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Iron Mountain
IRM

Overview Fund Activity

386 hedge funds and large institutions have $8.59B invested in Iron Mountain in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 198 increasing their positions, 65 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+36
Holders Change %
+10.29%
% of All Funds
10.32%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
68
Increased
198
Reduced
65
Closed
28
Calls
$11.8M
Puts
$19.5M
Net Calls
-$7.77M
Net Calls Change
+$14.5M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.52B
2
Goldman Sachs
2
Goldman Sachs
New York
$117M
3
State Street
3
State Street
Massachusetts
$403M
4
BIT
4
BlackRock Institutional Trust
California
$325M
5
Morgan Stanley
5
Morgan Stanley
New York
$82.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$113M
2
SC
2
Schooner Capital
Florida
$239M
3
RIM
3
RS Investment Management
California
$33.1M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$43.9M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
326
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$110K – – –
JFA
327
JNBA Financial Advisors
Minnesota
$106K +$85.7K +2,144 +421%
VCM
328
Vigilant Capital Management
Maine
$105K – – –
TRCT
329
Tower Research Capital (TRC)
New York
$105K +$81.5K +2,041 +347%
QI
330
QS Investors
New York
$103K – – –
CAL
331
Capital Analysts LLC
Pennsylvania
$83.1K +$837 +21 +1%
AC
332
Alexandria Capital
Virginia
$82K +$82K +2,068 New
ARMT
333
Amica Retiree Medical Trust
Rhode Island
$71K – – –
FIM
334
Foresters Investment Management
New York
$67K +$67K +1,682 New
PCM
335
Penserra Capital Management
California
$64K +$12.7K +318 +25%
WTB
336
Washington Trust Bank
Washington
$64K +$16.6K +415 +35%
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$63K +$28.1K +697 +81%
PAIA
338
Park Avenue Institutional Advisers
New York
$61K +$12.4K +309 +26%
ASN
339
Advisory Services Network
Georgia
$59K +$3.95K +99 +7%
Creative Planning
340
Creative Planning
Kansas
$55K -$7.81K -196 -12%
Toronto Dominion Bank
341
Toronto Dominion Bank
Ontario, Canada
$55K -$5.75K -145 -9%
AssetMark Inc
342
AssetMark Inc
California
$50K -$5.89K -147 -11%
WT
343
Whittier Trust
California
$48K – – –
CG
344
Cutler Group
California
$45K -$927K -23,366 -95%
NYLT
345
New York Life Trust
New York
$42K +$16.7K +419 +66%
WEC
346
Winslow Evans & Crocker
Massachusetts
$41.1K – – –
BIG
347
Bellwether Investment Group
Tennessee
$40K +$40K +994 New
IWM
348
Integrated Wealth Management
California
$39K – – –
HNB
349
Huntington National Bank
Ohio
$36K -$12.3K -308 -25%
GLI
350
Guardian Life Insurance
New York
$36K +$7.69K +193 +27%
12 13
14
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