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Iron Mountain
IRM

386 hedge funds and large institutions have $8.59B invested in Iron Mountain in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 198 increasing their positions, 65 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 65

143% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 28

25% more capital invested

Capital invested by funds: $6.86B → $8.59B (+$1.72B)

10% more funds holding

Funds holding: 350 → 386 (+36)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

14.47% less ownership

Funds ownership: 96.6% → 82.13% (-14%)

40% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $19.5M

Holders
386
Holders Change
+36
Holders Change %
+10.29%
% of All Funds
10.3%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
68
Increased
198
Reduced
65
Closed
28
Calls
$11.8M
Puts
$19.5M
Net Calls
-$7.77M
Net Calls Change
+$14.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$237M
2
Goldman Sachs
Goldman Sachs
New York
+$74.9M
3
State Street
State Street
Massachusetts
+$65M
4
BIT
BlackRock Institutional Trust
California
+$60.6M
5
Morgan Stanley
Morgan Stanley
New York
+$58.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$435M
2
SC
Schooner Capital
Florida
-$69.2M
3
Millennium Management
Millennium Management
New York
-$25.3M
4
RIM
RS Investment Management
California
-$25.1M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$24.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
376
Piedmont Investment Advisors
North Carolina
$2.43K +$364 +10 +20%
AA
377
Apriem Advisors
California
$2K – – –
PMFA
378
Plante Moran Financial Advisors
Michigan
$2K – – –
GI
379
Gradient Investments
Minnesota
$1K – – –
PFBT
380
Parkside Financial Bank & Trust
Missouri
$1K – – –
TFO
381
Tarbox Family Office
California
$1K – – –
CAM
382
ClariVest Asset Management
California
$1K +$692 +19 New
HCM
383
Herndon Capital Management
Georgia
$1K +$801 +22 New
SWA
384
Sutton Wealth Advisors
Florida
$637 – – –
CA
385
Commerzbank Aktiengesellschaft
Germany
$269 +$5.42K +149 +2%
Millennium Management
386
Millennium Management
New York
– -$25.3M -745,873 Closed
SCM
387
Symons Capital Management
Pennsylvania
– -$19.9M -586,854 Closed
SCM
388
Stonerise Capital Management
California
– -$14.2M -419,295 Closed
PAM
389
Paradigm Asset Management
New York
– -$4.45M -131,200 Closed
OA
390
Oxbow Advisors
Texas
– -$2.41M -71,165 Closed
SCM
391
Stevens Capital Management
Pennsylvania
– -$2.36M -69,492 Closed
Arrowstreet Capital
392
Arrowstreet Capital
Massachusetts
– -$1.78M -52,467 Closed
BCM
393
BlueCrest Capital Management
Jersey
– -$1.14M -33,735 Closed
CG
394
Clinton Group
New York
– -$771K -22,725 Closed
TNAM
395
Terra Nova Asset Management
New York
– -$758K -22,345 Closed
Janney Montgomery Scott
396
Janney Montgomery Scott
Pennsylvania
– -$753K -22,212 Closed
NIMI
397
Natixis Investment Managers International
France
– -$508K -14,988 Closed
Susquehanna International Group
398
Susquehanna International Group
Pennsylvania
– -$526K -14,455 Closed
CL
399
CSS LLC
Illinois
– -$319K -8,753 Closed
MYAM
400
Meiji Yasuda Asset Management
Japan
– -$273K -8,054 Closed
13 14 15
16
17

IRM Hedge Fund Activity: Q2 2016 in Review

386 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2016, worth a combined $8.59B — up 25% from $6.86B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new IRM positions and 28 closed out — a net gain of 40 holders — while 198 added to existing stakes and 65 trimmed.

The largest buyer was Vanguard Group, adding an estimated $237M. The largest seller was T. Rowe Price Associates, cutting an estimated $435M.

  • 386 institutional investors held Iron Mountain (IRM) as of Q2 2016, up from 350 in Q1 2016.
  • Funds reported $8.59B of Iron Mountain stock for Q2 2016, up 25% quarter-over-quarter.
  • 68 funds opened new Iron Mountain positions in Q2 2016 and 28 closed out, a net change of +40 holders.
  • The largest Iron Mountain buyer in Q2 2016 was Vanguard Group, an estimated $237M added.
  • The largest Iron Mountain seller in Q2 2016 was T. Rowe Price Associates, an estimated $435M sold.

Based on aggregated 13F filings for Q2 2016.