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Iron Mountain
IRM

Overview Fund Activity

381 hedge funds and large institutions have $8.1B invested in Iron Mountain in 2016 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 163 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-5
Holders Change %
-1.3%
% of All Funds
10.18%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.24%
New
37
Increased
163
Reduced
115
Closed
35
Calls
$12.8M
Puts
$11.6M
Net Calls
+$1.22M
Net Calls Change
+$8.98M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.58B
2
Capital World Investors
2
Capital World Investors
California
$970M
3
JHIU
3
Janus Henderson Investors US
Colorado
$75.1M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$37.4M
5
RC
5
Resolution Capital
Australia
$47.7M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$220M
2
Macquarie Group
2
Macquarie Group
Australia
$1.65M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.25M
4
Parnassus Investments
4
Parnassus Investments
California
$399M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$4.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSV
301
MN Services Vermogensbeheer
Netherlands
$238K – – –
HPC
302
HM Payson & Co
Maine
$237K -$50.9K -1,353 -18%
OMCS
303
Old Mutual Customised Solutions
South Africa
$232K -$56.3K -1,500 -20%
MIP
304
Marietta Investment Partners
Wisconsin
$232K +$232K +6,180 New
CC
305
ClearArc Capital
Ohio
$225K +$6.94K +185 +3%
AIP
306
Ameritas Investment Partners
Nebraska
$220K +$220K +5,853 New
WCM
307
Wallace Capital Management
Texas
$215K -$3.39K -90 -2%
FAAS
308
First Allied Advisory Services
California
$208K +$14.4K +384 +7%
PI
309
Putnam Investments
Massachusetts
$204K -$955K -25,400 -82%
AG
310
Advisor Group
Arizona
$204K +$59.4K +1,578 +41%
Federated Hermes
311
Federated Hermes
Pennsylvania
$194K -$257K -6,851 -57%
CII
312
Capital International Inc
California
$192K – – –
WP
313
WealthPLAN Partners
Nebraska
$184K -$290K -8,187 -61%
SAM
314
Solaris Asset Management
New York
$148K +$148K +3,952 New
IOOF
315
Independent Order of Foresters
Ontario, Canada
$135K -$226K -6,000 -63%
Pacer Advisors
316
Pacer Advisors
Pennsylvania
$134K -$606K -16,122 -82%
BFEC
317
Benjamin F. Edwards & Company
Missouri
$133K +$75 +2 +0.1%
CI
318
Cooper Investors
Australia
$119K – – –
ST
319
Smithfield Trust
Pennsylvania
$114K – – –
Lazard Asset Management
320
Lazard Asset Management
New York
$106K -$15.4M -412,181 -99%
QI
321
QS Investors
New York
$106K +$8.66K +231 +9%
LWCFA
322
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$104K – – –
VCM
323
Vigilant Capital Management
Maine
$98K – – –
PCM
324
Penserra Capital Management
California
$93K +$33.4K +897 +56%
Creative Planning
325
Creative Planning
Kansas
$93K +$41.2K +1,098 +80%
11 12
13
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