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Iron Mountain

353 hedge funds and large institutions have $6.69B invested in Iron Mountain in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 131 increasing their positions, 108 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

36% more capital invested

Capital invested by funds: $4.91B → $6.69B (+$1.78B)

36% more call options, than puts

Call options by funds: $400M | Put options by funds: $294M

21% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 108

6% more funds holding

Funds holding: 334353 (+19)

5.64% more ownership

Funds ownership: 100.65%106.29% (+5.6%)

Holders
353
Holders Change
+19
Holders Change %
+5.69%
% of All Funds
10.15%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.26%
New
58
Increased
131
Reduced
108
Closed
36
Calls
$400M
Puts
$294M
Net Calls
+$106M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WCMNY
26
Westchester Capital Management (New York)
New York
$68.6M +$12.6M +462,985 +28%
Goldman Sachs
27
Goldman Sachs
New York
$67.1M -$2.49M -91,669 -4%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$66.3M -$42.5M -1,567,412 -44%
IG
29
ING Group
Netherlands
$53.2M +$44M +1,623,000 New
Morgan Stanley
30
Morgan Stanley
New York
$51.3M +$7.35M +270,887 +21%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$44.4M +$549K +20,239 +2%
WF
32
Welch & Forbes
Massachusetts
$44M -$723K -26,639 -2%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$43.6M -$227K -8,384 -0.6%
CIM
34
Confluence Investment Management
Missouri
$39.8M +$1.94M +71,573 +6%
BG
35
BlackRock Group
United Kingdom
$39.4M +$1.18M +43,514 +4%
CS
36
Credit Suisse
Switzerland
$36.8M +$6.36M +234,514 +26%
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$35.5M -$422K -15,544 -1%
SCM
38
Stonerise Capital Management
California
$35.5M
GC
39
GW Capital
Washington
$35.2M -$6.28M -231,538 -18%
PAMU
40
Pictet Asset Management (UK)
United Kingdom
$28.3M +$17.2M +632,919 +274%
T
41
TOBAM
France
$28.1M -$12.6M -463,106 -35%
Legal & General Group
42
Legal & General Group
United Kingdom
$28M +$202K +7,458 +0.9%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$27.4M +$7.19M +264,957 +46%
Deutsche Bank
44
Deutsche Bank
Germany
$26.2M +$3.61M +133,030 +20%
Nomura Holdings
45
Nomura Holdings
Japan
$26M +$15.7M +579,625 +263%
TCIM
46
TIAA CREF Investment Management
New York
$24.5M -$300K -11,061 -1%
CC
47
Colrain Capital
Massachusetts
$23.6M +$688K +25,356 +4%
Bank of America
48
Bank of America
North Carolina
$23.3M +$5.13M +188,948 +36%
RJA
49
Raymond James & Associates
Florida
$22.2M +$4.41M +162,611 +32%
GC
50
Guggenheim Capital
Illinois
$21.9M -$167K -6,162 -0.9%

IRM Hedge Fund Activity: Q2 2014 in Review

353 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2014, worth a combined $6.69B — up 36% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IRM positions and 36 closed out — a net gain of 22 holders — while 131 added to existing stakes and 108 trimmed.

The largest buyer was Elliott Management, opening a new position worth an estimated $88.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $66.1M.

  • 353 institutional investors held Iron Mountain (IRM) as of Q2 2014, up from 334 in Q1 2014.
  • Funds reported $6.69B of Iron Mountain stock for Q2 2014, up 36% quarter-over-quarter.
  • 58 funds opened new Iron Mountain positions in Q2 2014 and 36 closed out, a net change of +22 holders.
  • The largest Iron Mountain buyer in Q2 2014 was Elliott Management, an estimated $88.1M added.
  • The largest Iron Mountain seller in Q2 2014 was T. Rowe Price Associates, an estimated $66.1M sold.

Based on aggregated 13F filings for Q2 2014.