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Iron Mountain
IRM

Overview Fund Activity

337 hedge funds and large institutions have $5.55B invested in Iron Mountain in 2013 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 109 increasing their positions, 126 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
9.79%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
47
Increased
109
Reduced
126
Closed
47
Calls
$146M
Puts
$250M
Net Calls
-$104M
Net Calls Change
-$279M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$636M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$106M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$283M
4
Capital International Investors
Capital International Investors
California
$97.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$148M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$20.7M
2
Capital Research Global Investors
Capital Research Global Investors
California
$0
3
State Street
State Street
Massachusetts
$214M
4
JHIU
Janus Henderson Investors US
Colorado
$577K
5
Jennison Associates
Jennison Associates
New York
$75.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
301
BlackRock Advisors
Delaware
$62K – – –
MFS
302
MSI Financial Services
Massachusetts
$58K +$11.2K +401 +24%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$49K +$10.5K +375 +27%
GIS
304
Guardian Investor Services
New York
$41K +$556 +20 +1%
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$36.4K +$36.4K +1,298 New
MCM
306
Manchester Capital Management
Vermont
$32K -$142 -5 -0.4%
AAM
307
Advisors Asset Management
Colorado
$30K – – –
GLI
308
Guardian Life Insurance
New York
$29K -$31.7K -1,134 -52%
DekaBank Deutsche Girozentrale
309
DekaBank Deutsche Girozentrale
Germany
$25K – – –
SAMC
310
Shinko Asset Management Company
Japan
$24K – – –
WT
311
Whittier Trust
California
$24K – – –
Creative Planning
312
Creative Planning
Kansas
$19K +$2.75K +100 +17%
ARMC
313
American Research & Management Company
Massachusetts
$18K – – –
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$18K +$978 +34 +6%
SC
315
Saturna Capital
Washington
$15K – – –
JFA
316
JNBA Financial Advisors
Minnesota
$15K – – –
MAM
317
Mizuho Asset Management
Japan
$13K – – –
WRM
318
Westport Resources Management
Connecticut
$12K – – –
CFA
319
Camarda Financial Advisors
Florida
$12K +$12K +410 New
M&T Bank
320
M&T Bank
New York
$11K – – –
TCM
321
Tradewinds Capital Management
Washington
$11K +$11K +394 New
FMII
322
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
AC
323
Alexandria Capital
Virginia
$10K – – –
Manulife (Manufacturers Life Insurance)
324
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.36K -$1.31K -46,655 -14%
GGPS
325
Gary Goldberg Planning Services
New York
$8K – – –
11 12
13
14 15