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Iron Mountain
IRM

Overview Fund Activity

412 hedge funds and large institutions have $9.3B invested in Iron Mountain in 2017 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 179 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+23
Holders Change %
+5.91%
% of All Funds
10.29%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
54
Increased
179
Reduced
111
Closed
26
Calls
$15.5M
Puts
$20.2M
Net Calls
-$4.71M
Net Calls Change
-$8.68M

Top Buyers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$49.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$36.3M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$28M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$26.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$25.3M

Top Sellers

1
SF
Schooner Foundation
Massachusetts
-$28.4M
2
SC
Schooner Capital
Florida
-$22.4M
3
Axa
Axa
France
-$17.4M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$17.3M
5
UIC
Uniplan Investment Counsel
Wisconsin
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
251
Oppenheimer Asset Management
New York
$534K -$15.4K -395 -3%
Nomura Holdings
252
Nomura Holdings
Japan
$523K -$200K -5,135 -28%
HAIM
253
Hunter Associates Investment Management
Pennsylvania
$521K – – –
ECM
254
Everence Capital Management
Indiana
$516K – – –
JG
255
Jefferies Group
New York
$510K +$172K +4,418 +51%
AMI
256
Amica Mutual Insurance
Rhode Island
$507K +$507K +13,025 New
PAG
257
Private Advisor Group
New Jersey
$496K +$192K +5,015 +63%
OI
258
Oakbrook Investments
Illinois
$488K +$93.4K +2,400 +24%
OMCS
259
Old Mutual Customised Solutions
South Africa
$478K +$93.4K +2,400 +24%
TAM
260
Tyers Asset Management
Texas
$472K -$30.8K -792 -6%
GW
261
GW & Wade
Massachusetts
$471K – – –
OAM
262
Oxford Asset Management
United Kingdom
$455K +$455K +11,640 New
SAM
263
Shell Asset Management
Netherlands
$453K -$157K -4,028 -26%
ACA
264
Anchor Capital Advisors
Massachusetts
$452K – – –
AFNAS
265
American Financial Network Advisory Services
California
$449K +$449K +11,544 New
CIBC World Market
266
CIBC World Market
Ontario, Canada
$439K +$209K +5,380 +91%
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$438K +$438K +11,260 New
LIA
268
LS Investment Advisors
Michigan
$436K +$10K +257 +2%
CAM
269
Concorde Asset Management
Michigan
$428K -$154K -3,949 -26%
CT
270
Clearstead Trust
Maine
$413K -$30.4K -780 -7%
Skandinaviska Enskilda Banken (SEB)
271
Skandinaviska Enskilda Banken (SEB)
Sweden
$411K – – –
PM
272
Parametrica Management
Hong Kong
$409K +$409K +10,509 New
PP
273
Paloma Partners
Connecticut
$399K +$39.5K +1,016 +11%
GAM
274
Griffin Asset Management
New York
$396K – – –
BTS
275
BB&T Securities
Virginia
$390K +$390K +10,026 New
9 10
11
12 13