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Iron Mountain
IRM

Overview Fund Activity

322 hedge funds and large institutions have $6.35B invested in Iron Mountain in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 132 increasing their positions, 117 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-30
Holders Change %
-8.52%
% of All Funds
9%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.34%
New
18
Increased
132
Reduced
117
Closed
46
Calls
$61.6M
Puts
$7.81M
Net Calls
+$53.8M
Net Calls Change
-$3.48M

Top Buyers

1
EIP
Epoch Investment Partners
New York
+$116M
2
Capital World Investors
Capital World Investors
California
+$107M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$78.8M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$48.4M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$19.8M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$95.8M
2
OCAM
Owl Creek Asset Management
New York
-$84.5M
3
Goldman Sachs
Goldman Sachs
New York
-$34.6M
4
JHIU
Janus Henderson Investors US
Colorado
-$27.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
276
Mizuho Asset Management
Japan
$59K – – –
Bessemer Group
277
Bessemer Group
New Jersey
$58K -$40.5K -1,300 -41%
ARMT
278
Amica Retiree Medical Trust
Rhode Island
$55K – – –
Simplex Trading
279
Simplex Trading
Illinois
$48K +$22.2K +729 +86%
Creative Planning
280
Creative Planning
Kansas
$48K +$48K +1,562 New
CAL
281
Capital Analysts LLC
Pennsylvania
$48K +$2.82K +91 +6%
ASN
282
Advisory Services Network
Georgia
$43K +$6.66K +213 +18%
PAIA
283
Park Avenue Institutional Advisers
New York
$40K +$470 +15 +1%
MPWT
284
MassMutual Private Wealth & Trust
Connecticut
$39.2K – – –
GLI
285
Guardian Life Insurance
New York
$35K +$9.49K +304 +37%
HNB
286
Huntington National Bank
Ohio
$33K – – –
WEC
287
Winslow Evans & Crocker
Massachusetts
$32K – – –
MCM
288
Manchester Capital Management
Vermont
$29K – – –
CTC
289
Central Trust Company
Missouri
$27K – – –
EFSCE
290
Enterprise Financial Services Corp (EFSC)
Missouri
$24K -$1.72K -55 -7%
SSG
291
Summit Securities Group
New York
$24K – – –
PG
292
Patten Group
Tennessee
$17.8K -$5.12K -165 -22%
SC
293
Saturna Capital
Washington
$17K – – –
JFA
294
JNBA Financial Advisors
Minnesota
$16K – – –
TCOV
295
Trust Company of Vermont
Vermont
$16K – – –
GWM
296
Gupta Wealth Management
California
$14K -$1.42K -45 -9%
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$14K – – –
ARMC
298
American Research & Management Company
Massachusetts
$13K – – –
CFA
299
CT Financial Advisors
Pennsylvania
$11.2K – – –
IMS
300
Index Management Solutions
Pennsylvania
$11K +$11K +368 New
10 11
12
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