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Iron Mountain
IRM

Overview Fund Activity

339 hedge funds and large institutions have $7.43B invested in Iron Mountain in 2014 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 215 increasing their positions, 70 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
9.05%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
54
Increased
215
Reduced
70
Closed
52
Calls
$16.2M
Puts
$49.7M
Net Calls
-$33.5M
Net Calls Change
+$3.17M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.02B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$136M
3
Victory Capital Management
3
Victory Capital Management
Texas
$96.2M
4
Capital World Investors
4
Capital World Investors
California
$964M
5
Parnassus Investments
5
Parnassus Investments
California
$408M

Top Sellers

1
HCM
1
Highfields Capital Management
Massachusetts
$247M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$78.3M
3
BC
3
Brookfield Corp
Ontario, Canada
$59.4M
4
Invesco
4
Invesco
Georgia
$28.4M
5
EM
5
Elliott Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GLI
301
Guardian Life Insurance
New York
$41K +$3.34K +86 +9%
WEC
302
Winslow Evans & Crocker
Massachusetts
$39.9K +$2.71K +70 +7%
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$38K +$17.1K +441 +82%
CTC
304
Central Trust Company
Missouri
$34K +$2.66K +68 +9%
EFSCE
305
Enterprise Financial Services Corp (EFSC)
Missouri
$32K +$2.14K +55 +7%
HNB
306
Huntington National Bank
Ohio
$32K +$32K +820 New
LS
307
Lupo Securities
Illinois
$29.7K +$29.7K +767 New
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$27K +$3.38K +88 +14%
Royal London Asset Management
309
Royal London Asset Management
United Kingdom
$22.4K +$6.07K +15,327 +37%
SC
310
Saturna Capital
Washington
$21K +$1.92K +50 +10%
JFA
311
JNBA Financial Advisors
Minnesota
$20K +$1.34K +34 +7%
TCOV
312
Trust Company of Vermont
Vermont
$20K +$1.34K +34 +7%
WTB
313
Washington Trust Bank
Washington
$20K +$1.81K +46 +10%
MAM
314
Mizuho Asset Management
Japan
$18K +$1.19K +31 +7%
TCM
315
Tradewinds Capital Management
Washington
$15K +$1K +26 +7%
RNS
316
Robert N. Shapiro
$14K -$1.5K -35 -10%
CFA
317
CT Financial Advisors
Pennsylvania
$14K +$14K +361 New
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$13K +$857 +23 +7%
NPC
319
National Planning Corporation
California
$12.6K +$12.6K +318 New
Manulife (Manufacturers Life Insurance)
320
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.1K +$1.15K +29,686 +10%
IMS
321
Index Management Solutions
Pennsylvania
$12K -$54.2K -1,374 -82%
FCCM
322
First City Capital Management
Georgia
$10.1K +$657 +17 +7%
VAM
323
Visionary Asset Management
Texas
$10K -$3.06M -80,239 -100%
EWM
324
Evercore Wealth Management
New York
$9K +$590 +16 +7%
NYLT
325
New York Life Trust
New York
$9K +$9K +231 New
11 12
13
14 15