Iron Mountain
386 hedge funds and large institutions have $8.59B invested in Iron Mountain in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 198 increasing their positions, 65 reducing their positions, and 28 closing their positions.
205% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 65
143% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 28
25% more capital invested
Capital invested by funds: $6.86B → $8.59B (+$1.72B)
10% more funds holding
Funds holding: 350 → 386 (+36)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
14.47% less ownership
Funds ownership: 96.6% → 82.13% (-14%)
40% less call options, than puts
Call options by funds: $11.8M | Put options by funds: $19.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$237M |
| 2 |
Goldman Sachs
New York
|
+$74.9M |
| 3 |
State Street
Boston,
Massachusetts
|
+$65M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$60.6M |
| 5 |
Morgan Stanley
New York
|
+$58.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$435M |
| 2 |
SC
Schooner Capital
Vero Beach,
Florida
|
-$69.2M |
| 3 |
Millennium Management
New York
|
-$25.3M |
| 4 |
RIM
RS Investment Management
San Francisco,
California
|
-$25.1M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$24.7M |
IRM Hedge Fund Activity: Q2 2016 in Review
386 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2016, worth a combined $8.59B — up 25% from $6.86B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new IRM positions and 28 closed out — a net gain of 40 holders — while 198 added to existing stakes and 65 trimmed.
The largest buyer was Vanguard Group, adding an estimated $237M. The largest seller was T. Rowe Price Associates, cutting an estimated $435M.
- 386 institutional investors held Iron Mountain (IRM) as of Q2 2016, up from 350 in Q1 2016.
- Funds reported $8.59B of Iron Mountain stock for Q2 2016, up 25% quarter-over-quarter.
- 68 funds opened new Iron Mountain positions in Q2 2016 and 28 closed out, a net change of +40 holders.
- The largest Iron Mountain buyer in Q2 2016 was Vanguard Group, an estimated $237M added.
- The largest Iron Mountain seller in Q2 2016 was T. Rowe Price Associates, an estimated $435M sold.
Based on aggregated 13F filings for Q2 2016.