Iron Mountain
IRM
485 hedge funds and large institutions have $8.25B invested in Iron Mountain in 2018 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 175 increasing their positions, 161 reducing their positions, and 65 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
9% more repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 161
0.65% more ownership
Funds ownership: 89.11% → 89.76% (+0.65%)
3% less funds holding
Funds holding: 502 → 485 (-17)
6% less capital invested
Capital invested by funds: $8.8B → $8.25B (-$546M)
12% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 65
21% less call options, than puts
Call options by funds: $33.9M | Put options by funds: $42.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$146M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
+$127M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$52.3M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$51.4M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
-$125M |
| 2 |
MP
Makaira Partners
La Jolla,
California
|
-$63.2M |
| 3 |
JP Morgan Chase
New York
|
-$47.1M |
| 4 |
H
Hexavest
Montreal,
Quebec, Canada
|
-$36.7M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$21.5M |
IRM Hedge Fund Activity: Q4 2018 in Review
485 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q4 2018, worth a combined $8.25B — down 6.2% from $8.8B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of IRM and 57 opened new positions — a net loss of 8 holders — while 161 trimmed existing stakes and 175 added.
The largest buyer was Cohen & Steers, adding an estimated $146M. The largest seller was Parnassus Investments, cutting an estimated $125M.
- 485 institutional investors held Iron Mountain (IRM) as of Q4 2018, down from 502 in Q3 2018.
- Funds reported $8.25B of Iron Mountain stock for Q4 2018, down 6.2% quarter-over-quarter.
- 57 funds opened new Iron Mountain positions in Q4 2018 and 65 closed out, a net change of -8 holders.
- The largest Iron Mountain buyer in Q4 2018 was Cohen & Steers, an estimated $146M added.
- The largest Iron Mountain seller in Q4 2018 was Parnassus Investments, an estimated $125M sold.
Based on aggregated 13F filings for Q4 2018.