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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
$262M
2
Capital World Investors
Capital World Investors
California
$727M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$482M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$49.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$56M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
2
OCAM
Owl Creek Asset Management
New York
$28M
3
Goldman Sachs
Goldman Sachs
New York
$16.7M
4
JHIU
Janus Henderson Investors US
Colorado
$24.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
301
Endurance Wealth Management
Rhode Island
$10K – – –
QCG
302
Quadrant Capital Group
Ohio
$10K +$546 +20 +6%
AssetMark Inc
303
AssetMark Inc
California
$10K +$2.13K +70 +27%
Loomis, Sayles & Company
304
Loomis, Sayles & Company
Massachusetts
$10K +$10K +330 New
Manulife (Manufacturers Life Insurance)
305
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.76K +$238 +7,667 +2%
NSIM
306
North Star Investment Management
Illinois
$9K -$60 -2 -0.7%
FCCM
307
First City Capital Management
Georgia
$8.1K +$8.1K +261 New
BAM
308
Bruderman Asset Management
New York
$8K – – –
VIA
309
Vident Investment Advisory
Georgia
$4K -$20.4K -705 -84%
CAW
310
Cornerstone Advisors (Washington)
Washington
$4K -$806 -26 -17%
TSU
311
TD Securities (USA)
New York
$3K -$2.07M -75,784 -100%
CF
312
CenterStar Fund
Illinois
$3K – – –
WTB
313
Washington Trust Bank
Washington
$3K – – –
FQ
314
First Quadrant
California
$3K – – –
OSAM
315
O'Shaughnessy Asset Management
Connecticut
$3K – – –
CBT
316
Central Bank & Trust
Kentucky
$3K – – –
TFO
317
Tarbox Family Office
California
$2K +$1.03K +30 +107%
PMFA
318
Plante Moran Financial Advisors
Michigan
$2K +$2K +64 New
FAM
319
Formidable Asset Management
Ohio
$2K +$2K +75 New
Twin Tree Management
320
Twin Tree Management
Texas
$1K -$14.3K -458 -93%
GI
321
Gradient Investments
Minnesota
$1K – – –
ZB
322
Zions Bancorporation
Utah
$1K +$1K +42 New
Nuveen Asset Management
323
Nuveen Asset Management
Illinois
$393 -$471 -15,200 -55%
Massachusetts Financial Services
324
Massachusetts Financial Services
Massachusetts
– -$95.8M -3,088,933 Closed
MP
325
Manikay Partners
New York
– -$11.5M -370,800 Closed
11 12
13
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