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Iron Mountain

518 hedge funds and large institutions have $7.87B invested in Iron Mountain in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 213 increasing their positions, 153 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 153

35% more call options, than puts

Call options by funds: $108M | Put options by funds: $79.9M

0% more capital invested

Capital invested by funds: $7.83B → $7.87B (+$34.6M)

1% less funds holding

Funds holding: 522518 (-4)

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

2.74% less ownership

Funds ownership: 87.24%84.5% (-2.7%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
518
Holders Change
-4
Holders Change %
-0.77%
% of All Funds
11.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
61
Increased
213
Reduced
153
Closed
62
Calls
$108M
Puts
$79.9M
Net Calls
+$28.3M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
101
Bridgecreek Investment Management
Oklahoma
$5.16M +$101K +3,225 +2%
BTS
102
BB&T Securities
Virginia
$5.03M +$1.43M +45,463 +41%
AG
103
Advisor Group
Arizona
$4.92M +$586K +18,651 +14%
WorldQuant Millennium Advisors
104
WorldQuant Millennium Advisors
New York
$4.92M -$207K -6,589 -4%
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$4.79M +$1.14M +36,168 +32%
AG
106
Aperio Group
California
$4.72M +$935K +29,775 +26%
HR
107
Howe & Rusling
New York
$4.5M -$166K -5,295 -4%
GHAM
108
Gilman Hill Asset Management
Connecticut
$4.43M -$65K -2,070 -1%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$4.42M +$47.2K +1,504 +1%
AIG
110
American International Group
New York
$4.39M -$39.4K -1,253 -0.9%
FAF
111
Fjarde Ap-fonden
Sweden
$4.36M -$389K -12,400 -8%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$4.26M +$329K +10,478 +9%
D.E. Shaw & Co
113
D.E. Shaw & Co
New York
$4.08M +$2.26M +71,942 +133%
Retirement Systems of Alabama
114
Retirement Systems of Alabama
Alabama
$4.07M -$664K -21,139 -14%
APG Asset Management
115
APG Asset Management
Netherlands
$3.94M +$4.17M +132,676 New
Janus Henderson Group
116
Janus Henderson Group
United Kingdom
$3.87M -$3.14M -99,884 -46%
AWM
117
AE Wealth Management
Kansas
$3.83M +$348K +11,065 +10%
Royal London Asset Management
118
Royal London Asset Management
United Kingdom
$3.77M -$213K -6,795 -6%
ProShare Advisors
119
ProShare Advisors
Maryland
$3.77M -$72.1K -2,295 -2%
NEI
120
Northwest & Ethical Investments
Ontario, Canada
$3.77M -$120K -3,831 -3%
LTFS
121
Ladenburg Thalmann Financial Services
Florida
$3.73M +$617K +19,633 +21%
JG
122
Jefferies Group
New York
$3.72M +$3.32M +105,783 +1,171%
Loomis, Sayles & Company
123
Loomis, Sayles & Company
Massachusetts
$3.69M +$1.22M +38,695 +51%
ATIA
124
American Trust Investment Advisors
New Hampshire
$3.66M +$23.7K +755 +0.7%
KTA
125
Keeley-Teton Advisors
Illinois
$3.65M -$124K -3,932 -3%

IRM Hedge Fund Activity: Q3 2019 in Review

518 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2019, worth a combined $7.87B — up 0.44% from $7.83B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of IRM and 61 opened new positions — a net loss of 1 holder — while 153 trimmed existing stakes and 213 added.

The largest buyer was Morgan Stanley, adding an estimated $43.9M. The largest seller was Cohen & Steers, exiting entirely with an estimated $204M sold.

  • 518 institutional investors held Iron Mountain (IRM) as of Q3 2019, down from 522 in Q2 2019.
  • Funds reported $7.87B of Iron Mountain stock for Q3 2019, up 0.44% quarter-over-quarter.
  • 61 funds opened new Iron Mountain positions in Q3 2019 and 62 closed out, a net change of -1 holder.
  • The largest Iron Mountain buyer in Q3 2019 was Morgan Stanley, an estimated $43.9M added.
  • The largest Iron Mountain seller in Q3 2019 was Cohen & Steers, an estimated $204M sold.

Based on aggregated 13F filings for Q3 2019.