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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 %
Public Sector Pension Investment Board (PSP Investments)
276
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$552K – – –
SI
277
Stephens Inc
Arkansas
$536K +$191K +5,439 +55%
WBC
278
Westpac Banking Corp
Australia
$534K – – –
CS
279
Credential Securities
$521K +$188K +5,356 +56%
PAM
280
Panagora Asset Management
Massachusetts
$521K +$179K +5,104 +52%
BMO
281
Beck Mack & Oliver
New York
$520K -$17.5K -500 -3%
Robeco Institutional Asset Management
282
Robeco Institutional Asset Management
Netherlands
$515K – – –
GC
283
Grace Capital
Massachusetts
$514K +$514K +14,670 New
SAM
284
Shell Asset Management
Netherlands
$508K +$31.5K +899 +7%
NIMI
285
Natixis Investment Managers International
France
$501K +$501K +14,309 New
II
286
IFM Investors
Australia
$496K +$127K +3,623 +34%
WHG
287
Westwood Holdings Group
Texas
$483K +$38.9K +1,110 +9%
CAN
288
Cetera Advisor Networks
California
$471K +$163K +4,604 +53%
GIA
289
Gateway Investment Advisers
Ohio
$449K -$45.8K -1,309 -9%
AHC
290
Adell Harriman & Carpenter
Texas
$448K -$73.5K -2,100 -14%
FWIA
291
Fort Washington Investment Advisors
Ohio
$445K -$10.5K -300 -2%
CA
292
Cetera Advisors
Colorado
$441K -$17.4K -499 -4%
PT
293
Plimoth Trust
Massachusetts
$433K – – –
VI
294
Versor Investments
New York
$431K -$217K -6,200 -34%
SS
295
Simplicity Solutions
Minnesota
$431K +$13.1K +373 +3%
CTC
296
Central Trust Company
Missouri
$430K +$52.2K +1,490 +14%
LIA
297
LS Investment Advisors
Michigan
$425K -$25K -713 -6%
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$424K – – –
PCM
299
Princeton Capital Management
New Jersey
$424K – – –
MC
300
Moors & Cabot
Massachusetts
$419K -$52.4K -1,499 -11%
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12
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