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Iron Mountain
IRM

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
386
Holders Change
+36
Holders Change %
+10.29%
% of All Funds
10.3%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
68
Increased
198
Reduced
65
Closed
28
Calls
$11.8M
Puts
$19.5M
Net Calls
-$7.77M
Net Calls Change
+$14.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$237M
2
Goldman Sachs
Goldman Sachs
New York
+$74.9M
3
State Street
State Street
Massachusetts
+$65M
4
BIT
BlackRock Institutional Trust
California
+$60.6M
5
Morgan Stanley
Morgan Stanley
New York
+$58.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$435M
2
SC
Schooner Capital
Florida
-$69.2M
3
Millennium Management
Millennium Management
New York
-$25.3M
4
RIM
RS Investment Management
California
-$25.1M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$24.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
151
Thrivent Financial for Lutherans
Minnesota
$2.19M +$706K +19,410 +55%
CIS
152
Capital International Sarl
California
$2.15M +$433K +11,900 +28%
State of Tennessee, Department of Treasury
153
State of Tennessee, Department of Treasury
Tennessee
$2.13M +$886K +24,332 +83%
SEI Investments
154
SEI Investments
Pennsylvania
$2.11M +$570K +15,674 +42%
M&T Bank
155
M&T Bank
New York
$2.07M +$288K +7,919 +18%
SC
156
Scotia Capital
Ontario, Canada
$2.06M +$1.88M +51,662 New
RJFSA
157
Raymond James Financial Services Advisors
Florida
$1.97M -$19.3K -530 -1%
WWM
158
Willingdon Wealth Management
North Carolina
$1.97M +$1.8M +49,406 New
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$1.96M +$651K +17,895 +57%
OPERF
160
Oregon Public Employees Retirement Fund
Oregon
$1.9M +$320K +8,800 +23%
AQR Capital Management
161
AQR Capital Management
Connecticut
$1.89M +$1.03M +28,284 +147%
Public Employees Retirement Association of Colorado
162
Public Employees Retirement Association of Colorado
Colorado
$1.87M +$58.3K +1,601 +4%
Stifel Financial
163
Stifel Financial
Missouri
$1.83M +$1.67M +45,982 New
OCM
164
Orleans Capital Management
Louisiana
$1.82M +$302K +8,304 +22%
BPIM
165
Brant Point Investment Management
New York
$1.81M +$1.66M +45,500 New
Public Sector Pension Investment Board (PSP Investments)
166
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.8M +$520K +14,300 +46%
Natixis Advisors
167
Natixis Advisors
Massachusetts
$1.77M +$282K +7,741 +21%
SG Americas Securities
168
SG Americas Securities
New York
$1.73M +$1.03M +28,368 +187%
SG
169
Societe Generale
$1.73M +$1.58M +43,529 New
AG
170
Aperio Group
California
$1.72M +$286K +7,858 +22%
AB
171
Amalgamated Bank
New York
$1.69M +$714K +19,618 +76%
MOACM
172
Mutual of America Capital Management
New York
$1.62M +$579K +15,906 +64%
TIA
173
Trust Investment Advisors
Indiana
$1.58M +$1.45M +39,775 New
OTPPB
174
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.57M – – –
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$1.57M +$840K +23,073 +141%
5 6
7
8 9

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.