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Iron Mountain
IRM

Overview Fund Activity

339 hedge funds and large institutions have $7.43B invested in Iron Mountain in 2014 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 215 increasing their positions, 70 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
9.05%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
54
Increased
215
Reduced
70
Closed
52
Calls
$16.2M
Puts
$49.7M
Net Calls
-$33.5M
Net Calls Change
+$3.17M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.02B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$136M
3
Victory Capital Management
3
Victory Capital Management
Texas
$96.2M
4
Capital World Investors
4
Capital World Investors
California
$964M
5
Parnassus Investments
5
Parnassus Investments
California
$408M

Top Sellers

1
HCM
1
Highfields Capital Management
Massachusetts
$247M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$78.3M
3
BC
3
Brookfield Corp
Ontario, Canada
$59.4M
4
Invesco
4
Invesco
Georgia
$28.4M
5
EM
5
Elliott Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
326
Virtus Fund Advisers
Connecticut
$8K +$734 +20 +10%
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$4K -$374K -10,089 -99%
BFEC
328
Benjamin F. Edwards & Company
Missouri
$4K -$854 -22 -18%
BPBT
329
Boston Private Bank & Trust
Massachusetts
$4K +$269 +7 +7%
CBT
330
Central Bank & Trust
Kentucky
$4K +$364 +10 +10%
RMAM
331
Raab & Moskowitz Asset Management
New Jersey
$4K +$4K +100 New
ASN
332
Advisory Services Network
Georgia
$3K +$3K +64 New
NG
333
NatWest Group
United Kingdom
$1.18K +$80 +2,057 +7%
FHA
334
First Horizon Advisors
Tennessee
$1K -$19.7K -629 -95%
TFO
335
Tarbox Family Office
California
$1K +$71 +2 +8%
GI
336
Gradient Investments
Minnesota
$1K +$83 +2 +9%
WIL
337
Winifred I. Li
$1K +$706 +12 +240%
GWA
338
Genesis Wealth Advisors
Massachusetts
$547 +$547 +15 New
RC
339
RegentAtlantic Capital
New Jersey
$469 +$469 +13 New
EM
340
Elliott Management
New York
– -$52.3M -1,600,643 Closed
AA
341
ALPS Advisors
Colorado
– -$15.8M -485,334 Closed
Sumitomo Mitsui Trust Group
342
Sumitomo Mitsui Trust Group
Japan
– -$15.4M -471,028 Closed
California Public Employees Retirement System
343
California Public Employees Retirement System
California
– -$14.8M -452,609 Closed
CS
344
Credit Suisse
Switzerland
– -$14.8M -452,045 Closed
LCG
345
Luxor Capital Group
New York
– -$13.7M -421,064 Closed
Jane Street
346
Jane Street
New York
– -$9.88M -302,500 Closed
VCM
347
V3 Capital Management
Texas
– -$9.68M -296,461 Closed
Nomura Holdings
348
Nomura Holdings
Japan
– -$8.23M -253,021 Closed
AWCI
349
Alpine Woods Capital Investors
New York
– -$7.38M -226,000 Closed
Tudor Investment Corp
350
Tudor Investment Corp
Connecticut
– -$6.99M -214,027 Closed
12 13
14
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