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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
TRSOTSOK
201
Teachers Retirement System of the State of Kentucky
Kentucky
$779K -$96.2K -3,787 -11%
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$778K -$13.3K -522 -2%
AAM
203
Archipel Asset Management
Sweden
$758K +$771K +30,363 New
JC
204
Jacobs & Co
California
$752K -$105K -4,149 -12%
FT
205
Fiduciary Trust
Massachusetts
$744K
CAM
206
Capstone Asset Management
Texas
$738K +$2.21K +87 +0.3%
SIS
207
Sandell Investment Services
New York
$733K
RFC
208
Russell Frank Company
Washington
$718K -$44.2K -1,740 -6%
Natixis Advisors
209
Natixis Advisors
Massachusetts
$709K -$3.81M -149,936 -84%
CIBC Asset Management
210
CIBC Asset Management
Ontario, Canada
$700K +$1.47K +58 +0.2%
WOC
211
West Oak Capital
California
$692K +$21.1K +829 +3%
PP
212
Patten & Patten
Tennessee
$677K +$333K +13,092 +93%
STC
213
SEI Trust Company
Pennsylvania
$657K -$962K -37,870 -59%
GCP
214
GSA Capital Partners
United Kingdom
$611K -$645K -25,401 -51%
GH
215
GAM Holding
Switzerland
$604K -$82.4K -3,246 -12%
OPERF
216
Oregon Public Employees Retirement Fund
Oregon
$588K +$18.4K +726 +3%
Nordea Investment Management
217
Nordea Investment Management
Sweden
$572K
VKH
218
Virtu KCG Holdings
New York
$571K +$580K +22,850 New
TAM
219
Tocqueville Asset Management
New York
$543K -$434K -17,076 -44%
LPC
220
Loeb Partners Corp
New York
$540K
HPA
221
Hilltop Park Associates
New York
$540K +$550K +21,640 New
SNC
222
Stifel Nicolaus & Co
Missouri
$538K +$58.7K +2,312 +12%
WAM
223
Wolverine Asset Management
Illinois
$534K +$543K +21,385 New
EMG
224
Ellington Management Group
Connecticut
$530K -$695K -27,375 -56%
SMDAM
225
Sumitomo Mitsui DS Asset Management
Japan
$520K -$2.08K -82 -0.4%

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.