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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
AIG
151
American International Group
New York
$1.81M +$85.7K +3,373 +5%
CA
152
Commerzbank Aktiengesellschaft
Germany
$1.79M -$255K -10,026 -12%
Aviva
153
Aviva
United Kingdom
$1.75M +$328K +12,918 +23%
PRC
154
Platte River Capital
Colorado
$1.72M -$195K -7,682 -10%
NEI
155
Northwest & Ethical Investments
Ontario, Canada
$1.65M +$357K +14,055 +27%
CNB
156
City National Bank
California
$1.58M -$209K -8,246 -12%
TSU
157
TD Securities (USA)
New York
$1.57M +$28.2K +1,109 +2%
OCM
158
Orleans Capital Management
Louisiana
$1.53M +$300K +11,809 +24%
Public Sector Pension Investment Board (PSP Investments)
159
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.53M -$11K -433 -0.7%
HI
160
HBK Investments
Texas
$1.4M -$2.98M -117,289 -68%
CCM
161
Cadence Capital Management
Massachusetts
$1.4M +$1.42M +56,081 New
GI
162
Gradient Investments
Minnesota
$1.4M +$1.42M +55,944 New
MSA
163
Mason Street Advisors
Wisconsin
$1.36M -$421K -16,576 -23%
ASRS
164
Arizona State Retirement System
Arizona
$1.36M +$2.74K +108 +0.2%
SB
165
Suntrust Banks
Georgia
$1.32M +$3.53K +139 +0.3%
Asset Management One
166
Asset Management One
Japan
$1.32M +$54K +2,126 +4%
HIMCH
167
Hartford Investment Management Co (HIMCO)
Connecticut
$1.32M -$19.4K -765 -1%
PG
168
PEAK6 Group
Illinois
$1.28M +$2.59M +102,136 New
EIM
169
ExxonMobil Investment Management
Texas
$1.22M -$38.6K -1,519 -3%
USAA
170
United Services Automobile Association
Texas
$1.21M
CCMH
171
Cornerstone Capital Management Holdings
New York
$1.13M +$7.47K +294 +0.7%
FAF
172
Fjarde Ap-fonden
Sweden
$1.11M
CI
173
Cowen Inc
New York
$1.11M -$1.36M -53,618 -55%
OTPPB
174
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.1M -$39.7K -1,563 -3%
NG
175
NatWest Group
United Kingdom
$1.1M -$662K -26,080 -37%

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.