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Iron Mountain
IRM

474 hedge funds and large institutions have $8.26B invested in Iron Mountain in 2018 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 182 increasing their positions, 154 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 154

9% more call options, than puts

Call options by funds: $21.9M | Put options by funds: $20.2M

3% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 72

0% less funds holding

Funds holding: 476 → 474 (-2)

2.43% less ownership

Funds ownership: 90.57% → 88.14% (-2.4%)

14% less capital invested

Capital invested by funds: $9.63B → $8.26B (-$1.36B)

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

Holders
474
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
10.86%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.11%
New
74
Increased
182
Reduced
154
Closed
72
Calls
$21.9M
Puts
$20.2M
Net Calls
+$1.74M
Net Calls Change
+$14.7M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$125M
2
Cohen & Steers
Cohen & Steers
New York
+$66.2M
3
Capital World Investors
Capital World Investors
California
+$37.4M
4
Parnassus Investments
Parnassus Investments
California
+$25.3M
5
Millennium Management
Millennium Management
New York
+$22.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$128M
2
ZP
Zimmer Partners
New York
-$95.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$95.3M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$67.1M
5
UIC
Uniplan Investment Counsel
Wisconsin
-$54.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
451
Gryphon Financial Partners
Ohio
$3K – – –
PCP
452
Proficio Capital Partners
Massachusetts
$3K +$573 +17 +25%
S
453
SignatureFD
Georgia
$3K +$3.3K +98 New
ECM
454
Estabrook Capital Management
New York
$2.46K – – –
WEC
455
Winslow Evans & Crocker
Massachusetts
$2.3K – – –
PG
456
Patten Group
Tennessee
$2K -$7.41K -220 -81%
GAM
457
Gemmer Asset Management
California
$2K -$34 -1 -1%
CAW
458
Cornerstone Advisors (Washington)
Washington
$2K – – –
OSAM
459
O'Shaughnessy Asset Management
Connecticut
$2K – – –
PMFA
460
Plante Moran Financial Advisors
Michigan
$2K – – –
TFO
461
Tarbox Family Office
California
$2K +$135 +4 +8%
FGC
462
Financial Gravity Companies
Texas
$2K +$1.18K +35 +206%
FGAM
463
Financial Gravity Asset Management
Texas
$2K +$1.75K +52 New
DOA
464
D'Orazio & Associates
Virginia
$2K +$2.46K +73 New
GI
465
Gradient Investments
Minnesota
$1K – – –
FCAG
466
First Capital Advisors Group
New Jersey
$1K +$573 +17 New
PFBT
467
Parkside Financial Bank & Trust
Missouri
$1K +$573 +17 +85%
APP
468
Avantax Planning Partners
Iowa
$1K +$1.15K +34 New
VFA
469
Valeo Financial Advisors
Indiana
$1K +$1.52K +45 New
Nomura Holdings
470
Nomura Holdings
Japan
$724 +$137K +4,051 +22%
SWA
471
Sutton Wealth Advisors
Florida
$526 – – –
ZP
472
Zimmer Partners
New York
– -$95.4M -2,527,900 Closed
UIC
473
Uniplan Investment Counsel
Wisconsin
– -$54.5M -1,444,620 Closed
AT
474
AMF Tjänstepension
Sweden
– -$15.6M -413,491 Closed
SSA
475
Schonfeld Strategic Advisors
New York
– -$6.09M -161,387 Closed
17 18
19
20 21

IRM Hedge Fund Activity: Q1 2018 in Review

474 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2018, worth a combined $8.26B — down 14% from $9.63B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new IRM positions and 72 closed out — a net gain of 2 holders — while 182 added to existing stakes and 154 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $125M. The largest seller was Bank of New York Mellon, cutting an estimated $128M.

  • 474 institutional investors held Iron Mountain (IRM) as of Q1 2018, down from 476 in Q4 2017.
  • Funds reported $8.26B of Iron Mountain stock for Q1 2018, down 14% quarter-over-quarter.
  • 74 funds opened new Iron Mountain positions in Q1 2018 and 72 closed out, a net change of +2 holders.
  • The largest Iron Mountain buyer in Q1 2018 was JP Morgan Chase, an estimated $125M added.
  • The largest Iron Mountain seller in Q1 2018 was Bank of New York Mellon, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2018.