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Iron Mountain
IRM

Overview Fund Activity

576 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, 151 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+59
Holders Change %
+11.41%
% 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
151
Closed
30
Calls
$88.3M
Puts
$57.8M
Net Calls
+$30.5M
Net Calls Change
+$2.19M

Top Buyers

1
Nordea Investment Management
1
Nordea Investment Management
Sweden
$41.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$164M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.52B
4
Deutsche Bank
4
Deutsche Bank
Germany
$50.6M
5
State Street
5
State Street
Massachusetts
$440M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$924M
2
Parnassus Investments
2
Parnassus Investments
California
$189M
3
CWM
3
CIBC World Markets
New York
$1.08M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
SC
5
Schooner Capital
Florida
$74.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLF
226
Sun Life Financial
Ontario, Canada
$1.1M -$613K -19,230 -36%
MML Investors Services
227
MML Investors Services
Massachusetts
$1.1M +$139K +4,366 +15%
CWM
228
CIBC World Markets
New York
$1.08M -$30.8M -966,940 -97%
FT
229
Fiduciary Trust
Massachusetts
$1.08M -$319 -10 -0%
MWPCG
230
Measured Wealth Private Client Group
New Hampshire
$1.08M +$161K +5,055 +18%
DnB Asset Management
231
DnB Asset Management
Norway
$1.06M +$89.2K +2,800 +9%
BA
232
Bristlecone Advisors
Washington
$1.06M +$76.5K +2,401 +8%
RPSA
233
Richard P. Slaughter Associates
Texas
$1.05M +$1.05M +33,011 New
SMDAM
234
Sumitomo Mitsui DS Asset Management
Japan
$1.05M +$60.7K +1,905 +6%
RCA
235
Rowland Carmichael Advisors
Arizona
$1.05M +$108K +3,375 +11%
SLI
236
Sumitomo Life Insurance
Japan
$1.04M +$57.3K +1,796 +6%
Voloridge Investment Management
237
Voloridge Investment Management
Florida
$1.03M +$1.03M +32,358 New
SA
238
Strategic Advisors
New York
$1.02M +$1.02M +32,000 New
HIMCH
239
Hartford Investment Management Co (HIMCO)
Connecticut
$1.01M -$26.6K -835 -3%
ECM
240
Everence Capital Management
Indiana
$999K +$293K +9,201 +42%
AAM
241
Advisors Asset Management
Colorado
$995K -$508K -15,937 -34%
MC
242
Mathes Company
New York
$983K -$31.9K -1,000 -3%
II
243
IFM Investors
Australia
$982K -$37.7K -1,184 -4%
LC
244
Lavaca Capital
Texas
$959K -$678K -21,262 -41%
RA
245
RMR Advisors
Massachusetts
$956K – – –
RJT
246
Raymond James Trust
Florida
$945K -$15.2K -478 -2%
MCM
247
Monument Capital Management
Virginia
$930K +$5.19K +163 +0.6%
SAM
248
Shell Asset Management
Netherlands
$928K +$464K +14,559 +100%
B
249
BP
United Kingdom
$924K – – –
BOTW
250
Bank of the West
California
$920K +$156K +4,907 +20%
8 9
10
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