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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
NFA
51
Nationwide Fund Advisors
Ohio
$21.6M +$753K +27,755 +4%
JP Morgan Chase
52
JP Morgan Chase
New York
$20.1M +$2.04M +75,021 +14%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$19.2M -$665K -24,502 -4%
UBS AM
54
UBS AM
Illinois
$19.1M +$823K +30,333 +5%
PAM
55
Panagora Asset Management
Massachusetts
$18.7M -$1.77M -65,074 -10%
William Blair & Company
56
William Blair & Company
Illinois
$18.2M -$429K -15,814 -3%
Charles Schwab
57
Charles Schwab
California
$18M +$437K +16,105 +3%
Ameriprise
58
Ameriprise
Minnesota
$17.7M -$123K -4,551 -0.8%
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.1M -$1.39M -51,343 -9%
AA
60
ALPS Advisors
Colorado
$16.7M +$1.94M +71,475 +16%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$16.6M -$5.53M -203,965 -29%
RFS
62
Rockefeller Financial Services
New York
$15.5M +$95.8K +3,530 +0.8%
Millennium Management
63
Millennium Management
New York
$14.2M -$15.1M -555,108 -56%
CI
64
Capital International
California
$14M
CBOA
65
Commonwealth Bank of Australia
Australia
$13.9M -$3.58M -131,862 -24%
BNP Paribas Asset Management
66
BNP Paribas Asset Management
France
$13.5M +$1.51M +55,477 +16%
1832 Asset Management
67
1832 Asset Management
Ontario, Canada
$13.3M +$11M +405,425 New
Citigroup
68
Citigroup
New York
$13.1M +$5.74M +211,544 +113%
MHIC
69
Marble Harbor Investment Counsel
Massachusetts
$13M +$978K +36,038 +10%
Wells Fargo
70
Wells Fargo
California
$12.8M +$642K +23,673 +6%
APG Asset Management
71
APG Asset Management
Netherlands
$12.7M +$1.92M +70,589 +22%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$12.5M -$697K -25,708 -6%
SCM
73
Snyder Capital Management
California
$12.3M +$19.9K +735 +0.2%
KAM
74
Keeley Asset Management
Illinois
$12.2M -$109K -4,006 -1%
BlackRock
75
BlackRock
New York
$12.2M +$609K +22,441 +6%

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.