Iron Mountain
IRM
380 hedge funds and large institutions have $8.2B invested in Iron Mountain in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 143 increasing their positions, 117 reducing their positions, and 35 closing their positions.
87% more call options, than puts
Call options by funds: $11.6M | Put options by funds: $6.22M
37% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 35
22% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 117
15% more capital invested
Capital invested by funds: $7.14B → $8.2B (+$1.06B)
3.85% more ownership
Funds ownership: 83.48% → 87.33% (+3.8%)
1% more funds holding
Funds holding: 375 → 380 (+5)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$622M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$227M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$37.8M |
| 4 |
JP Morgan Chase
New York
|
+$33.9M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$32.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$66.8M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$38.4M |
| 3 |
SC
Schooner Capital
Vero Beach,
Florida
|
-$15.5M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$12.9M |
| 5 |
Axa
Paris,
France
|
-$11M |
IRM Hedge Fund Activity: Q1 2017 in Review
380 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2017, worth a combined $8.2B — up 15% from $7.14B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new IRM positions and 35 closed out — a net gain of 13 holders — while 143 added to existing stakes and 117 trimmed.
The largest buyer was BlackRock, adding an estimated $622M. The largest seller was Janus Henderson Investors US, cutting an estimated $66.8M.
- 380 institutional investors held Iron Mountain (IRM) as of Q1 2017, up from 375 in Q4 2016.
- Funds reported $8.2B of Iron Mountain stock for Q1 2017, up 15% quarter-over-quarter.
- 48 funds opened new Iron Mountain positions in Q1 2017 and 35 closed out, a net change of +13 holders.
- The largest Iron Mountain buyer in Q1 2017 was BlackRock, an estimated $622M added.
- The largest Iron Mountain seller in Q1 2017 was Janus Henderson Investors US, an estimated $66.8M sold.
Based on aggregated 13F filings for Q1 2017.