Iron Mountain
IRM
347 hedge funds and large institutions have $7.18B invested in Iron Mountain in 2015 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 108 increasing their positions, 131 reducing their positions, and 41 closing their positions.
164% more call options, than puts
Call options by funds: $20.2M | Put options by funds: $7.63M
34% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 41
2% more funds holding
Funds holding: 339 → 347 (+8)
1.93% more ownership
Funds ownership: 91.78% → 93.7% (+1.9%)
3% less capital invested
Capital invested by funds: $7.43B → $7.18B (-$251M)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
18% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 131
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
+$141M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$136M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$69.2M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$44.9M |
| 5 |
Goldman Sachs
New York
|
+$34.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$105M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$57.8M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$52.8M |
| 4 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
-$45.2M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$35.6M |
IRM Hedge Fund Activity: Q1 2015 in Review
347 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2015, worth a combined $7.18B — down 3.4% from $7.43B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new IRM positions and 41 closed out — a net gain of 14 holders — while 108 added to existing stakes and 131 trimmed.
The largest buyer was Epoch Investment Partners, opening a new position worth an estimated $141M. The largest seller was Capital World Investors, cutting an estimated $105M.
- 347 institutional investors held Iron Mountain (IRM) as of Q1 2015, up from 339 in Q4 2014.
- Funds reported $7.18B of Iron Mountain stock for Q1 2015, down 3.4% quarter-over-quarter.
- 55 funds opened new Iron Mountain positions in Q1 2015 and 41 closed out, a net change of +14 holders.
- The largest Iron Mountain buyer in Q1 2015 was Epoch Investment Partners, an estimated $141M added.
- The largest Iron Mountain seller in Q1 2015 was Capital World Investors, an estimated $105M sold.
Based on aggregated 13F filings for Q1 2015.