Iron Mountain
IRM
350 hedge funds and large institutions have $6.86B invested in Iron Mountain in 2016 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 132 reducing their positions, and 32 closing their positions.
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
50% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 32
24% more capital invested
Capital invested by funds: $5.52B → $6.86B (+$1.34B)
4% more funds holding
Funds holding: 336 → 350 (+14)
0.3% less ownership
Funds ownership: 96.9% → 96.6% (-0.3%)
9% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 132
67% less call options, than puts
Call options by funds: $10.8M | Put options by funds: $33.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$63.9M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$54.6M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$38.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.2M |
| 5 |
Bank of New York Mellon
New York
|
+$8.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$28.9M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$17.9M |
| 3 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$17.9M |
| 4 |
CC
Colrain Capital
Boston,
Massachusetts
|
-$17.5M |
| 5 |
Two Sigma Investments
New York
|
-$13.7M |
IRM Hedge Fund Activity: Q1 2016 in Review
350 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2016, worth a combined $6.86B — up 24% from $5.52B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new IRM positions and 32 closed out — a net gain of 16 holders — while 120 added to existing stakes and 132 trimmed.
The largest buyer was Capital International Investors, adding an estimated $63.9M. The largest seller was Highfields Capital Management, exiting entirely with an estimated $28.9M sold.
- 350 institutional investors held Iron Mountain (IRM) as of Q1 2016, up from 336 in Q4 2015.
- Funds reported $6.86B of Iron Mountain stock for Q1 2016, up 24% quarter-over-quarter.
- 48 funds opened new Iron Mountain positions in Q1 2016 and 32 closed out, a net change of +16 holders.
- The largest Iron Mountain buyer in Q1 2016 was Capital International Investors, an estimated $63.9M added.
- The largest Iron Mountain seller in Q1 2016 was Highfields Capital Management, an estimated $28.9M sold.
Based on aggregated 13F filings for Q1 2016.