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Iron Mountain
IRM

Overview Fund Activity

483 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, 159 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+10
Holders Change %
+2.11%
% of All Funds
11.07%
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
159
Closed
45
Calls
$22M
Puts
$75.9M
Net Calls
-$53.9M
Net Calls Change
-$55.6M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$132M
2
Capital World Investors
Capital World Investors
California
+$52M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
+$34.4M
4
H
Hexavest
Quebec, Canada
+$33.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$26.8M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$82.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$38.4M
3
BlackRock
BlackRock
New York
-$37M
4
GC
Guggenheim Capital
Illinois
-$34.7M
5
CIM
Centersquare Investment Management
Pennsylvania
-$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
251
BlueCrest Capital Management
Jersey
$717K +$209K +5,968 +41%
TRCT
252
Tower Research Capital (TRC)
New York
$708K +$708K +20,220 New
PI
253
Putnam Investments
Massachusetts
$706K -$37.8K -1,080 -5%
ASN
254
Advisory Services Network
Georgia
$687K -$10.4K -292 -1%
CGH
255
Crossmark Global Holdings
Texas
$672K -$89.9K -2,569 -12%
OAM
256
Oppenheimer Asset Management
New York
$662K +$346K +9,885 +110%
MML Investors Services
257
MML Investors Services
Massachusetts
$657K +$251K +7,168 +62%
ANRIA
258
American National Registered Investment Advisor
Texas
$656K – – –
DAM
259
Diamant Asset Management
Connecticut
$656K – – –
Axa
260
Axa
France
$653K -$249K -7,103 -28%
MNBTD
261
Moody National Bank Trust Division
Texas
$648K – – –
DLG
262
Daniel L. Goodwin
$648K – – –
US Bancorp
263
US Bancorp
Minnesota
$626K -$175K -4,999 -22%
CI
264
Conning Inc
Connecticut
$606K +$3.76K +130 +0.6%
W
265
Wealthfront
California
$605K -$132K -3,785 -18%
OMCS
266
Old Mutual Customised Solutions
South Africa
$605K – – –
KA
267
Kovack Advisors
Florida
$589K +$93.4K +2,667 +19%
PGA
268
Portland Global Advisors
Maine
$583K -$64.5K -1,843 -10%
LSERS
269
Louisiana State Employees Retirement System
Louisiana
$581K -$21K -600 -3%
Wolverine Trading
270
Wolverine Trading
Illinois
$578K – – –
CWM
271
Cornerstone Wealth Management
Missouri
$578K +$578K +20,176 New
BTS
272
BB&T Securities
Virginia
$563K +$326K +9,319 +138%
CCM
273
Cadence Capital Management
Massachusetts
$561K -$7.35K -210 -1%
AAM
274
Aureus Asset Management
Massachusetts
$558K +$123K +3,518 +28%
Pacer Advisors
275
Pacer Advisors
Pennsylvania
$558K +$197K +5,634 +55%
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