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Iron Mountain

484 hedge funds and large institutions have $8.57B invested in Iron Mountain in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 162 increasing their positions, 160 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

2% more funds holding

Funds holding: 474484 (+10)

4% more capital invested

Capital invested by funds: $8.26B → $8.57B (+$306M)

1% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 160

0.63% less ownership

Funds ownership: 88.14%87.51% (-0.63%)

71% less call options, than puts

Call options by funds: $22M | Put options by funds: $75.9M

Holders
484
Holders Change
+10
Holders Change %
+2.11%
% of All Funds
11.08%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
58
Increased
162
Reduced
160
Closed
45
Calls
$22M
Puts
$75.9M
Net Calls
-$53.9M
Net Calls Change
-$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.53B -$37.1M -1,097,049 -2%
Capital World Investors
2
Capital World Investors
California
$1.14B +$50.2M +1,485,000 +5%
BlackRock
3
BlackRock
New York
$679M -$35.7M -1,056,371 -5%
Parnassus Investments
4
Parnassus Investments
California
$467M +$336K +9,944 +0.1%
Capital International Investors
5
Capital International Investors
California
$384M -$7.18M -212,700 -2%
State Street
6
State Street
Massachusetts
$377M -$4.51M -133,614 -1%
JP Morgan Chase
7
JP Morgan Chase
New York
$262M +$25.9M +766,273 +11%
Goldman Sachs
8
Goldman Sachs
New York
$217M -$10.2M -302,307 -5%
Cohen & Steers
9
Cohen & Steers
New York
$201M +$127M +3,773,693 +192%
Invesco
10
Invesco
Georgia
$141M -$1.14M -33,801 -0.8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$141M +$3.36M +99,620 +3%
Bank of America
12
Bank of America
North Carolina
$136M -$4.28M -126,569 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$122M +$8.33M +246,714 +8%
CIM
14
Centersquare Investment Management
Pennsylvania
$118M -$26.6M -788,970 -19%
SC
15
Schooner Capital
Florida
$116M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$113M -$1.06M -31,475 -1%
Morgan Stanley
17
Morgan Stanley
New York
$108M -$2.12M -62,653 -2%
Northern Trust
18
Northern Trust
Illinois
$107M -$3.7M -109,426 -3%
RRAM
19
River Road Asset Management
Kentucky
$93.3M +$3.75M +111,077 +4%
CIM
20
Confluence Investment Management
Missouri
$92.9M -$138K -4,092 -0.2%
Norges Bank
21
Norges Bank
Norway
$88.7M -$2.35M -69,686 -3%
RJA
22
Raymond James & Associates
Florida
$86.4M +$3.55M +105,108 +4%
MP
23
Makaira Partners
California
$64.1M +$452K +13,370 +0.7%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$62.8M +$33.2M +983,101 +121%
TSW
25
Thompson Siegel & Walmsley
Virginia
$62.6M +$10.8M +319,006 +22%

IRM Hedge Fund Activity: Q2 2018 in Review

484 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2018, worth a combined $8.57B — up 3.7% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IRM positions and 45 closed out — a net gain of 13 holders — while 162 added to existing stakes and 160 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $127M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $79.3M.

  • 484 institutional investors held Iron Mountain (IRM) as of Q2 2018, up from 474 in Q1 2018.
  • Funds reported $8.57B of Iron Mountain stock for Q2 2018, up 3.7% quarter-over-quarter.
  • 58 funds opened new Iron Mountain positions in Q2 2018 and 45 closed out, a net change of +13 holders.
  • The largest Iron Mountain buyer in Q2 2018 was Cohen & Steers, an estimated $127M added.
  • The largest Iron Mountain seller in Q2 2018 was CBRE Investment Management Listed Real Assets, an estimated $79.3M sold.

Based on aggregated 13F filings for Q2 2018.