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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
SCA
176
Snowden Capital Advisors
New York
$1.48M +$203K +5,566 +18%
Caisse de Depot et Placement du Quebec (CDPQ)
177
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.43M -$2.51M -69,088 -66%
Citadel Advisors
178
Citadel Advisors
Florida
$1.37M -$4.88M -133,983 -80%
US Bancorp
179
US Bancorp
Minnesota
$1.36M +$54.7K +1,504 +5%
PAM
180
Princeton Alpha Management
New Jersey
$1.35M +$1.23M +33,821 New
RJT
181
Raymond James Trust
Florida
$1.34M +$42.2K +1,159 +4%
IRF
182
IBM Retirement Fund
New York
$1.28M +$350K +9,612 +45%
MSA
183
Mason Street Advisors
Wisconsin
$1.28M +$239K +6,557 +26%
VKH
184
Virtu KCG Holdings
New York
$1.28M +$739K +20,296 +171%
O
185
OppenheimerFunds
New York
$1.25M +$151K +4,137 +15%
LTFS
186
Ladenburg Thalmann Financial Services
Florida
$1.24M -$5.18M -142,312 -82%
PI
187
Putnam Investments
Massachusetts
$1.23M +$57.2K +1,571 +5%
WAM
188
World Asset Management
Michigan
$1.22M +$233K +6,403 +26%
LP
189
LMR Partners
United Kingdom
$1.22M +$1.11M +30,555 New
NG
190
NatWest Group
United Kingdom
$1.22M – – –
Commonwealth Equity Services
191
Commonwealth Equity Services
Massachusetts
$1.21M +$88.8K +2,441 +9%
TYCC
192
Texas Yale Capital Corp
Florida
$1.2M +$169K +4,650 +18%
Voloridge Investment Management
193
Voloridge Investment Management
Florida
$1.19M +$1.09M +29,984 New
FT
194
Fiduciary Trust
Massachusetts
$1.18M – – –
KBC Group
195
KBC Group
Belgium
$1.17M +$103K +2,837 +11%
NCIM
196
New Century Investment Management
Michigan
$1.13M -$14.7K -403 -1%
BNP Paribas Asset Management
197
BNP Paribas Asset Management
France
$1.13M -$27.7K -761 -3%
SMDAM
198
Sumitomo Mitsui DS Asset Management
Japan
$1.12M +$277K +7,612 +37%
Rafferty Asset Management
199
Rafferty Asset Management
New York
$1.12M +$10.2K +279 +1%
SM
200
Seminole Management
New York
$1.11M +$1.02M +28,000 New
6 7
8
9 10

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.