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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
Group One Trading
101
Group One Trading
Illinois
$6.61M +$614K +22,622 +13%
SAM
102
Sandell Asset Management
New York
$6.29M -$7.23M -266,513 -58%
TA
103
Teachers Advisors
New York
$5.98M +$130K +4,784 +3%
BJ
104
BlackRock Japan
Japan
$5.83M +$109K +4,022 +2%
Swiss National Bank
105
Swiss National Bank
Switzerland
$5.62M +$564K +20,774 +14%
AAM
106
Aston Asset Management
Illinois
$5.55M -$67.4K -2,486 -1%
Canada Life
107
Canada Life
Manitoba, Canada
$5.21M -$32.7K -1,207 -0.8%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$5.21M -$342K -12,608 -7%
VAM
109
Visium Asset Management
New York
$5.17M +$481K +17,733 +13%
U
110
UBS
Switzerland
$5.17M +$1.15M +42,481 +37%
CII
111
Capital International Inc
California
$5.15M -$255K -9,413 -6%
BHMP
112
Bardin Hill Management Partners
New York
$5.11M +$4.23M +155,808 New
B
113
Barings
North Carolina
$5.07M +$4.2M +154,632 New
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$5.05M +$262K +9,665 +7%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$4.94M +$1.51M +55,529 +58%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$4.88M +$35.5K +1,307 +0.9%
SMDAM
117
Sumitomo Mitsui DS Asset Management
Japan
$4.82M +$3.55M +130,739 +802%
PCM
118
Pentwater Capital Management
Florida
$4.76M +$1.01M +37,056 +34%
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$4.32M +$23.7K +874 +0.7%
NEI
120
Northwest & Ethical Investments
Ontario, Canada
$4.31M +$868K +31,991 +32%
ISL
121
Ingalls & Snyder LLC
New York
$3.9M +$317K +11,683 +11%
PP
122
PDT Partners
New York
$3.86M +$3.19M +117,711 New
PRC
123
Platte River Capital
Colorado
$3.84M -$208K -7,683 -6%
PAAMCP
124
Pacific Alternative Asset Management Company (PAAMCO)
California
$3.78M +$1.41M +52,153 +83%
Retirement Systems of Alabama
125
Retirement Systems of Alabama
Alabama
$3.75M +$95K +3,500 +3%

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.