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Iron Mountain

338 hedge funds and large institutions have $4.79B invested in Iron Mountain in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 123 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $217M | Put options by funds: $43.2M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

2.34% more ownership

Funds ownership: 97.86%100.2% (+2.3%)

8% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 38

2% more capital invested

Capital invested by funds: $4.68B → $4.79B (+$101M)

0% more funds holding

Funds holding: 337338 (+1)

0% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 123

Holders
338
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
10.96%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
41
Increased
123
Reduced
123
Closed
38
Calls
$217M
Puts
$43.2M
Net Calls
+$174M
Net Calls Change
-$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$39.4M -$1.98M -78,039 -5%
Capital Research Global Investors
27
Capital Research Global Investors
California
$37M +$37.6M +1,481,412 New
OCAM
28
Owl Creek Asset Management
New York
$34.6M
WF
29
Welch & Forbes
Massachusetts
$33.6M +$3.72M +146,327 +12%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$33.2M +$2.27M +89,194 +7%
Goldman Sachs
31
Goldman Sachs
New York
$33M +$11.4M +449,803 +52%
BG
32
BlackRock Group
United Kingdom
$29.5M +$1.73M +68,164 +6%
GC
33
GW Capital
Washington
$27.7M +$11.7M +462,291 +72%
JHIU
34
Janus Henderson Investors US
Colorado
$27.5M -$44.5M -1,751,555 -61%
SCM
35
Stonerise Capital Management
California
$27M +$2.06M +81,150 +8%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$23.9M -$57.1M -2,246,932 -70%
CIM
37
Confluence Investment Management
Missouri
$22.9M +$2.3M +90,691 +11%
Morgan Stanley
38
Morgan Stanley
New York
$22.9M -$30.3M -1,193,251 -57%
Legal & General Group
39
Legal & General Group
United Kingdom
$21.3M +$178K +7,023 +0.8%
PAM
40
Panagora Asset Management
Massachusetts
$21.1M -$14.8M -583,069 -41%
JP Morgan Chase
41
JP Morgan Chase
New York
$20.9M +$8.15M +320,853 +62%
CS
42
Credit Suisse
Switzerland
$20.7M -$6.51M -256,151 -24%
FCM
43
Farallon Capital Management
California
$20M +$20.3M +800,680 New
CC
44
Caspian Capital
New York
$19.6M +$5.49M +216,333 +38%
TCIM
45
TIAA CREF Investment Management
New York
$19.5M -$419K -16,494 -2%
HI
46
Honeywell International
North Carolina
$18.9M +$19.3M +758,685 New
Deutsche Bank
47
Deutsche Bank
Germany
$17M -$14.3M -561,402 -45%
NFA
48
Nationwide Fund Advisors
Ohio
$16.1M -$921K -36,256 -5%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$15.8M +$4.69M +184,481 +41%
Teacher Retirement System of Texas
50
Teacher Retirement System of Texas
Texas
$15.7M -$1.44M -56,621 -8%

IRM Hedge Fund Activity: Q3 2013 in Review

338 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2013, worth a combined $4.79B — up 2.2% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IRM positions and 38 closed out — a net gain of 3 holders — while 123 added to existing stakes and 123 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $143M. The largest seller was Capital World Investors, cutting an estimated $115M.

  • 338 institutional investors held Iron Mountain (IRM) as of Q3 2013, up from 337 in Q2 2013.
  • Funds reported $4.79B of Iron Mountain stock for Q3 2013, up 2.2% quarter-over-quarter.
  • 41 funds opened new Iron Mountain positions in Q3 2013 and 38 closed out, a net change of +3 holders.
  • The largest Iron Mountain buyer in Q3 2013 was T. Rowe Price Associates, an estimated $143M added.
  • The largest Iron Mountain seller in Q3 2013 was Capital World Investors, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2013.