Iron Mountain
380 hedge funds and large institutions have $8.2B invested in Iron Mountain in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 143 increasing their positions, 117 reducing their positions, and 35 closing their positions.
87% more call options, than puts
Call options by funds: $11.6M | Put options by funds: $6.22M
37% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 35
22% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 117
15% more capital invested
Capital invested by funds: $7.14B → $8.2B (+$1.06B)
3.85% more ownership
Funds ownership: 83.48% → 87.33% (+3.8%)
1% more funds holding
Funds holding: 375 → 380 (+5)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$622M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$227M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$37.8M |
| 4 |
JP Morgan Chase
New York
|
+$33.9M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$32.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$66.8M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$38.4M |
| 3 |
SC
Schooner Capital
Vero Beach,
Florida
|
-$15.5M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$12.9M |
| 5 |
Axa
Paris,
France
|
-$11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
N
401
Natixis
Paris,
France
| – | -$208K | -6,394 | Closed |
|
|
TG
402
TLP Group
Evanston,
Illinois
| – | -$188K | -5,795 | Closed |
|
|
QT
403
Quantbot Technologies
New York
| – | -$127K | -3,918 | Closed |
|
|
TRCT
404
Tower Research Capital (TRC)
New York
| – | -$74K | -2,269 | Closed |
|
405
Group One Trading
Chicago,
Illinois
| – | -$64.9K | -1,833 | Closed |
|
|
PHK
406
Point72 Hong Kong
Hong Kong
| – | -$33K | -1,022 | Closed |
|
|
PIA
407
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$22.7K | -699 | Closed |
|
|
BAM
408
Bruderman Asset Management
Locust Valley,
New York
| – | -$9K | -272 | Closed |
|
|
ACM
409
Armbruster Capital Management
Pittsford,
New York
| – | -$5K | -162 | Closed |
|
|
AA
410
Ancora Advisors
Cleveland,
Ohio
| – | -$5K | -155 | Closed |
|
411
EARNEST Partners
Atlanta,
Georgia
| – | -$4K | -133 | Closed |
|
|
EF
412
Empirical Finance
Havertown,
Pennsylvania
| – | -$3K | -92 | Closed |
|
|
GWS
413
Glassman Wealth Services
Vienna,
Virginia
| – | +$106 | +3 | New |
|
IRM Hedge Fund Activity: Q1 2017 in Review
380 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2017, worth a combined $8.2B — up 15% from $7.14B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new IRM positions and 35 closed out — a net gain of 13 holders — while 143 added to existing stakes and 117 trimmed.
The largest buyer was BlackRock, adding an estimated $622M. The largest seller was Janus Henderson Investors US, cutting an estimated $66.8M.
- 380 institutional investors held Iron Mountain (IRM) as of Q1 2017, up from 375 in Q4 2016.
- Funds reported $8.2B of Iron Mountain stock for Q1 2017, up 15% quarter-over-quarter.
- 48 funds opened new Iron Mountain positions in Q1 2017 and 35 closed out, a net change of +13 holders.
- The largest Iron Mountain buyer in Q1 2017 was BlackRock, an estimated $622M added.
- The largest Iron Mountain seller in Q1 2017 was Janus Henderson Investors US, an estimated $66.8M sold.
Based on aggregated 13F filings for Q1 2017.