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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
SAM
101
Sandell Asset Management
New York
$5.86M -$269K -10,598 -4%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$5.77M -$2.08M -82,070 -26%
KAM
103
Keeley Asset Management
Illinois
$5.31M -$2.58M -101,698 -32%
MTB
104
Mizuho Trust & Banking
Japan
$5.09M
SM
105
Selkirk Management
New Jersey
$4.81M
Principal Financial Group
106
Principal Financial Group
Iowa
$4.78M -$33.8M -1,331,600 -87%
HT
107
HAP Trading
New York
$4.74M +$4.09M +160,982 +556%
CII
108
Capital International Inc
California
$4.64M -$2.47M -97,310 -34%
Millennium Management
109
Millennium Management
New York
$4.49M -$1.91M -75,245 -30%
BJ
110
BlackRock Japan
Japan
$4.47M -$1.7K -67 -0%
U
111
UBS
Switzerland
$4.41M +$3.46M +136,324 +339%
Swiss National Bank
112
Swiss National Bank
Switzerland
$4.18M +$82.4K +3,246 +2%
TA
113
Teachers Advisors
New York
$4.16M +$161K +6,357 +4%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$3.72M -$140K -5,500 -4%
AAM
115
Aston Asset Management
Illinois
$3.66M +$15.6K +613 +0.4%
WCM
116
Wallace Capital Management
Texas
$3.64M +$103K +4,063 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
117
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.59M -$448K -17,637 -11%
APG Asset Management
118
APG Asset Management
Netherlands
$3.54M -$1.58M -62,295 -31%
TAM
119
Tealwood Asset Management
Minnesota
$3.27M +$152K +5,989 +5%
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$3.21M +$122K +4,819 +4%
HSS
121
Harrison Street Securities
Illinois
$3.2M -$355K -13,990 -10%
Capital Fund Management (CFM)
122
Capital Fund Management (CFM)
France
$3.15M +$1.15M +45,468 +56%
Two Sigma Investments
123
Two Sigma Investments
New York
$3.04M -$14.5M -572,143 -82%
BCIM
124
British Columbia Investment Management
British Columbia, Canada
$3.04M -$126K -4,965 -4%
MLICM
125
Metropolitan Life Insurance Company (MetLife)
New York
$3.04M +$14.5K +569 +0.5%

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.