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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
NMERB
201
New Mexico Educational Retirement Board
New Mexico
$1.11M +$218K +6,000 +27%
AAF
202
Andra AP-fonden
Sweden
$1.1M -$7.28K -200 -0.7%
AAM
203
Advisors Asset Management
Colorado
$1.08M -$868K -23,857 -47%
SB
204
Suntrust Banks
Georgia
$1.07M +$4.66K +128 +0.5%
RCM
205
Riverhead Capital Management
Delaware
$1.06M -$1.63M -44,800 -82%
PAM
206
Panagora Asset Management
Massachusetts
$1.05M +$546K +14,994 +131%
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$1.04M +$116K +3,174 +14%
NFA
208
Nuveen Fund Advisors
Illinois
$1.04M +$948K +26,037 New
ANRIA
209
American National Registered Investment Advisor
Texas
$1.02M – – –
LTI
210
Laffer Tengler Investments
Tennessee
$1.02M +$928K +25,490 New
TRSOTSOK
211
Teachers Retirement System of the State of Kentucky
Kentucky
$1.01M – – –
PGA
212
Portland Global Advisors
Maine
$991K – – –
Skandinaviska Enskilda Banken (SEB)
213
Skandinaviska Enskilda Banken (SEB)
Sweden
$984K +$127K +3,500 +17%
MNBTD
214
Moody National Bank Trust Division
Texas
$961K – – –
GH
215
GAM Holding
Switzerland
$955K +$66K +1,812 +8%
LPL Financial
216
LPL Financial
California
$936K -$399K -10,972 -32%
SAM
217
Securian Asset Management
Minnesota
$925K +$169K +4,643 +25%
EA
218
Euclid Advisors
Connecticut
$902K -$166K -4,560 -17%
SAM
219
Symphony Asset Management
California
$895K +$818K +22,476 New
CBOA
220
Commonwealth Bank of Australia
Australia
$884K +$58K +1,594 +8%
CIP
221
Convergence Investment Partners
Florida
$859K +$785K +21,564 New
Canada Pension Plan Investment Board
222
Canada Pension Plan Investment Board
Ontario, Canada
$856K +$418K +11,484 +115%
MERSOM
223
Municipal Employees' Retirement System of Michigan
Michigan
$840K +$553K +15,200 +258%
DC
224
Davenport & Co
Virginia
$819K +$748K +20,564 New
KRS
225
Kentucky Retirement Systems
Kentucky
$810K +$96.2K +2,642 +15%
7 8
9
10 11

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.