Iron Mountain
IRM
381 hedge funds and large institutions have $8.1B invested in Iron Mountain in 2016 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 163 increasing their positions, 115 reducing their positions, and 35 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 115
10% more call options, than puts
Call options by funds: $12.8M | Put options by funds: $11.6M
6% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 35
0.12% more ownership
Funds ownership: 82.13% → 82.25% (+0.12%)
1% less funds holding
Funds holding: 386 → 381 (-5)
6% less capital invested
Capital invested by funds: $8.59B → $8.1B (-$490M)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$152M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$90M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$73.1M |
| 4 |
Neuberger Berman Group
New York
|
+$37.9M |
| 5 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$33.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$85.5M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$44M |
| 3 |
Two Sigma Investments
New York
|
-$41.6M |
| 4 |
Parnassus Investments
San Francisco,
California
|
-$40.2M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$37.5M |
IRM Hedge Fund Activity: Q3 2016 in Review
381 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2016, worth a combined $8.1B — down 5.7% from $8.59B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IRM positions and 35 closed out — a net gain of 2 holders — while 163 added to existing stakes and 115 trimmed.
The largest buyer was Vanguard Group, adding an estimated $152M. The largest seller was Epoch Investment Partners, cutting an estimated $85.5M.
- 381 institutional investors held Iron Mountain (IRM) as of Q3 2016, down from 386 in Q2 2016.
- Funds reported $8.1B of Iron Mountain stock for Q3 2016, down 5.7% quarter-over-quarter.
- 37 funds opened new Iron Mountain positions in Q3 2016 and 35 closed out, a net change of +2 holders.
- The largest Iron Mountain buyer in Q3 2016 was Vanguard Group, an estimated $152M added.
- The largest Iron Mountain seller in Q3 2016 was Epoch Investment Partners, an estimated $85.5M sold.
Based on aggregated 13F filings for Q3 2016.