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Iron Mountain
IRM

Overview Fund Activity

412 hedge funds and large institutions have $9.3B invested in Iron Mountain in 2017 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 179 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+23
Holders Change %
+5.91%
% of All Funds
10.29%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
54
Increased
179
Reduced
111
Closed
26
Calls
$15.5M
Puts
$20.2M
Net Calls
-$4.71M
Net Calls Change
-$8.68M

Top Buyers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$49.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$36.3M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$28M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$26.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$25.3M

Top Sellers

1
SF
Schooner Foundation
Massachusetts
-$28.4M
2
SC
Schooner Capital
Florida
-$22.4M
3
Axa
Axa
France
-$17.4M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$17.3M
5
UIC
Uniplan Investment Counsel
Wisconsin
-$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
301
Benjamin F. Edwards & Company
Missouri
$270K +$78 +2 +0%
EFS
302
Essex Financial Services
Connecticut
$267K -$33.7K -865 -11%
MERSOM
303
Municipal Employees' Retirement System of Michigan
Michigan
$266K -$40.5K -1,040 -13%
PNC
304
Park National Corp
Ohio
$265K -$27.4K -703 -9%
CC
305
ClearArc Capital
Ohio
$265K +$30.4K +781 +13%
CHP
306
Cable Hill Partners
Oregon
$262K +$262K +6,730 New
KFC
307
Klingenstein Fields & Co
New York
$260K +$260K +6,696 New
IA
308
IFP Advisors
Florida
$257K -$128K -3,279 -33%
KRSITF
309
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$253K -$9.04K -232 -3%
Creative Planning
310
Creative Planning
Kansas
$251K +$132K +3,402 +112%
EOJOAM
311
E. Ohman J:or Asset Management
Sweden
$247K – – –
Franklin Resources
312
Franklin Resources
California
$244K – – –
CA
313
Commerzbank Aktiengesellschaft
Germany
$241K +$241K +6,197 New
CIM
314
Contravisory Investment Management
Massachusetts
$238K +$238K +6,121 New
AIP
315
Ameritas Investment Partners
Nebraska
$230K – – –
WCM
316
Wallace Capital Management
Texas
$222K +$222K +5,714 New
Susquehanna International Group
317
Susquehanna International Group
Pennsylvania
$222K +$222K +5,717 New
DC
318
Davenport & Co
Virginia
$218K +$218K +5,611 New
ZCA
319
Zeke Capital Advisors
Pennsylvania
$215K +$215K +5,525 New
RCAG
320
Rehmann Capital Advisory Group
Michigan
$213K +$213K +5,478 New
CI
321
Conning Inc
Connecticut
$213K +$213K +5,479 New
MFW
322
Meristem Family Wealth
Minnesota
$212K +$212K +5,459 New
Los Angeles Capital Management
323
Los Angeles Capital Management
California
$211K -$118K -3,030 -36%
WP
324
WealthPLAN Partners
Nebraska
$202K +$202K +5,195 New
MFBTD
325
MB Financial Bank - Trust Department
Illinois
$195K – – –
11 12
13
14 15