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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
FIM
151
Fernwood Investment Management
Massachusetts
$2.46M -$72.2K -2,662 -3%
VAM
152
Visionary Asset Management
Texas
$2.43M +$574K +21,153 +40%
OA
153
Oxbow Advisors
Texas
$2.42M
CL
154
CSS LLC
Illinois
$2.42M +$873K +32,174 +77%
Public Sector Pension Investment Board (PSP Investments)
155
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.26M +$42K +1,547 +2%
MAA
156
Managed Account Advisors
New Jersey
$2.23M +$314K +11,590 +21%
Asset Management One
157
Asset Management One
Japan
$2.21M +$540K +19,909 +41%
BCM
158
Bluefin Capital Management
New York
$2.2M +$1.86M +68,392 New
TSU
159
TD Securities (USA)
New York
$2.12M +$111K +4,103 +7%
AAM
160
Aberdeen Asset Management
United Kingdom
$1.89M +$1.09M +40,221 +232%
LMGAM
161
Liberty Mutual Group Asset Management
Massachusetts
$1.85M +$70.5K +2,600 +5%
ERSOT
162
Employees Retirement System of Texas
Texas
$1.75M +$919K +33,867 +172%
ASRS
163
Arizona State Retirement System
Arizona
$1.73M +$20.6K +758 +1%
Comerica Bank
164
Comerica Bank
Texas
$1.66M -$402K -14,825 -23%
USAA
165
United Services Automobile Association
Texas
$1.65M +$4.18K +154 +0.3%
DADC
166
D.A. Davidson & Co
Montana
$1.64M +$98.4K +3,628 +8%
MSA
167
Mason Street Advisors
Wisconsin
$1.61M -$12.7K -467 -0.9%
HIMCH
168
Hartford Investment Management Co (HIMCO)
Connecticut
$1.6M +$3.88K +143 +0.3%
GIBU
169
Gulf International Bank (UK)
United Kingdom
$1.57M +$147K +5,410 +13%
SIS
170
Sandell Investment Services
New York
$1.57M +$1.3M +48,019 New
SB
171
Suntrust Banks
Georgia
$1.56M -$232K -8,569 -15%
EIM
172
ExxonMobil Investment Management
Texas
$1.54M -$34.4K -1,267 -3%
IRF
173
IBM Retirement Fund
New York
$1.54M -$5.89K -217 -0.5%
OCM
174
Orleans Capital Management
Louisiana
$1.54M
BNP Paribas Financial Markets
175
BNP Paribas Financial Markets
France
$1.52M -$509K -18,747 -29%

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.