We are live on ! Find out more
IRM icon

Iron Mountain
IRM

502 hedge funds and large institutions have $8.8B invested in Iron Mountain in 2018 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 184 increasing their positions, 155 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 38

19% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 155

4% more funds holding

Funds holding: 484 → 502 (+18)

1.6% more ownership

Funds ownership: 87.51% → 89.11% (+1.6%)

3% more capital invested

Capital invested by funds: $8.57B → $8.8B (+$232M)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

49% less call options, than puts

Call options by funds: $25.6M | Put options by funds: $50.5M

Holders
502
Holders Change
+18
Holders Change %
+3.72%
% of All Funds
11.48%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
62
Increased
184
Reduced
155
Closed
38
Calls
$25.6M
Puts
$50.5M
Net Calls
-$24.9M
Net Calls Change
+$29M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$69.1M
2
Capital World Investors
Capital World Investors
California
+$64.3M
3
Morgan Stanley
Morgan Stanley
New York
+$50.5M
4
Ameriprise
Ameriprise
Minnesota
+$37.6M
5
Cohen & Steers
Cohen & Steers
New York
+$27.6M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$71.3M
2
JP Morgan Chase
JP Morgan Chase
New York
-$53.3M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$40.4M
4
Norges Bank
Norges Bank
Norway
-$20.7M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$20M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
526
Piedmont Investment Advisors
North Carolina
– -$115K -3,299 Closed
JFA
527
JNBA Financial Advisors
Minnesota
– -$90K -2,573 Closed
CF
528
Centaurus Financial
California
– -$34K -969 Closed
AWA
529
Acorn Wealth Advisors
Michigan
– -$25K -705 Closed
MGIA
530
Moneta Group Investment Advisors
Missouri
– -$19K -554 Closed
IWP
531
Icon Wealth Partners
Texas
– -$18K -509 Closed
PW
532
Price Wealth
Texas
– -$12K -346 Closed
LC
533
Landaas & Company
Wisconsin
– -$7K -200 Closed
BC
534
Bartlett & Co
Ohio
– -$7K -188 Closed
BCWM
535
Bartlett & Co Wealth Management
Ohio
– -$6.58K -188 Closed
FIM
536
Foresters Investment Management
New York
– -$3K -90 Closed
GFP
537
Gryphon Financial Partners
Ohio
– -$3K -78 Closed
RFC
538
Regions Financial Corp
Alabama
– -$2K -55 Closed
PG
539
Patten Group
Tennessee
– -$2K -53 Closed
18 19 20 21
22

IRM Hedge Fund Activity: Q3 2018 in Review

502 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2018, worth a combined $8.8B — up 2.7% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IRM positions and 38 closed out — a net gain of 24 holders — while 184 added to existing stakes and 155 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $69.1M. The largest seller was Capital International Investors, cutting an estimated $71.3M.

  • 502 institutional investors held Iron Mountain (IRM) as of Q3 2018, up from 484 in Q2 2018.
  • Funds reported $8.8B of Iron Mountain stock for Q3 2018, up 2.7% quarter-over-quarter.
  • 62 funds opened new Iron Mountain positions in Q3 2018 and 38 closed out, a net change of +24 holders.
  • The largest Iron Mountain buyer in Q3 2018 was Goldman Sachs, an estimated $69.1M added.
  • The largest Iron Mountain seller in Q3 2018 was Capital International Investors, an estimated $71.3M sold.

Based on aggregated 13F filings for Q3 2018.