Iron Mountain
336 hedge funds and large institutions have $5.52B invested in Iron Mountain in 2015 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 110 reducing their positions, and 31 closing their positions.
242% more call options, than puts
Call options by funds: $58.9M | Put options by funds: $17.2M
58% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 31
17% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 110
4% more funds holding
Funds holding: 322 → 336 (+14)
0.65% less ownership
Funds ownership: 97.56% → 96.9% (-0.65%)
13% less capital invested
Capital invested by funds: $6.35B → $5.52B (-$831M)
42% less funds holding in top 10
Funds holding in top 10: 12 → 7 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$51.3M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$46.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$44.4M |
| 4 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
+$25.9M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$149M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$38.1M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$29.4M |
| 4 |
OCAM
Owl Creek Asset Management
New York
|
-$28M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$20.9M |
IRM Hedge Fund Activity: Q4 2015 in Review
336 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q4 2015, worth a combined $5.52B — down 13% from $6.35B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new IRM positions and 31 closed out — a net gain of 18 holders — while 129 added to existing stakes and 110 trimmed.
The largest buyer was Allianz Asset Management, opening a new position worth an estimated $51.3M. The largest seller was Highfields Capital Management, cutting an estimated $149M.
- 336 institutional investors held Iron Mountain (IRM) as of Q4 2015, up from 322 in Q3 2015.
- Funds reported $5.52B of Iron Mountain stock for Q4 2015, down 13% quarter-over-quarter.
- 49 funds opened new Iron Mountain positions in Q4 2015 and 31 closed out, a net change of +18 holders.
- The largest Iron Mountain buyer in Q4 2015 was Allianz Asset Management, an estimated $51.3M added.
- The largest Iron Mountain seller in Q4 2015 was Highfields Capital Management, an estimated $149M sold.
Based on aggregated 13F filings for Q4 2015.