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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
FAF
176
Fjarde Ap-fonden
Sweden
$1.52M
RCM
177
Riverhead Capital Management
Delaware
$1.51M +$231K +8,529 +23%
CA
178
Commerzbank Aktiengesellschaft
Germany
$1.48M -$205K -7,545 -14%
ST
179
Spot Trading
Illinois
$1.4M -$3.17M -116,899 -73%
AQR Capital Management
180
AQR Capital Management
Connecticut
$1.39M -$2.16M -79,743 -65%
SCM
181
Stevens Capital Management
Pennsylvania
$1.38M -$1.77M -65,327 -61%
Public Employees Retirement Association of Colorado
182
Public Employees Retirement Association of Colorado
Colorado
$1.37M -$1.06K -39 -0.1%
CCMH
183
Cornerstone Capital Management Holdings
New York
$1.35M -$2.63K -97 -0.2%
ACI
184
AMP Capital Investors
Australia
$1.34M +$92.1K +3,396 +9%
CCM
185
Cadence Capital Management
Massachusetts
$1.31M -$110K -4,042 -9%
Royal London Asset Management
186
Royal London Asset Management
United Kingdom
$1.31M -$4.21K -155 -0.4%
UCFA
187
United Capital Financial Advisors
Texas
$1.29M +$191K +7,032 +22%
AAMU
188
Amundi Asset Management US
Massachusetts
$1.25M +$1.04M +38,209 New
CTA
189
Chesley Taft & Associates
Illinois
$1.19M +$11K +406 +1%
PI
190
Placemark Investments
Illinois
$1.16M +$230K +8,468 +31%
KeyBank National Association
191
KeyBank National Association
Ohio
$1.16M +$960K +35,369 New
Mitsubishi UFJ Asset Management
192
Mitsubishi UFJ Asset Management
Japan
$1.13M +$92.1K +3,395 +11%
OPERF
193
Oregon Public Employees Retirement Fund
Oregon
$1.12M +$67.5K +2,489 +8%
COPPSERS
194
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.11M -$40K -1,476 -4%
CCM
195
Corsair Capital Management
New York
$1.06M +$881K +32,460 New
URS
196
Utah Retirement Systems
Utah
$1.05M -$23.5K -866 -3%
BCA
197
Burren Capital Advisors
Gibraltar
$1.03M +$851K +31,378 New
State of Tennessee, Department of Treasury
198
State of Tennessee, Department of Treasury
Tennessee
$1.03M
TRSOTSOK
199
Teachers Retirement System of the State of Kentucky
Kentucky
$1.02M
NG
200
NatWest Group
United Kingdom
$1.02M

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.