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Iron Mountain
IRM

Overview Fund Activity

334 hedge funds and large institutions have $4.91B invested in Iron Mountain in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 130 increasing their positions, 115 reducing their positions, and 40 closing their positions.

Holders
334
Holders Change
-3
Holders Change %
-0.89%
% of All Funds
9.65%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
39
Increased
130
Reduced
115
Closed
40
Calls
$299M
Puts
$223M
Net Calls
+$75.5M
Net Calls Change
+$180M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$142M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$34.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$54.5M
4
Millennium Management
4
Millennium Management
New York
$25.2M
5
WCMNY
5
Westchester Capital Management (New York)
New York
$41.5M

Top Sellers

1
DSA
1
Davis Selected Advisers
Arizona
$0
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$90.4M
3
Parnassus Investments
3
Parnassus Investments
California
$198M
4
Citadel Advisors
4
Citadel Advisors
Florida
$11.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.37M
Name Market Value Shares Shares
Change 		Shares
Change %
MERSOM
276
Municipal Employees' Retirement System of Michigan
Michigan
$160K 5,800 +200 +4%
Marshall Wace
277
Marshall Wace
United Kingdom
$146K 5,285 +5,285 New
BPBT
278
Boston Private Bank & Trust
Massachusetts
$138K 4,996 +97 +2%
Daiwa Securities Group
279
Daiwa Securities Group
Japan
$134K 4,877 – –
LWCFA
280
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$115K 4,184 +1,286 +44%
PAM
281
PartnerRe Asset Management
Connecticut
$114K 4,119 +22 +0.5%
Federated Hermes
282
Federated Hermes
Pennsylvania
$106K 3,831 -3,743 -49%
Canada Pension Plan Investment Board
283
Canada Pension Plan Investment Board
Ontario, Canada
$102K 3,710 +700 +23%
First Manhattan
284
First Manhattan
New York
$100K 3,632 – –
OMCS
285
Old Mutual Customised Solutions
South Africa
$99K 3,604 – –
CCM
286
Carderock Capital Management
Maryland
$87K 3,150 +3,150 New
ST
287
Smithfield Trust
Pennsylvania
$84K 3,047 – –
WEC
288
Winslow Evans & Crocker
Massachusetts
$82.3K 2,985 -10,105 -77%
NIM
289
NuWave Investment Management
New Jersey
$82K 2,971 +2,971 New
QBFM
290
QS Batterymarch Financial Management
New York
$78K 2,801 -168 -6%
Toronto Dominion Bank
291
Toronto Dominion Bank
Ontario, Canada
$75K 2,721 +5 +0.2%
AR
292
Advisory Research
Illinois
$70K 2,524 +2,524 New
STC
293
SEI Trust Company
Pennsylvania
$69K 2,512 +2,512 New
BBHC
294
Brown Brothers Harriman & Co
New York
$60K 2,178 – –
IMS
295
Index Management Solutions
Pennsylvania
$57K 2,051 -2,507 -55%
BA
296
BlackRock Advisors
Delaware
$56K 2,026 -3 -0.1%
Creative Planning
297
Creative Planning
Kansas
$56K 2,022 +1,383 +216%
MFS
298
MSI Financial Services
Massachusetts
$53K 1,911 – –
Capstone Investment Advisors
299
Capstone Investment Advisors
New York
$44K 1,628 +1,628 New
GIS
300
Guardian Investor Services
New York
$36K 1,313 -50 -4%
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