3M
3
Parnassus Investments
Parnassus Investments
California
-$33.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$33.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
351
Sterling Capital Management
North Carolina
– -$981K -34,980 Closed
JMPWA
352
JP Morgan Private Wealth Advisors
California
– -$979K -34,914 Closed
SIS
353
Sandell Investment Services
New York
– -$823K -29,352 Closed
MF
354
Magnetar Financial
Illinois
– -$692K -27,050 Closed
CCA
355
Catalyst Capital Advisors
New York
– -$606K -21,626 Closed
WMSA
356
Weiss Multi-Strategy Advisers
New York
– -$577K -20,580 Closed
Walleye Trading
357
Walleye Trading
New York
– -$332K -12,983 Closed
GCP
358
GSA Capital Partners
United Kingdom
– -$323K -11,523 Closed
KFS
359
Kurt F. Somerville
– -$273K -9,738 Closed
PI
360
Putnam Investments
Massachusetts
– -$210K -7,502 Closed
APCM
361
Arbiter Partners Capital Management
New York
– -$205K -7,294 Closed
TRCT
362
Tower Research Capital (TRC)
New York
– -$195K -6,924 Closed
PL
363
Parkwood LLC
Ohio
– -$192K -6,851 Closed
WA
364
Waverly Advisors
Alabama
– -$188K -6,708 Closed
QT
365
Quantbot Technologies
New York
– -$75K -2,705 Closed
SAM
366
Solaris Asset Management
New York
– -$69K -2,473 Closed
WRM
367
Westport Resources Management
Connecticut
– -$12K -437 Closed
CFA
368
Camarda Financial Advisors
Florida
– -$12K -410 Closed
AC
369
Alexandria Capital
Virginia
– -$10K -353 Closed
SSB
370
Sandy Spring Bank
Maryland
– -$8K -294 Closed
ASN
371
Advisory Services Network
Georgia
– -$7K -241 Closed
WOC
372
West Oak Capital
California
– -$5.77K -206 Closed
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
– -$5K -195 Closed
Envestnet Asset Management
374
Envestnet Asset Management
Illinois
– -$4K -146 Closed
TFO
375
Tarbox Family Office
California
– +$716 +28 New
11 12 13 14
15

IRM Hedge Fund Activity: Q1 2014 in Review

334 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2014, worth a combined $4.91B — down 12% from $5.55B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of IRM and 39 opened new positions — a net loss of 1 holder — while 115 trimmed existing stakes and 130 added.

The largest buyer was Brookfield Corp, adding an estimated $35.7M. The largest seller was Davis Selected Advisers, exiting entirely with an estimated $288M sold.

  • 334 institutional investors held Iron Mountain (IRM) as of Q1 2014, down from 337 in Q4 2013.
  • Funds reported $4.91B of Iron Mountain stock for Q1 2014, down 12% quarter-over-quarter.
  • 39 funds opened new Iron Mountain positions in Q1 2014 and 40 closed out, a net change of -1 holder.
  • The largest Iron Mountain buyer in Q1 2014 was Brookfield Corp, an estimated $35.7M added.
  • The largest Iron Mountain seller in Q1 2014 was Davis Selected Advisers, an estimated $288M sold.

Based on aggregated 13F filings for Q1 2014.