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Iron Mountain
IRM

518 hedge funds and large institutions have $7.87B invested in Iron Mountain in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 213 increasing their positions, 153 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 153

35% more call options, than puts

Call options by funds: $108M | Put options by funds: $79.9M

0% more capital invested

Capital invested by funds: $7.83B → $7.87B (+$34.6M)

1% less funds holding

Funds holding: 522 → 518 (-4)

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

2.74% less ownership

Funds ownership: 87.24% → 84.5% (-2.7%)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
518
Holders Change
-4
Holders Change %
-0.77%
% of All Funds
11.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
61
Increased
213
Reduced
153
Closed
62
Calls
$108M
Puts
$79.9M
Net Calls
+$28.3M
Net Calls Change
+$48.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$43.9M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$40.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$27.8M
4
Goldman Sachs
Goldman Sachs
New York
+$24.5M
5
Invesco
Invesco
Georgia
+$24.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$204M
2
Capital International Investors
Capital International Investors
California
-$141M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$43.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$31M
5
N
Natixis
France
-$26.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
501
Valeo Financial Advisors
Indiana
$1K -$31.9K -1,017 -96%
BAM
502
Barrett Asset Management
New York
$1K – – –
GI
503
Gradient Investments
Minnesota
$1K – – –
LWM
504
Liberty Wealth Management
California
$1K – – –
SCA
505
Stonebridge Capital Advisors
Minnesota
$1K – – –
Fidelity International
506
Fidelity International
Bermuda
$1K +$63 +2 +6%
BL
507
Balentine LLC
Georgia
$1K +$503 +16 New
FPFS
508
First Personal Financial Services
North Carolina
$1K +$628 +20 New
GWAG
509
Garrett Wealth Advisory Group
Texas
$518 +$503 +16 New
ED
510
Exane Derivatives
France
$389 – – –
GT
511
Glenmede Trust
Pennsylvania
$148 +$5.91K +188 +4%
Cohen & Steers
512
Cohen & Steers
New York
– -$204M -6,518,367 Closed
SCM
513
Symons Capital Management
Pennsylvania
– -$4.85M -154,982 Closed
OAM
514
Orinda Asset Management
California
– -$4.32M -138,042 Closed
WB
515
Wilks Brothers
Texas
– -$3.43M -109,650 Closed
SCM
516
Shelton Capital Management
Colorado
– -$3.32M -105,969 Closed
OA
517
Oxbow Advisors
Texas
– -$2.08M -66,305 Closed
HCMT
518
Highland Capital Management (Tennessee)
Tennessee
– -$1.77M -56,560 Closed
State of Wisconsin Investment Board
519
State of Wisconsin Investment Board
Wisconsin
– -$1.54M -49,096 Closed
MSV
520
MN Services Vermogensbeheer
Netherlands
– -$1.45M -46,168 Closed
EP
521
Edgestream Partners
New Jersey
– -$1.42M -45,275 Closed
Nomura Holdings
522
Nomura Holdings
Japan
– -$1.28M -41,534 Closed
CI
523
Capital International
California
– -$1.05M -33,714 Closed
CBOA
524
Commonwealth Bank of Australia
Australia
– -$1.02M -32,623 Closed
DekaBank Deutsche Girozentrale
525
DekaBank Deutsche Girozentrale
Germany
– -$980K -30,639 Closed
19 20
21
22 23

IRM Hedge Fund Activity: Q3 2019 in Review

518 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2019, worth a combined $7.87B — up 0.44% from $7.83B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of IRM and 61 opened new positions — a net loss of 1 holder — while 153 trimmed existing stakes and 213 added.

The largest buyer was Morgan Stanley, adding an estimated $43.9M. The largest seller was Cohen & Steers, exiting entirely with an estimated $204M sold.

  • 518 institutional investors held Iron Mountain (IRM) as of Q3 2019, down from 522 in Q2 2019.
  • Funds reported $7.87B of Iron Mountain stock for Q3 2019, up 0.44% quarter-over-quarter.
  • 61 funds opened new Iron Mountain positions in Q3 2019 and 62 closed out, a net change of -1 holder.
  • The largest Iron Mountain buyer in Q3 2019 was Morgan Stanley, an estimated $43.9M added.
  • The largest Iron Mountain seller in Q3 2019 was Cohen & Steers, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2019.