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Iron Mountain
IRM

Overview Fund Activity

381 hedge funds and large institutions have $8.1B invested in Iron Mountain in 2016 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 163 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-5
Holders Change %
-1.3%
% of All Funds
10.18%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.24%
New
37
Increased
163
Reduced
115
Closed
35
Calls
$12.8M
Puts
$11.6M
Net Calls
+$1.22M
Net Calls Change
+$8.98M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.58B
2
Capital World Investors
2
Capital World Investors
California
$970M
3
JHIU
3
Janus Henderson Investors US
Colorado
$75.1M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$37.4M
5
RC
5
Resolution Capital
Australia
$47.7M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$220M
2
Macquarie Group
2
Macquarie Group
Australia
$1.65M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.25M
4
Parnassus Investments
4
Parnassus Investments
California
$399M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$4.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
276
Woodstock Corp
Massachusetts
$333K +$52.6K +1,400 +19%
MC
277
Moors & Cabot
Massachusetts
$332K – – –
RW
278
Rand Wealth
Maryland
$325K – – –
KRSITF
279
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$320K -$42.5K -1,132 -12%
EGA
280
E&G Advisors
Texas
$319K -$18.8K -500 -6%
EFS
281
Essex Financial Services
Connecticut
$315K – – –
LIA
282
LS Investment Advisors
Michigan
$314K -$67.3K -1,793 -18%
CAM
283
Concorde Asset Management
Michigan
$302K +$73K +1,945 +32%
PCMI
284
Princeton Capital Management Inc
New Jersey
$296K -$41.2K -1,100 -12%
QAM
285
Quantres Asset Management
Cayman Islands
$285K +$285K +7,600 New
IA
286
IFP Advisors
Florida
$283K -$337 -9 -0.1%
OC
287
Oppenheimer & Co
New York
$277K -$169K -4,522 -38%
NIM
288
Northeast Investment Management
Massachusetts
$277K – – –
PL
289
Parkwood LLC
Ohio
$275K +$275K +7,334 New
CI
290
Conning Inc
Connecticut
$271K -$2.26K -60 -0.8%
Toronto Dominion Bank
291
Toronto Dominion Bank
Ontario, Canada
$270K +$218K +5,803 +418%
GCP
292
GSA Capital Partners
United Kingdom
$266K +$266K +7,077 New
CPC
293
Cookson Peirce & Co
Pennsylvania
$266K +$266K +7,090 New
ACA
294
Anchor Capital Advisors
Massachusetts
$256K – – –
CTC
295
Central Trust Company
Missouri
$255K +$222K +5,932 +683%
CSS
296
Cubist Systematic Strategies
Connecticut
$253K -$56.4K -1,504 -18%
Franklin Resources
297
Franklin Resources
California
$251K -$21.3K -566 -8%
MFS
298
MSI Financial Services
Massachusetts
$243K +$20.3K +541 +9%
EOJOAM
299
E. Ohman J:or Asset Management
Sweden
$238K +$97.6K +2,600 +69%
FIM
300
Freedom Investment Management
Connecticut
$238K -$264K -7,041 -53%
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