We are live on ! Find out more
IRM icon

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
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$3.7M -$136K -5,010 -4%
ARTA
127
A.R.T. Advisors
New York
$3.67M +$3.04M +112,109 New
BCIM
128
British Columbia Investment Management
British Columbia, Canada
$3.64M +$108K +3,990 +4%
PPA
129
Parametric Portfolio Associates
Washington
$3.61M +$46.7K +1,723 +2%
Credit Agricole
130
Credit Agricole
France
$3.56M +$1.89M +69,846 +180%
Capital Fund Management (CFM)
131
Capital Fund Management (CFM)
France
$3.56M +$2.63M +97,081 +840%
PWPCM
132
Perella Weinberg Partners Capital Management
New York
$3.54M +$2.94M +108,200 New
EA
133
Euclid Advisors
Connecticut
$3.5M -$843K -31,086 -23%
PSUF
134
People's United Financial
Connecticut
$3.48M +$1.69M +62,349 +142%
SG Americas Securities
135
SG Americas Securities
New York
$3.35M -$1.21M -44,725 -30%
Caisse de Depot et Placement du Quebec (CDPQ)
136
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.31M -$129K -4,761 -4%
HSBC Holdings
137
HSBC Holdings
United Kingdom
$3.26M -$16.7K -616 -0.6%
TG
138
TCW Group
California
$3.04M +$26.4K +974 +1%
GI
139
Gradient Investments
Minnesota
$2.94M +$323K +11,889 +15%
HighTower Advisors
140
HighTower Advisors
Illinois
$2.91M +$2.09M +77,006 +656%
CNB
141
City National Bank
California
$2.86M +$1.14M +42,136 +93%
BTS
142
BB&T Securities
Virginia
$2.85M -$263K -9,710 -53%
AIG
143
American International Group
New York
$2.8M +$337K +12,406 +17%
GXMC
144
Global X Management Company
New York
$2.77M +$736K +27,143 +47%
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$2.69M +$356K +13,127 +19%
PC
146
Passport Capital
California
$2.66M +$2.2M +81,150 New
TD Asset Management
147
TD Asset Management
Ontario, Canada
$2.57M -$14.7K -541 -0.7%
TPSF
148
Texas Permanent School Fund
Texas
$2.52M -$105K -3,868 -5%
Aviva
149
Aviva
United Kingdom
$2.5M -$1.49K -55 -0.1%
SOMRS
150
State of Michigan Retirement System
Michigan
$2.48M +$11.7K +433 +0.6%

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.