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Iron Mountain

577 hedge funds and large institutions have $7.72B invested in Iron Mountain in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 242 increasing their positions, 152 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 30

59% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 152

53% more call options, than puts

Call options by funds: $88.3M | Put options by funds: $57.8M

11% more funds holding

Funds holding: 518577 (+59)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.17% less ownership

Funds ownership: 84.5%84.33% (-0.17%)

2% less capital invested

Capital invested by funds: $7.87B → $7.72B (-$141M)

Holders
577
Holders Change
+59
Holders Change %
+11.39%
% of All Funds
11.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
100
Increased
242
Reduced
152
Closed
30
Calls
$88.3M
Puts
$57.8M
Net Calls
+$30.5M
Net Calls Change
+$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.52B +$32.1M +978,112 +2%
Capital World Investors
2
Capital World Investors
California
$924M -$105M -3,202,069 -10%
BlackRock
3
BlackRock
New York
$679M +$8.4M +256,098 +1%
State Street
4
State Street
Massachusetts
$440M +$19M +580,058 +4%
Goldman Sachs
5
Goldman Sachs
New York
$341M +$12.3M +376,231 +4%
Invesco
6
Invesco
Georgia
$224M -$6.95M -211,838 -3%
Parnassus Investments
7
Parnassus Investments
California
$189M -$41.7M -1,270,959 -18%
Morgan Stanley
8
Morgan Stanley
New York
$164M +$33.9M +1,033,225 +25%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$150M +$8.03M +244,760 +5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$141M +$1.25M +38,156 +0.9%
EIP
11
Epoch Investment Partners
New York
$134M -$536K -16,351 -0.4%
Northern Trust
12
Northern Trust
Illinois
$119M +$1.1M +33,453 +0.9%
Ameriprise
13
Ameriprise
Minnesota
$117M -$5.45M -166,195 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$115M +$38K +1,160 +0%
CIM
15
Centersquare Investment Management
Pennsylvania
$110M -$9.68M -295,189 -8%
Capital International Investors
16
Capital International Investors
California
$98.8M +$42.5K +1,295 +0%
JP Morgan Chase
17
JP Morgan Chase
New York
$95.3M +$2.27M +69,222 +2%
Norges Bank
18
Norges Bank
Norway
$92.6M
Bank of America
19
Bank of America
North Carolina
$85.5M +$263K +8,029 +0.3%
SC
20
Schooner Capital
Florida
$74.4M -$20.7M -631,215 -21%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$70M +$1.22M +37,172 +2%
RJA
22
Raymond James & Associates
Florida
$64.4M -$2.13M -64,897 -3%
Charles Schwab
23
Charles Schwab
California
$63.4M +$1.28M +39,080 +2%
Stifel Financial
24
Stifel Financial
Missouri
$62.6M -$372K -11,359 -0.6%
Legal & General Group
25
Legal & General Group
United Kingdom
$58.5M +$2.68M +81,632 +5%

IRM Hedge Fund Activity: Q4 2019 in Review

577 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q4 2019, worth a combined $7.72B — down 1.8% from $7.87B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IRM positions and 30 closed out — a net gain of 70 holders — while 242 added to existing stakes and 152 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $42.4M. The largest seller was Capital World Investors, cutting an estimated $105M.

  • 577 institutional investors held Iron Mountain (IRM) as of Q4 2019, up from 518 in Q3 2019.
  • Funds reported $7.72B of Iron Mountain stock for Q4 2019, down 1.8% quarter-over-quarter.
  • 100 funds opened new Iron Mountain positions in Q4 2019 and 30 closed out, a net change of +70 holders.
  • The largest Iron Mountain buyer in Q4 2019 was Nordea Investment Management, an estimated $42.4M added.
  • The largest Iron Mountain seller in Q4 2019 was Capital World Investors, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2019.