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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
Sumitomo Mitsui Trust Group
76
Sumitomo Mitsui Trust Group
Japan
$12.2M -$119K -4,391 -1%
CC
77
Caspian Capital
New York
$11.9M -$5.65M -208,131 -37%
BIM
78
BlackRock Investment Management
Delaware
$11.8M +$856K +31,550 +10%
AAM
79
Advisors Asset Management
Colorado
$11.6M +$5.23M +192,886 +120%
AllianceBernstein
80
AllianceBernstein
Tennessee
$11.5M -$4.23M -155,814 -31%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$11.1M +$88.1K +3,246 +1%
Mitsubishi UFJ Trust & Banking
82
Mitsubishi UFJ Trust & Banking
Japan
$11M +$1.08M +39,666 +13%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$10.8M -$271K -9,983 -3%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10M +$154K +5,679 +2%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$9.36M +$31.9K +1,176 +0.4%
Citadel Advisors
86
Citadel Advisors
Florida
$9.16M -$5.04M -185,909 -40%
CC
87
Crosslink Capital
California
$9.08M -$828K -30,512 -10%
RhumbLine Advisers
88
RhumbLine Advisers
Massachusetts
$9M -$146K -5,386 -2%
Prudential Financial
89
Prudential Financial
New Jersey
$8.94M +$66.3K +2,445 +0.9%
Neuberger Berman Group
90
Neuberger Berman Group
New York
$8.89M +$6.04M +222,715 +457%
B
91
BP
United Kingdom
$8.86M +$7.34M +270,500 New
Adage Capital Partners
92
Adage Capital Partners
Massachusetts
$8.79M -$120K -4,436 -2%
CIS
93
Capital International Sarl
California
$8.79M +$179K +6,600 +3%
MTB
94
Mizuho Trust & Banking
Japan
$7.82M +$985K +36,297 +18%
DCM
95
Driehaus Capital Management
Illinois
$7.63M +$6.32M +232,944 New
Korea Investment Corp
96
Korea Investment Corp
South Korea
$7.33M +$481K +17,745 +9%
HT
97
HAP Trading
New York
$7.3M -$11.2M -413,560 -65%
Principal Financial Group
98
Principal Financial Group
Iowa
$7.03M +$478K +17,634 +9%
HCM
99
Highbridge Capital Management
New York
$7.02M +$5.81M +214,336 New
IGIM
100
I.G. Investment Management
Manitoba, Canada
$7M +$99.9K +3,681 +2%

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.