We are live on ! Find out more
IRM icon

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
Capital World Investors
1
Capital World Investors
California
$518M -$115M -4,508,665 -18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$308M +$8.57M +337,297 +3%
DSA
3
Davis Selected Advisers
Arizona
$262M -$2M -78,563 -0.7%
HCM
4
Highfields Capital Management
Massachusetts
$239M -$14.1M -553,335 -5%
SC
5
Schooner Capital
Florida
$233M
State Street
6
State Street
Massachusetts
$223M +$45.5M +1,791,473 +25%
Parnassus Investments
7
Parnassus Investments
California
$221M +$28.9M +1,138,521 +15%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$213M +$143M +5,642,089 +195%
BIT
9
BlackRock Institutional Trust
California
$117M -$390K -15,348 -0.3%
BC
10
Brookfield Corp
Ontario, Canada
$111M +$102M +4,023,844 +922%
CGT
11
Capital Guardian Trust
California
$105M -$3.06M -120,462 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$104M +$926K +36,460 +0.9%
Jennison Associates
13
Jennison Associates
New York
$89.6M -$50.8M -2,001,825 -36%
RRAM
14
River Road Asset Management
Kentucky
$74.3M -$211K -8,294 -0.3%
MCM
15
Munder Capital Management
Michigan
$68.2M +$542K +21,349 +0.8%
RIM
16
RS Investment Management
California
$67.2M +$3.22M +126,585 +5%
Northern Trust
17
Northern Trust
Illinois
$60.4M +$1.98M +78,035 +3%
Invesco
18
Invesco
Georgia
$56.1M +$2.53M +99,624 +5%
Renaissance Technologies
19
Renaissance Technologies
New York
$53.7M -$1.96M -77,255 -3%
BFA
20
BlackRock Fund Advisors
California
$53.3M +$1.82M +71,601 +3%
WA
21
Wasatch Advisors
Utah
$50.6M +$51.5M +2,026,076 New
Capital International Investors
22
Capital International Investors
California
$49.6M
MP
23
Makaira Partners
California
$49.1M +$3.65M +143,577 +8%
Citadel Advisors
24
Citadel Advisors
Florida
$48.8M +$40.6M +1,597,026 +447%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$46.9M +$6.64M +261,571 +16%

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.