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Iron Mountain
IRM

334 hedge funds and large institutions have $4.91B invested in Iron Mountain in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 130 increasing their positions, 115 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $299M | Put options by funds: $223M

13% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 115

1% less funds holding

Funds holding: 337 → 334 (-3)

3% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 40

2.78% less ownership

Funds ownership: 103.43% → 100.65% (-2.8%)

12% less capital invested

Capital invested by funds: $5.55B → $4.91B (-$646M)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
334
Holders Change
-3
Holders Change %
-0.89%
% of All Funds
9.65%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
39
Increased
130
Reduced
115
Closed
40
Calls
$299M
Puts
$223M
Net Calls
+$75.5M
Net Calls Change
+$180M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$35.7M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$26.5M
3
Goldman Sachs
Goldman Sachs
New York
+$25.4M
4
Millennium Management
Millennium Management
New York
+$25.3M
5
WCMNY
Westchester Capital Management (New York)
New York
+$24.8M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
-$288M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$44.3M
3
Parnassus Investments
Parnassus Investments
California
-$33.5M
4
Citadel Advisors
Citadel Advisors
Florida
-$33.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCMNY
26
Westchester Capital Management (New York)
New York
$41.5M +$24.8M +971,419 +147%
Norges Bank
27
Norges Bank
Norway
$38.7M – – –
WF
28
Welch & Forbes
Massachusetts
$34.9M +$39K +1,524 +0.1%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$34.1M +$26.5M +1,037,092 +343%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$34M -$629K -24,606 -2%
T
31
TOBAM
France
$33.7M +$5.98M +233,820 +22%
GC
32
GW Capital
Washington
$33.2M +$4.73M +185,055 +17%
Morgan Stanley
33
Morgan Stanley
New York
$33M +$12.5M +488,911 +61%
BG
34
BlackRock Group
United Kingdom
$29.5M -$70.6K -2,762 -0.2%
CIM
35
Confluence Investment Management
Missouri
$29.2M +$2.58M +100,848 +10%
Mackenzie Financial
36
Mackenzie Financial
Ontario, Canada
$28M +$6.14M +239,948 +28%
SCM
37
Stonerise Capital Management
California
$27.6M – – –
Millennium Management
38
Millennium Management
New York
$25.2M +$25.3M +988,447 New
FCM
39
Farallon Capital Management
California
$24.7M +$2.91M +113,610 +13%
CS
40
Credit Suisse
Switzerland
$22.6M -$1.18M -45,956 -5%
Legal & General Group
41
Legal & General Group
United Kingdom
$21.6M -$63.6K -2,486 -0.3%
Renaissance Technologies
42
Renaissance Technologies
New York
$20.7M +$1.95M +76,207 +10%
TCIM
43
TIAA CREF Investment Management
New York
$19.3M -$345K -13,490 -2%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$18M +$787K +30,786 +5%
CC
45
Colrain Capital
Massachusetts
$17.7M +$17.4M +680,372 +4,337%
GC
46
Guggenheim Capital
Illinois
$17.2M +$2.55M +99,615 +17%
Deutsche Bank
47
Deutsche Bank
Germany
$17M +$876K +34,265 +5%
HT
48
HAP Trading
New York
$16.2M +$9.89M +386,521 +155%
PAM
49
Panagora Asset Management
Massachusetts
$16.2M -$881K -34,450 -5%
NFA
50
Nationwide Fund Advisors
Ohio
$16.1M +$2.6M +101,500 +19%
1
2
3 4 5

IRM Hedge Fund Activity: Q1 2014 in Review

334 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2014, worth a combined $4.91B — down 12% from $5.55B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of IRM and 39 opened new positions — a net loss of 1 holder — while 115 trimmed existing stakes and 130 added.

The largest buyer was Brookfield Corp, adding an estimated $35.7M. The largest seller was Davis Selected Advisers, exiting entirely with an estimated $288M sold.

  • 334 institutional investors held Iron Mountain (IRM) as of Q1 2014, down from 337 in Q4 2013.
  • Funds reported $4.91B of Iron Mountain stock for Q1 2014, down 12% quarter-over-quarter.
  • 39 funds opened new Iron Mountain positions in Q1 2014 and 40 closed out, a net change of -1 holder.
  • The largest Iron Mountain buyer in Q1 2014 was Brookfield Corp, an estimated $35.7M added.
  • The largest Iron Mountain seller in Q1 2014 was Davis Selected Advisers, an estimated $288M sold.

Based on aggregated 13F filings for Q1 2014.