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Iron Mountain

338 hedge funds and large institutions have $4.79B invested in Iron Mountain in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 123 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

403% more call options, than puts

Call options by funds: $217M | Put options by funds: $43.2M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

2.34% more ownership

Funds ownership: 97.86%100.2% (+2.3%)

8% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 38

2% more capital invested

Capital invested by funds: $4.68B → $4.79B (+$101M)

0% more funds holding

Funds holding: 337338 (+1)

0% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 123

Holders
338
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
10.96%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
41
Increased
123
Reduced
123
Closed
38
Calls
$217M
Puts
$43.2M
Net Calls
+$174M
Net Calls Change
-$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
51
BB&T Securities
Virginia
$15.3M +$243K +9,555 +18%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$15.2M +$969K +38,162 +7%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$14.5M +$522K +20,563 +4%
William Blair & Company
54
William Blair & Company
Illinois
$14.4M +$621K +24,450 +4%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$14.2M -$9.7M -381,815 -40%
T
56
TOBAM
France
$13.7M +$10.7M +420,164 +331%
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.6M +$2.92M +114,815 +27%
CBOA
58
Commonwealth Bank of Australia
Australia
$13.5M -$2.01M -79,010 -13%
GC
59
Guggenheim Capital
Illinois
$13.1M +$3.03M +119,381 +29%
BPCM
60
Beach Point Capital Management
California
$12.9M +$13.2M +517,756 New
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$12.5M +$12.7M +499,081 New
UBS AM
62
UBS AM
Illinois
$12.3M +$439K +17,292 +4%
Charles Schwab
63
Charles Schwab
California
$11.9M +$2.28M +89,757 +23%
RFS
64
Rockefeller Financial Services
New York
$11.5M +$304K +11,954 +3%
Los Angeles Capital Management
65
Los Angeles Capital Management
California
$10.9M -$4.31M -169,697 -28%
SCM
66
Snyder Capital Management
California
$10.9M -$2.79M -109,925 -20%
Ameriprise
67
Ameriprise
Minnesota
$10.3M -$389K -15,326 -4%
Sumitomo Mitsui Trust Group
68
Sumitomo Mitsui Trust Group
Japan
$10.3M -$20.5K -808 -0.2%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$10.3M +$2.97M +116,953 +40%
CI
70
Capital International
California
$10.2M +$2.96M +116,462 +40%
MAA
71
Managed Account Advisors
New Jersey
$9.92M -$2.75M -108,438 -21%
Citigroup
72
Citigroup
New York
$9.65M +$4.58M +180,142 +87%
RJA
73
Raymond James & Associates
Florida
$9.43M +$563K +22,166 +6%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$9.15M -$173K -6,812 -2%
Dimensional Fund Advisors
75
Dimensional Fund Advisors
Texas
$8.94M +$192K +7,574 +2%

IRM Hedge Fund Activity: Q3 2013 in Review

338 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2013, worth a combined $4.79B — up 2.2% from $4.68B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IRM positions and 38 closed out — a net gain of 3 holders — while 123 added to existing stakes and 123 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $143M. The largest seller was Capital World Investors, cutting an estimated $115M.

  • 338 institutional investors held Iron Mountain (IRM) as of Q3 2013, up from 337 in Q2 2013.
  • Funds reported $4.79B of Iron Mountain stock for Q3 2013, up 2.2% quarter-over-quarter.
  • 41 funds opened new Iron Mountain positions in Q3 2013 and 38 closed out, a net change of +3 holders.
  • The largest Iron Mountain buyer in Q3 2013 was T. Rowe Price Associates, an estimated $143M added.
  • The largest Iron Mountain seller in Q3 2013 was Capital World Investors, an estimated $115M sold.

Based on aggregated 13F filings for Q3 2013.