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Iron Mountain
IRM

Overview Fund Activity

338 hedge funds and large institutions have $4.79B invested in Iron Mountain in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 123 reducing their positions, and 38 closing their positions.

Holders
338
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
10.96%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
41
Increased
123
Reduced
123
Closed
38
Calls
$217M
Puts
$43.2M
Net Calls
+$174M
Net Calls Change
-$16.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$213M
2
BC
2
Brookfield Corp
Ontario, Canada
$111M
3
WA
3
Wasatch Advisors
Utah
$50.6M
4
State Street
4
State Street
Massachusetts
$223M
5
Citadel Advisors
5
Citadel Advisors
Florida
$48.8M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$518M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$23.9M
3
Jennison Associates
3
Jennison Associates
New York
$89.6M
4
JHIU
4
Janus Henderson Investors US
Colorado
$27.5M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$4.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
326
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.6K +$176 +7,055 +2%
EFSCE
327
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$8K +324 New
TFA
328
Transamerica Financial Advisors
Florida
$7K – – –
GGPS
329
Gary Goldberg Planning Services
New York
$7K – – –
EWM
330
Evercore Wealth Management
New York
$6K – – –
BFEC
331
Benjamin F. Edwards & Company
Missouri
$6K +$24 +1 +0.4%
NC
332
NewSquare Capital
Pennsylvania
$5K +$5K +198 New
PTC
333
Private Trust Company
Ohio
$4K -$533 -24 -12%
First Manhattan
334
First Manhattan
New York
$4K – – –
Victory Capital Management
335
Victory Capital Management
Texas
$4K +$4K +197 New
CBT
336
Central Bank & Trust
Kentucky
$3K +$3K +108 New
1IC
337
1919 Investment Counsel
Maryland
$2K +$2K +49 New
EWM
338
Elite Wealth Management
Washington
$1K +$1K +32 New
EAM
339
Eagle Asset Management
Florida
– -$12.5M -508,878 Closed
JCI
340
Jet Capital Investors
New York
– -$4.52M -183,940 Closed
DCM
341
Dynamic Capital Management
Jersey
– -$4.39M -178,559 Closed
CAM
342
Congress Asset Management
Massachusetts
– -$3.82M -155,481 Closed
Hudson Bay Capital Management
343
Hudson Bay Capital Management
Connecticut
– -$2.4M -97,380 Closed
AAMU
344
Amundi Asset Management US
Massachusetts
– -$2.14M -87,101 Closed
First Eagle Investment Management
345
First Eagle Investment Management
New York
– -$1.33M -54,100 Closed
AAIM
346
American Assets Investment Management
California
– -$1.2M -48,690 Closed
B
347
Baird
Wisconsin
– -$1.11M -45,151 Closed
HK
348
Horizon Kinetics
New York
– -$1.08M -43,763 Closed
GCT
349
Galaxy Capital Trading
British Virgin Islands
– -$1.04M -42,306 Closed
MF
350
Magnetar Financial
Illinois
– -$958K -38,942 Closed
12 13
14
15 16