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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
LOM
126
Loeb Offshore Management
New York
$2.92M +$2.97M +117,070 New
Korea Investment Corp
127
Korea Investment Corp
South Korea
$2.9M +$572K +22,506 +24%
Retirement Systems of Alabama
128
Retirement Systems of Alabama
Alabama
$2.73M +$64.6K +2,542 +2%
ISL
129
Ingalls & Snyder LLC
New York
$2.71M +$27.7K +1,090 +1%
EA
130
Euclid Advisors
Connecticut
$2.59M +$569K +22,385 +28%
AQR Capital Management
131
AQR Capital Management
Connecticut
$2.58M +$1.25M +49,101 +91%
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$2.54M -$1.48M -58,177 -36%
JG
133
Jefferies Group
New York
$2.49M -$2.91M -114,429 -53%
Canada Life
134
Canada Life
Manitoba, Canada
$2.43M +$1.99M +78,203 +410%
Comerica Bank
135
Comerica Bank
Texas
$2.3M -$686K -27,027 -23%
TPSF
136
Texas Permanent School Fund
Texas
$2.29M -$40.4K -1,592 -2%
TG
137
TCW Group
California
$2.27M +$48.1K +1,893 +2%
SONJCPFA
138
State of New Jersey Common Pension Fund A
New Jersey
$2.25M
GIM
139
Groesbeck Investment Management
New Jersey
$2.2M
TD Asset Management
140
TD Asset Management
Ontario, Canada
$2.17M -$102K -4,003 -4%
PPA
141
Parametric Portfolio Associates
Washington
$2.12M -$196K -7,709 -8%
LTFS
142
Ladenburg Thalmann Financial Services
Florida
$2.02M +$1.53M +60,209 +293%
MWNA
143
Marshall Wace North America
New York
$1.92M -$516K -20,310 -21%
IRF
144
IBM Retirement Fund
New York
$1.91M -$267K -10,521 -12%
AC
145
Andromeda Capital
New York
$1.9M +$1.93M +75,874 New
SCA
146
SAC Capital Advisors
Connecticut
$1.88M -$168K -6,600 -8%
EAM
147
EULAV Asset Management
Florida
$1.87M
SOMRS
148
State of Michigan Retirement System
Michigan
$1.87M +$27.5K +1,082 +1%
OA
149
Oxbow Advisors
Texas
$1.86M +$786K +30,933 +71%
HCM
150
Highbridge Capital Management
New York
$1.83M -$15M -589,317 -89%

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.