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Iron Mountain
IRM

Overview Fund Activity

352 hedge funds and large institutions have $6.28B invested in Iron Mountain in 2015 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 118 increasing their positions, 135 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+6
Holders Change %
+1.73%
% of All Funds
9.49%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.24%
New
49
Increased
118
Reduced
135
Closed
40
Calls
$65.7M
Puts
$8.47M
Net Calls
+$57.3M
Net Calls Change
+$44.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$403M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$51M
3
MP
3
Makaira Partners
California
$67.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$908M
5
EIP
5
Epoch Investment Partners
New York
$146M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$3.27M
2
Capital World Investors
2
Capital World Investors
California
$620M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.99M
4
CC
4
Cannell & Co
New York
$0
5
OCAM
5
Owl Creek Asset Management
New York
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRS
326
Invictus RG (Singapore)
Singapore
$17K -$64.5K -2,137 -79%
SC
327
Saturna Capital
Washington
$17K – – –
JFA
328
JNBA Financial Advisors
Minnesota
$16K – – –
TCOV
329
Trust Company of Vermont
Vermont
$16K – – –
Twin Tree Management
330
Twin Tree Management
Texas
$15K -$108K -3,536 -88%
GWM
331
Gupta Wealth Management
California
$15K +$1.84K +60 +14%
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$14K – – –
ARMC
333
American Research & Management Company
Massachusetts
$13K – – –
TCM
334
Tradewinds Capital Management
Washington
$12K – – –
CFA
335
CT Financial Advisors
Pennsylvania
$11.2K – – –
EWM
336
Endurance Wealth Management
Rhode Island
$10K +$10K +321 New
QCG
337
Quadrant Capital Group
Ohio
$10K +$10K +346 New
Manulife (Manufacturers Life Insurance)
338
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.52K -$18 -584 -0.2%
NSIM
339
North Star Investment Management
Illinois
$9K – – –
BAM
340
Bruderman Asset Management
New York
$8K – – –
AssetMark Inc
341
AssetMark Inc
California
$8K +$8K +258 New
CAW
342
Cornerstone Advisors (Washington)
Washington
$5K -$55.2K -1,710 -92%
FQ
343
First Quadrant
California
$3K -$6.75K -207 -69%
OSAM
344
O'Shaughnessy Asset Management
Connecticut
$3K – – –
CBT
345
Central Bank & Trust
Kentucky
$3K – – –
WTB
346
Washington Trust Bank
Washington
$3K +$3K +108 New
GI
347
Gradient Investments
Minnesota
$1K – – –
TFO
348
Tarbox Family Office
California
$1K – – –
Nuveen Asset Management
349
Nuveen Asset Management
Illinois
$864 +$130 +4,200 +18%
GWA
350
Genesis Wealth Advisors
Massachusetts
$465 – – –
12 13
14
15 16