We are live on ! Find out more
IRM icon

Iron Mountain

390 hedge funds and large institutions have $8.03B invested in Iron Mountain in 2017 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 152 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

35% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $11.4M

33% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 114

3% more funds holding

Funds holding: 380390 (+10)

1.15% more ownership

Funds ownership: 87.33%88.49% (+1.2%)

2% less capital invested

Capital invested by funds: $8.2B → $8.03B (-$171M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
390
Holders Change
+10
Holders Change %
+2.63%
% of All Funds
9.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
48
Increased
152
Reduced
114
Closed
35
Calls
$15.3M
Puts
$11.4M
Net Calls
+$3.98M
Net Calls Change
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.49B +$5.28M +151,039 +0.3%
Capital World Investors
2
Capital World Investors
California
$1.11B
BlackRock
3
BlackRock
New York
$650M +$31.4M +896,751 +5%
Capital International Investors
4
Capital International Investors
California
$429M
Parnassus Investments
5
Parnassus Investments
California
$425M +$15.1M +431,810 +4%
State Street
6
State Street
Massachusetts
$354M -$9.99M -285,599 -3%
Goldman Sachs
7
Goldman Sachs
New York
$239M +$63.1M +1,802,825 +35%
EIP
8
Epoch Investment Partners
New York
$213M -$714K -20,425 -0.3%
SC
9
Schooner Capital
Florida
$178M -$2.51M -71,700 -1%
Bank of America
10
Bank of America
North Carolina
$138M -$642K -18,345 -0.5%
Invesco
11
Invesco
Georgia
$123M +$1.13M +32,405 +0.9%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$121M +$4.36M +124,704 +4%
RRAM
13
River Road Asset Management
Kentucky
$118M -$1.68M -48,047 -1%
SF
14
Schooner Foundation
Massachusetts
$111M -$4.72M -135,072 -4%
Morgan Stanley
15
Morgan Stanley
New York
$107M +$9.21M +263,255 +9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$98.2M -$2.26M -64,736 -2%
Northern Trust
17
Northern Trust
Illinois
$93.9M +$1.2M +34,350 +1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$86.9M +$3.36M +96,037 +4%
RJA
19
Raymond James & Associates
Florida
$86.5M +$2.46M +70,258 +3%
CIM
20
Confluence Investment Management
Missouri
$79.5M +$4.91M +140,322 +6%
Norges Bank
21
Norges Bank
Norway
$72.6M -$7.93M -226,687 -10%
MP
22
Makaira Partners
California
$66.3M +$10.2M +290,655 +18%
UIC
23
Uniplan Investment Counsel
Wisconsin
$63.2M +$2.11M +60,221 +3%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$62.6M +$15.5M +443,182 +32%
JP Morgan Chase
25
JP Morgan Chase
New York
$56M +$4.91M +140,286 +9%

IRM Hedge Fund Activity: Q2 2017 in Review

390 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2017, worth a combined $8.03B — down 2.1% from $8.2B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IRM positions and 35 closed out — a net gain of 13 holders — while 152 added to existing stakes and 114 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $63.1M. The largest seller was Capital Guardian Trust, cutting an estimated $30.7M.

  • 390 institutional investors held Iron Mountain (IRM) as of Q2 2017, up from 380 in Q1 2017.
  • Funds reported $8.03B of Iron Mountain stock for Q2 2017, down 2.1% quarter-over-quarter.
  • 48 funds opened new Iron Mountain positions in Q2 2017 and 35 closed out, a net change of +13 holders.
  • The largest Iron Mountain buyer in Q2 2017 was Goldman Sachs, an estimated $63.1M added.
  • The largest Iron Mountain seller in Q2 2017 was Capital Guardian Trust, an estimated $30.7M sold.

Based on aggregated 13F filings for Q2 2017.