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Iron Mountain

380 hedge funds and large institutions have $8.2B invested in Iron Mountain in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 143 increasing their positions, 117 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $6.22M

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

22% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 117

15% more capital invested

Capital invested by funds: $7.14B → $8.2B (+$1.06B)

3.85% more ownership

Funds ownership: 83.48%87.33% (+3.8%)

1% more funds holding

Funds holding: 375380 (+5)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
380
Holders Change
+5
Holders Change %
+1.33%
% of All Funds
9.46%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
48
Increased
143
Reduced
117
Closed
35
Calls
$11.6M
Puts
$6.22M
Net Calls
+$5.42M
Net Calls Change
+$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.54B +$31.6M +893,442 +2%
Capital World Investors
2
Capital World Investors
California
$1.15B +$227M +6,415,580 +25%
BlackRock
3
BlackRock
New York
$643M +$622M +17,560,886 +3,762%
Capital International Investors
4
Capital International Investors
California
$445M
Parnassus Investments
5
Parnassus Investments
California
$414M +$15.6M +441,458 +4%
State Street
6
State Street
Massachusetts
$377M +$11.4M +320,851 +3%
EIP
7
Epoch Investment Partners
New York
$222M +$18.5M +523,420 +9%
SC
8
Schooner Capital
Florida
$187M -$15.5M -438,387 -8%
Goldman Sachs
9
Goldman Sachs
New York
$184M -$1.78M -50,404 -1%
Bank of America
10
Bank of America
North Carolina
$144M +$30.6M +864,016 +27%
Invesco
11
Invesco
Georgia
$127M +$37.8M +1,066,314 +43%
RRAM
12
River Road Asset Management
Kentucky
$124M +$4.04M +114,171 +3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$121M +$3.34M +94,324 +3%
SF
14
Schooner Foundation
Massachusetts
$120M
Bank of New York Mellon
15
Bank of New York Mellon
New York
$104M +$4.79M +135,159 +5%
Morgan Stanley
16
Morgan Stanley
New York
$101M -$6.63M -187,111 -6%
Northern Trust
17
Northern Trust
Illinois
$96.3M +$6.29M +177,584 +7%
RJA
18
Raymond James & Associates
Florida
$87.3M +$2.3M +64,918 +3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$86.8M +$7.13M +201,404 +9%
Norges Bank
20
Norges Bank
Norway
$83.4M -$12.9M -364,846 -13%
CIM
21
Confluence Investment Management
Missouri
$77.5M +$5.94M +167,759 +8%
UIC
22
Uniplan Investment Counsel
Wisconsin
$63.5M -$860K -24,300 -1%
MP
23
Makaira Partners
California
$58.5M -$1.2M -33,990 -2%
CGT
24
Capital Guardian Trust
California
$53.6M -$3.02M -85,385 -5%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$53.2M -$38.4M -1,083,939 -42%

IRM Hedge Fund Activity: Q1 2017 in Review

380 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2017, worth a combined $8.2B — up 15% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IRM positions and 35 closed out — a net gain of 13 holders — while 143 added to existing stakes and 117 trimmed.

The largest buyer was BlackRock, adding an estimated $622M. The largest seller was Janus Henderson Investors US, cutting an estimated $66.8M.

  • 380 institutional investors held Iron Mountain (IRM) as of Q1 2017, up from 375 in Q4 2016.
  • Funds reported $8.2B of Iron Mountain stock for Q1 2017, up 15% quarter-over-quarter.
  • 48 funds opened new Iron Mountain positions in Q1 2017 and 35 closed out, a net change of +13 holders.
  • The largest Iron Mountain buyer in Q1 2017 was BlackRock, an estimated $622M added.
  • The largest Iron Mountain seller in Q1 2017 was Janus Henderson Investors US, an estimated $66.8M sold.

Based on aggregated 13F filings for Q1 2017.