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Iron Mountain
IRM

Overview Fund Activity

485 hedge funds and large institutions have $8.25B invested in Iron Mountain in 2018 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 175 increasing their positions, 161 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-16
Holders Change %
-3.19%
% of All Funds
10.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
57
Increased
175
Reduced
161
Closed
64
Calls
$33.9M
Puts
$42.9M
Net Calls
-$8.98M
Net Calls Change
+$15.9M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$356M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$127M
3
Deutsche Bank
Deutsche Bank
Germany
$88.6M
4
Stifel Financial
Stifel Financial
Missouri
$62.9M
5
Invesco
Invesco
Georgia
$149M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
$309M
2
MP
Makaira Partners
California
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$147M
4
H
Hexavest
Quebec, Canada
$0
5
Capital World Investors
Capital World Investors
California
$1.09B
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAMS
326
Lombard Odier Asset Management (Switzerland)
Switzerland
$254K +$254K +7,825 New
MERSOM
327
Municipal Employees' Retirement System of Michigan
Michigan
$249K +$249K +7,680 New
AAM
328
American Asset Management
Florida
$248K – – –
RBFC
329
Roman Butler Fullerton & Co
Missouri
$245K +$245K +7,051 New
ERSOT
330
Employees Retirement System of Texas
Texas
$244K – – –
PAM
331
Pegasus Asset Management
New York
$239K -$8.25K -255 -3%
NIM
332
Northeast Investment Management
Massachusetts
$239K – – –
MAFM
333
Mid Atlantic Financial Management
Pennsylvania
$239K +$239K +7,382 New
EFS
334
Essex Financial Services
Connecticut
$235K -$9.04K -279 -4%
FC
335
FCA Corp
Texas
$233K – – –
WT
336
Washington Trust
Rhode Island
$230K +$230K +7,095 New
CCM
337
Cadence Capital Management
Massachusetts
$229K -$248K -7,641 -52%
Wellington Management Group
338
Wellington Management Group
Massachusetts
$229K +$19.8K +611 +9%
FAAS
339
First Allied Advisory Services
California
$228K +$228K +7,137 New
SPI
340
Santori & Peters Inc
Pennsylvania
$227K +$227K +7,005 New
AWA
341
Arete Wealth Advisors
Illinois
$225K -$292K -9,024 -56%
Nomura Holdings
342
Nomura Holdings
Japan
$217K -$1.13M -35,047 -84%
WP
343
WealthPLAN Partners
Nebraska
$214K +$214K +6,103 New
CB
344
Chemical Bank
Michigan
$213K – – –
RFM
345
Royal Fund Management
Florida
$212K +$3.11K +96 +1%
NAM
346
NTV Asset Management
West Virginia
$211K – – –
KFC
347
Klingenstein Fields & Co
New York
$207K -$12.4K -383 -6%
EVM
348
Eaton Vance Management
Massachusetts
$205K +$205K +6,325 New
CHP
349
Cable Hill Partners
Oregon
$202K – – –
ED
350
Exane Derivatives
France
$199K +$199K +6,129 New
12 13
14
15 16