Iron Mountain
334 hedge funds and large institutions have $4.91B invested in Iron Mountain in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 130 increasing their positions, 115 reducing their positions, and 40 closing their positions.
34% more call options, than puts
Call options by funds: $299M | Put options by funds: $223M
13% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 115
1% less funds holding
Funds holding: 337 → 334 (-3)
3% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 40
2.78% less ownership
Funds ownership: 103.43% → 100.65% (-2.8%)
12% less capital invested
Capital invested by funds: $5.55B → $4.91B (-$646M)
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
Top Buyers
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$35.7M |
| 2 |
D.E. Shaw & Co
New York
|
+$26.5M |
| 3 |
Goldman Sachs
New York
|
+$25.4M |
| 4 |
Millennium Management
New York
|
+$25.3M |
| 5 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
+$24.8M |
Top Sellers
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$288M |
| 2 |
Bank of New York Mellon
New York
|
-$44.3M |
| 3 |
Parnassus Investments
San Francisco,
California
|
-$33.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$33.1M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$12.5M |
IRM Hedge Fund Activity: Q1 2014 in Review
334 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2014, worth a combined $4.91B — down 12% from $5.55B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of IRM and 39 opened new positions — a net loss of 1 holder — while 115 trimmed existing stakes and 130 added.
The largest buyer was Brookfield Corp, adding an estimated $35.7M. The largest seller was Davis Selected Advisers, exiting entirely with an estimated $288M sold.
- 334 institutional investors held Iron Mountain (IRM) as of Q1 2014, down from 337 in Q4 2013.
- Funds reported $4.91B of Iron Mountain stock for Q1 2014, down 12% quarter-over-quarter.
- 39 funds opened new Iron Mountain positions in Q1 2014 and 40 closed out, a net change of -1 holder.
- The largest Iron Mountain buyer in Q1 2014 was Brookfield Corp, an estimated $35.7M added.
- The largest Iron Mountain seller in Q1 2014 was Davis Selected Advisers, an estimated $288M sold.
Based on aggregated 13F filings for Q1 2014.