Iron Mountain
337 hedge funds and large institutions have $5.55B invested in Iron Mountain in 2013 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 125 reducing their positions, and 47 closing their positions.
16% more capital invested
Capital invested by funds: $4.78B → $5.55B (+$765M)
3.25% more ownership
Funds ownership: 100.17% → 103.43% (+3.3%)
0% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 47
0% less funds holding
Funds holding: 338 → 337 (-1)
11% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 125
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
42% less call options, than puts
Call options by funds: $146M | Put options by funds: $250M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$48.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$48.7M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$39.5M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$37.9M |
| 5 |
Bank of New York Mellon
New York
|
+$29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$37M |
| 2 |
Renaissance Technologies
New York
|
-$36.2M |
| 3 |
State Street
Boston,
Massachusetts
|
-$32.9M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$27.7M |
| 5 |
Jennison Associates
New York
|
-$22.7M |
IRM Hedge Fund Activity: Q4 2013 in Review
337 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q4 2013, worth a combined $5.55B — up 16% from $4.78B a quarter earlier.
Fund positioning in IRM was balanced in Q4 2013: 47 funds opened new positions, 47 closed out, 111 added to existing stakes and 125 trimmed.
The largest buyer was Capital World Investors, adding an estimated $48.8M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $37M sold.
- 337 institutional investors held Iron Mountain (IRM) as of Q4 2013, down from 338 in Q3 2013.
- Funds reported $5.55B of Iron Mountain stock for Q4 2013, up 16% quarter-over-quarter.
- 47 funds opened new Iron Mountain positions in Q4 2013 and 47 closed out, a net change of 0 holders.
- The largest Iron Mountain buyer in Q4 2013 was Capital World Investors, an estimated $48.8M added.
- The largest Iron Mountain seller in Q4 2013 was Capital Research Global Investors, an estimated $37M sold.
Based on aggregated 13F filings for Q4 2013.