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Iron Mountain
IRM

Overview Fund Activity

485 hedge funds and large institutions have $8.25B invested in Iron Mountain in 2018 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 175 increasing their positions, 161 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-16
Holders Change %
-3.19%
% of All Funds
10.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
57
Increased
175
Reduced
161
Closed
64
Calls
$33.9M
Puts
$42.9M
Net Calls
-$8.98M
Net Calls Change
+$15.9M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$356M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$127M
3
Deutsche Bank
3
Deutsche Bank
Germany
$88.6M
4
Stifel Financial
4
Stifel Financial
Missouri
$62.9M
5
Invesco
5
Invesco
Georgia
$149M

Top Sellers

1
Parnassus Investments
1
Parnassus Investments
California
$309M
2
MP
2
Makaira Partners
California
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$147M
4
H
4
Hexavest
Quebec, Canada
$0
5
Capital World Investors
5
Capital World Investors
California
$1.09B
Name Holding Trade Value Shares
Change 		Shares
Change %
EOJOAM
301
E. Ohman J:or Asset Management
Sweden
$349K -$16.2K -500 -4%
MC
302
Moors & Cabot
Massachusetts
$346K -$117K -3,628 -25%
TYCC
303
Texas Yale Capital Corp
Florida
$333K +$8.91K +275 +3%
Baird Financial Group
304
Baird Financial Group
Wisconsin
$325K +$27.2K +840 +9%
SWM
305
Stockman Wealth Management
Montana
$324K – – –
DILIC
306
Dai-ichi Life Insurance Company
Japan
$307K – – –
VNB
307
Virginia National Bank
Virginia
$307K – – –
AI
308
Atria Investments
North Carolina
$305K +$79.6K +2,458 +35%
IA
309
IFP Advisors
Florida
$301K -$2.33K -72 -0.8%
ZAM
310
Zevin Asset Management
Massachusetts
$298K – – –
AIM
311
Anchor Investment Management
South Carolina
$288K -$3.24K -100 -1%
RCA
312
Rowland Carmichael Advisors
Arizona
$287K +$287K +8,853 New
MA
313
Mutual Advisors
Nebraska
$285K +$29.2K +900 +11%
Creative Planning
314
Creative Planning
Kansas
$284K +$59.8K +1,841 +27%
SYBT
315
Stock Yards Bank & Trust
Kentucky
$277K – – –
SSWM
316
Sheets Smith Wealth Management
North Carolina
$276K – – –
Mackenzie Financial
317
Mackenzie Financial
Ontario, Canada
$276K +$15.4K +473 +6%
Pacer Advisors
318
Pacer Advisors
Pennsylvania
$274K -$301K -9,269 -52%
PGA
319
Portland Global Advisors
Maine
$273K -$117K -3,599 -30%
CTC
320
Central Trust Company
Missouri
$267K – – –
CI
321
Cigna Investments
Connecticut
$267K +$1.33K +41 +0.5%
ACA
322
Anchor Capital Advisors
Massachusetts
$262K -$19.1K -590 -7%
VF
323
Virtu Financial
New York
$258K +$258K +7,957 New
WKWM
324
Walter & Keenan Wealth Management
Indiana
$256K – – –
CA
325
Cetera Advisors
Colorado
$254K -$101K -3,121 -28%
11 12
13
14 15