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Iron Mountain
IRM

Overview Fund Activity

473 hedge funds and large institutions have $8.26B invested in Iron Mountain in 2018 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 181 increasing their positions, 154 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
10.86%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.11%
New
74
Increased
181
Reduced
154
Closed
72
Calls
$21.9M
Puts
$20.2M
Net Calls
+$1.74M
Net Calls Change
+$14.7M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$122M
2
Cohen & Steers
Cohen & Steers
New York
+$64.6M
3
Capital World Investors
Capital World Investors
California
+$36.5M
4
Parnassus Investments
Parnassus Investments
California
+$24.7M
5
Millennium Management
Millennium Management
New York
+$22M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$125M
2
ZP
Zimmer Partners
New York
-$95.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$93M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$65.5M
5
UIC
Uniplan Investment Counsel
Wisconsin
-$54.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SYBT
326
Stock Yards Bank & Trust
Kentucky
$285K +$285K +8,697 New
CI
327
Capital International
California
$283K – – –
BHWM
328
Bar Harbor Wealth Management
New Hampshire
$282K – – –
ERSOT
329
Employees Retirement System of Texas
Texas
$281K -$3.55M -107,827 -93%
SPC
330
Sigma Planning Corp
Michigan
$277K -$2.96K -90 -1%
PFC
331
Phocas Financial Corp
California
$275K -$2.1K -64 -0.8%
Canada Pension Plan Investment Board
332
Canada Pension Plan Investment Board
Ontario, Canada
$262K +$173K +5,267 +194%
EFS
333
Essex Financial Services
Connecticut
$261K +$35.8K +1,088 +16%
YMRC
334
Yorktown Management & Research Company
Virginia
$260K – – –
MA
335
Mutual Advisors
Nebraska
$259K +$10.8K +330 +4%
PFGIA
336
Patriot Financial Group Insurance Agency
Massachusetts
$259K +$259K +8,000 New
EOJOAM
337
E. Ohman J:or Asset Management
Sweden
$251K – – –
SSWM
338
Sheets Smith Wealth Management
North Carolina
$247K +$247K +7,515 New
PAM
339
Pegasus Asset Management
New York
$247K +$247K +7,520 New
AAM
340
American Asset Management
Florida
$245K +$245K +7,450 New
NIM
341
Northeast Investment Management
Massachusetts
$242K – – –
FC
342
FCA Corp
Texas
$237K +$237K +7,200 New
CC
343
ClearArc Capital
Ohio
$236K +$12.2K +370 +5%
BCM
344
Bayesian Capital Management
New York
$233K +$233K +7,100 New
Lazard Asset Management
345
Lazard Asset Management
New York
$230K -$13.1K -400 -5%
ICA
346
Infrastructure Capital Advisors
New York
$226K – – –
BTS
347
BB&T Securities
Virginia
$222K -$42.5K -1,296 -16%
CAM
348
Columbia Asset Management
Michigan
$219K +$219K +6,650 New
WP
349
WealthPLAN Partners
Nebraska
$215K +$215K +6,548 New
CA
350
Cynosure Advisors
Utah
$214K -$265K -8,073 -55%
12 13
14
15 16