IRM icon

Iron Mountain
IRM

Overview Fund Activity

336 hedge funds and large institutions have $5.52B invested in Iron Mountain in 2015 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 129 increasing their positions, 110 reducing their positions, and 31 closing their positions.

Holders
336
Holders Change
+14
Holders Change %
+4.35%
% of All Funds
8.82%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.18%
New
49
Increased
129
Reduced
110
Closed
31
Calls
$58.9M
Puts
$17.2M
Net Calls
+$41.7M
Net Calls Change
-$12.1M

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$47.3M
2
Capital International Investors
2
Capital International Investors
California
$297M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$832M
4
CGT
4
Capital Guardian Trust
California
$94.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$66.9M

Top Sellers

1
HCM
1
Highfields Capital Management
Massachusetts
$28.9M
2
Capital World Investors
2
Capital World Investors
California
$598M
3
OCAM
3
Owl Creek Asset Management
New York
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$1.31M
5
WA
5
Wasatch Advisors
Utah
$33.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
301
Penserra Capital Management
California
$29K 1,068 +1,068 New
WEC
302
Winslow Evans & Crocker
Massachusetts
$27.9K 1,032 – –
IWM
303
Integrated Wealth Management
California
$26K 974 +974 New
GLI
304
Guardian Life Insurance
New York
$25K 911 -210 -19%
MCM
305
Manchester Capital Management
Vermont
$25K 922 – –
CTC
306
Central Trust Company
Missouri
$23K 868 – –
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$23K 863 +400 +86%
SC
308
Saturna Capital
Washington
$15K 546 – –
PAIM
309
Punch & Associates Investment Management
Minnesota
$14.4K 534 +534 New
TCOV
310
Trust Company of Vermont
Vermont
$14K 509 – –
JFA
311
JNBA Financial Advisors
Minnesota
$14K 509 – –
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$13.5K 500 -700 -58%
ARMC
313
American Research & Management Company
Massachusetts
$12K 428 – –
PMFA
314
Plante Moran Financial Advisors
Michigan
$10K 368 +304 +475%
CFA
315
CT Financial Advisors
Pennsylvania
$9.75K 361 – –
EWM
316
Endurance Wealth Management
Rhode Island
$9K 321 – –
IA
317
IFP Advisors
Florida
$9K 331 +331 New
PG
318
Patten Group
Tennessee
$7.37K 273 -300 -52%
FCCM
319
First City Capital Management
Georgia
$7.05K 261 – –
BAM
320
Bruderman Asset Management
New York
$7K 267 – –
TRCT
321
Tower Research Capital (TRC)
New York
$7K 286 +286 New
Manulife (Manufacturers Life Insurance)
322
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.36K 198,550 -116,083 -37%
GWM
323
Gupta Wealth Management
California
$3K 98 -347 -78%
QCG
324
Quadrant Capital Group
Ohio
$3K 154 -212 -58%
CBT
325
Central Bank & Trust
Kentucky
$3K 110 – –
11 12
13
14 15