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Iron Mountain
IRM

Overview Fund Activity

350 hedge funds and large institutions have $6.86B invested in Iron Mountain in 2016 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 132 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+14
Holders Change %
+4.17%
% of All Funds
9.34%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.29%
New
48
Increased
120
Reduced
132
Closed
32
Calls
$10.9M
Puts
$33.2M
Net Calls
-$22.3M
Net Calls Change
-$64M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$448M
2
Capital World Investors
2
Capital World Investors
California
$815M
3
Invesco
3
Invesco
Georgia
$60.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.07B
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$81.8M

Top Sellers

1
HCM
1
Highfields Capital Management
Massachusetts
$0
2
RRAM
2
River Road Asset Management
Kentucky
$120M
3
WA
3
Wasatch Advisors
Utah
$20.4M
4
CC
4
Colrain Capital
Massachusetts
$16.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
326
Bruderman Asset Management
New York
$9K – – –
WAM
327
Wealthspire Advisors (Maryland)
Maryland
$9K +$4.84K +144 +116%
FCCM
328
First City Capital Management
Georgia
$8.85K – – –
Parallax Volatility Advisers
329
Parallax Volatility Advisers
California
$5K +$5K +142 New
CBT
330
Central Bank & Trust
Kentucky
$4K – – –
GWM
331
Gupta Wealth Management
California
$3K – – –
CAW
332
Cornerstone Advisors (Washington)
Washington
$3K +$3K +78 New
PMFA
333
Plante Moran Financial Advisors
Michigan
$2K -$11.1K -312 -85%
Twin Tree Management
334
Twin Tree Management
Texas
$2K +$2K +47 New
RWA
335
Ropes Wealth Advisors
Massachusetts
$2K +$2K +50 New
ZB
336
Zions Bancorporation
Utah
$2K +$2K +66 New
GAM
337
Gemmer Asset Management
California
$2K +$2K +67 New
FANJ
338
Financial Architects (New Jersey)
New Jersey
$2K +$2K +67 New
PIA
339
Piedmont Investment Advisors
North Carolina
$1.73K +$102 +3 +6%
TFO
340
Tarbox Family Office
California
$1K -$828 -24 -45%
GI
341
Gradient Investments
Minnesota
$1K – – –
TSU
342
TD Securities (USA)
New York
$1K – – –
PFBT
343
Parkside Financial Bank & Trust
Missouri
$1K +$1K +20 New
AA
344
Apriem Advisors
California
$1K +$1K +42 New
GT
345
Glenmede Trust
Pennsylvania
$1K +$1K +46 New
SWA
346
Sutton Wealth Advisors
Florida
$543 +$543 +16 New
Nuveen Asset Management
347
Nuveen Asset Management
Illinois
$415 – – –
PCM
348
Penserra Capital Management
California
$43 +$7 +216 +20%
EWM
349
Endurance Wealth Management
Rhode Island
$11 – – –
HCM
350
Highfields Capital Management
Massachusetts
– -$28.9M -1,069,868 Closed
12 13
14
15 16