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Iron Mountain
IRM

Overview Fund Activity

338 hedge funds and large institutions have $4.79B invested in Iron Mountain in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 123 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
10.96%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
41
Increased
123
Reduced
123
Closed
38
Calls
$217M
Puts
$43.2M
Net Calls
+$174M
Net Calls Change
-$16.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$213M
2
BC
Brookfield Corp
Ontario, Canada
$111M
3
WA
Wasatch Advisors
Utah
$50.6M
4
State Street
State Street
Massachusetts
$223M
5
Citadel Advisors
Citadel Advisors
Florida
$48.8M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$518M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$23.9M
3
Jennison Associates
Jennison Associates
New York
$89.6M
4
JHIU
Janus Henderson Investors US
Colorado
$27.5M
5
Principal Financial Group
Principal Financial Group
Iowa
$4.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMCMI
226
Bryn Mawr Capital Management Inc
Pennsylvania
$514K +$514K +20,569 New
TC
227
TFS Capital
Pennsylvania
$509K +$209K +8,389 +70%
BCM
228
Bluefin Capital Management
New York
$500K -$2.94M -120,558 -85%
WT
229
Wilmington Trust
Delaware
$493K +$493K +19,737 New
TMAM
230
Tokio Marine Asset Management
Japan
$491K – – –
Nomura Asset Management
231
Nomura Asset Management
Japan
$490K – – –
GIA
232
Gateway Investment Advisers
Ohio
$490K +$27.1K +1,086 +6%
BMO
233
Beck Mack & Oliver
New York
$478K -$193K -7,742 -29%
RW
234
Rand Wealth
Maryland
$470K +$226K +9,045 +92%
CCA
235
Catalyst Capital Advisors
New York
$453K +$4.71K +189 +1%
LPL Financial
236
LPL Financial
California
$453K +$97.5K +4,139 +27%
MOACM
237
Mutual of America Capital Management
New York
$452K -$27.1K -1,085 -6%
ARTA
238
A.R.T. Advisors
New York
$444K -$1.41M -56,633 -76%
VNA
239
VNBTrust National Association
Virginia
$442K +$178K +7,141 +68%
Nuveen Asset Management
240
Nuveen Asset Management
Illinois
$436K +$1.77K +71 +0.4%
AAM
241
Aberdeen Asset Management
United Kingdom
$434K -$21.6K -865 -5%
FCBT
242
First Citizens Bank & Trust
North Carolina
$434K +$18.7K +748 +5%
Commonwealth Equity Services
243
Commonwealth Equity Services
Massachusetts
$419K +$53K +2,122 +14%
SAM
244
Securian Asset Management
Minnesota
$407K +$11.8K +472 +3%
LWI
245
Long Wharf Investors
Massachusetts
$395K +$395K +15,805 New
GA
246
Geneva Advisors
Illinois
$386K -$37.5K -1,502 -9%
KRS
247
Kentucky Retirement Systems
Kentucky
$382K +$382K +15,286 New
WSCM
248
Wellington Shields Capital Management
New York
$370K +$5.39K +216 +1%
ProShare Advisors
249
ProShare Advisors
Maryland
$366K -$318K -12,744 -47%
WC
250
Woodstock Corp
Massachusetts
$358K -$114K -4,551 -24%
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