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Iron Mountain

339 hedge funds and large institutions have $7.43B invested in Iron Mountain in 2014 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 215 increasing their positions, 70 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 70

22% more capital invested

Capital invested by funds: $6.07B → $7.43B (+$1.36B)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 52

1% less funds holding

Funds holding: 341339 (-2)

4.58% less ownership

Funds ownership: 96.36%91.78% (-4.6%)

67% less call options, than puts

Call options by funds: $16.2M | Put options by funds: $49.7M

Holders
339
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
9.04%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
54
Increased
215
Reduced
70
Closed
52
Calls
$16.2M
Puts
$49.7M
Net Calls
-$33.5M
Net Calls Change
+$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.02B +$490M +13,458,422 +105%
Capital World Investors
2
Capital World Investors
California
$964M +$60.6M +1,667,319 +7%
Parnassus Investments
3
Parnassus Investments
California
$408M +$46.5M +1,279,528 +14%
SC
4
Schooner Capital
Florida
$342M +$21.7M +596,892 +7%
State Street
5
State Street
Massachusetts
$327M +$32.7M +898,560 +12%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$276M +$12.7M +349,732 +5%
HCM
7
Highfields Capital Management
Massachusetts
$247M -$326M -8,975,469 -58%
BIT
8
BlackRock Institutional Trust
California
$222M +$43M +1,183,534 +26%
Capital International Investors
9
Capital International Investors
California
$215M +$13.7M +375,339 +7%
RRAM
10
River Road Asset Management
Kentucky
$184M +$12.6M +345,450 +8%
OCAM
11
Owl Creek Asset Management
New York
$174M +$11.1M +306,483 +7%
BFA
12
BlackRock Fund Advisors
California
$157M +$29.9M +821,404 +25%
CGT
13
Capital Guardian Trust
California
$150M -$18.3M -501,839 -11%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$136M +$127M +3,484,942 +9,213%
SF
15
Schooner Foundation
Massachusetts
$130M +$6.14M +168,837 +5%
WA
16
Wasatch Advisors
Utah
$124M -$7.97M -219,011 -6%
Victory Capital Management
17
Victory Capital Management
Texas
$96.2M +$90.5M +2,487,284 New
Northern Trust
18
Northern Trust
Illinois
$85M -$19M -522,732 -19%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$78.3M -$64.8M -1,782,584 -47%
RIM
20
RS Investment Management
California
$62.9M -$46.6M -1,282,359 -44%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$60M -$13.3M -364,935 -19%
BC
22
Brookfield Corp
Ontario, Canada
$59.4M -$61.5M -1,691,054 -52%
Norges Bank
23
Norges Bank
Norway
$58.8M +$3.73M +102,683 +7%
Morgan Stanley
24
Morgan Stanley
New York
$57.4M +$8.18M +224,821 +18%
Deutsche Bank
25
Deutsche Bank
Germany
$55.8M +$36.9M +1,015,057 +238%

IRM Hedge Fund Activity: Q4 2014 in Review

339 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q4 2014, worth a combined $7.43B — up 22% from $6.07B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IRM positions and 52 closed out — a net gain of 2 holders — while 215 added to existing stakes and 70 trimmed.

The largest buyer was Vanguard Group, adding an estimated $490M. The largest seller was Highfields Capital Management, cutting an estimated $326M.

  • 339 institutional investors held Iron Mountain (IRM) as of Q4 2014, down from 341 in Q3 2014.
  • Funds reported $7.43B of Iron Mountain stock for Q4 2014, up 22% quarter-over-quarter.
  • 54 funds opened new Iron Mountain positions in Q4 2014 and 52 closed out, a net change of +2 holders.
  • The largest Iron Mountain buyer in Q4 2014 was Vanguard Group, an estimated $490M added.
  • The largest Iron Mountain seller in Q4 2014 was Highfields Capital Management, an estimated $326M sold.

Based on aggregated 13F filings for Q4 2014.