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Iron Mountain
IRM

Overview Fund Activity

475 hedge funds and large institutions have $9.63B invested in Iron Mountain in 2017 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 197 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
+63
Holders Change %
+15.29%
% of All Funds
10.79%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
88
Increased
197
Reduced
110
Closed
24
Calls
$21.2M
Puts
$34.2M
Net Calls
-$13M
Net Calls Change
-$8.25M

Top Buyers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$207M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$267M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.8B
4
ZP
Zimmer Partners
New York
$95.4M
5
Deutsche Bank
Deutsche Bank
Germany
$85.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.13B
2
Capital International Investors
Capital International Investors
California
$422M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$17.5M
4
SF
Schooner Foundation
Massachusetts
$54.2M
5
SC
Schooner Capital
Florida
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
301
Washington Trust Bank
Washington
$438K +$72.8K +1,934 +20%
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$425K – – –
LIA
303
LS Investment Advisors
Michigan
$422K -$1.13K -30 -0.3%
AAM
304
Aureus Asset Management
Massachusetts
$416K +$82.3K +2,180 +25%
WG
305
Winton Group
United Kingdom
$412K -$408K -10,824 -50%
W
306
Wealthfront
California
$402K +$79.1K +2,096 +24%
LMGAM
307
Liberty Mutual Group Asset Management
Massachusetts
$398K +$22.3K +591 +6%
CI
308
Cigna Investments
Connecticut
$390K +$37.3K +990 +11%
VI
309
Versor Investments
New York
$389K +$389K +10,307 New
CAM
310
Concorde Asset Management
Michigan
$387K -$27.9K -739 -7%
BNP Paribas Asset Management
311
BNP Paribas Asset Management
France
$384K +$33.2K +880 +9%
SS
312
Simplicity Solutions
Minnesota
$381K +$20.2K +535 +6%
KIA
313
KCM Investment Advisors
California
$374K +$374K +9,912 New
CIAS
314
Capital Investment Advisory Services
North Carolina
$373K +$37.9K +1,003 +11%
APFBOT
315
Amica Pension Fund Board of Trustees
Rhode Island
$363K – – –
II
316
IFM Investors
Australia
$358K – – –
DILIC
317
Dai-ichi Life Insurance Company
Japan
$357K – – –
AFNAS
318
American Financial Network Advisory Services
California
$351K -$83.9K -2,228 -19%
MML Investors Services
319
MML Investors Services
Massachusetts
$350K +$49.7K +1,318 +17%
AC
320
Athos Capital
Hong Kong
$348K – – –
RCM
321
Riverhead Capital Management
Delaware
$346K -$26K -689 -7%
MAM
322
Mastrapasqua Asset Management
Tennessee
$341K +$6.8K +180 +2%
VNA
323
VNBTrust National Association
Virginia
$337K – – –
RB
324
Rodgers Brothers
Pennsylvania
$328K +$328K +8,700 New
CI
325
Capital International
California
$325K – – –
11 12
13
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