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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
Nomura Holdings
176
Nomura Holdings
Japan
$1.09M -$497K -19,578 -31%
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$1.09M -$21.8K -858 -2%
Royal London Asset Management
178
Royal London Asset Management
United Kingdom
$1.09M
VAM
179
Visium Asset Management
New York
$1.08M +$1.1M +43,464 New
PWPCM
180
Perella Weinberg Partners Capital Management
New York
$1.08M -$1.04M -40,880 -49%
Credit Agricole
181
Credit Agricole
France
$1.08M +$1.09M +43,096 New
DADC
182
D.A. Davidson & Co
Montana
$1.06M +$170K +6,683 +19%
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$1.04M -$234K -9,212 -18%
PP
184
PDT Partners
New York
$1.03M -$1.26M -49,458 -54%
ERSOT
185
Employees Retirement System of Texas
Texas
$1M +$353K +13,882 +53%
Two Sigma Advisers
186
Two Sigma Advisers
New York
$954K -$3.08M -121,426 -76%
LBG
187
Lloyds Banking Group
United Kingdom
$946K +$199K +7,843 +26%
SAM
188
Shell Asset Management
Netherlands
$944K -$179K -7,052 -16%
COPPSERS
189
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$939K -$630K -24,809 -40%
Mitsubishi UFJ Asset Management
190
Mitsubishi UFJ Asset Management
Japan
$929K +$59.6K +2,347 +7%
Mackenzie Financial
191
Mackenzie Financial
Ontario, Canada
$907K +$34.1K +1,343 +4%
TH
192
Timber Hill
Connecticut
$878K -$884K -34,822 -50%
CTA
193
Chesley Taft & Associates
Illinois
$876K +$15.8K +622 +2%
SCM
194
Sterling Capital Management
North Carolina
$866K +$103K +4,056 +13%
State of Tennessee, Department of Treasury
195
State of Tennessee, Department of Treasury
Tennessee
$836K +$850K +33,466 New
PGA
196
Portland Global Advisors
Maine
$834K
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$829K -$149K -5,847 -15%
WAM
198
World Asset Management
Michigan
$828K -$78.4K -3,087 -9%
URS
199
Utah Retirement Systems
Utah
$818K -$8.26K -325 -1%
PMAM
200
Picton Mahoney Asset Management
Ontario, Canada
$811K +$824K +32,460 New

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.