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Iron Mountain
IRM

Overview Fund Activity

338 hedge funds and large institutions have $4.79B invested in Iron Mountain in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 123 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
10.96%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
41
Increased
123
Reduced
123
Closed
38
Calls
$217M
Puts
$43.2M
Net Calls
+$174M
Net Calls Change
-$16.4M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$213M
2
BC
2
Brookfield Corp
Ontario, Canada
$111M
3
WA
3
Wasatch Advisors
Utah
$50.6M
4
State Street
4
State Street
Massachusetts
$223M
5
Citadel Advisors
5
Citadel Advisors
Florida
$48.8M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$518M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$23.9M
3
Jennison Associates
3
Jennison Associates
New York
$89.6M
4
JHIU
4
Janus Henderson Investors US
Colorado
$27.5M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$4.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
OI
351
Oakbrook Investments
Illinois
– -$955K -38,844 Closed
HOAM
352
Halcyon Offshore Asset Management
New York
– -$892K -36,284 Closed
UCFA
353
United Capital Financial Advisors
Texas
– -$881K -35,826 Closed
Tudor Investment Corp
354
Tudor Investment Corp
Connecticut
– -$833K -33,867 Closed
NMERB
355
New Mexico Educational Retirement Board
New Mexico
– -$708K -28,773 Closed
ICM
356
IMS Capital Management
Oregon
– -$584K -23,759 Closed
First Trust Advisors
357
First Trust Advisors
Illinois
– -$535K -21,761 Closed
Capstone Investment Advisors
358
Capstone Investment Advisors
New York
– -$532K -21,640 Closed
Verition Fund Management
359
Verition Fund Management
Connecticut
– -$399K -16,233 Closed
GAM
360
Gotham Asset Management
New York
– -$388K -15,791 Closed
LMF
361
LMR Master Fund
Cayman Islands
– -$367K -14,910 Closed
DTL
362
Dynamic Technology Lab
Singapore
– -$343K -13,947 Closed
KeyBank National Association
363
KeyBank National Association
Ohio
– -$342K -13,880 Closed
JGC
364
J. Goldman & Co
New York
– -$330K -13,417 Closed
CG
365
Clinton Group
New York
– -$300K -12,197 Closed
DP
366
Dearborn Partners
Illinois
– -$251K -10,203 Closed
BIG
367
Blackthorn Investment Group
Kansas
– -$212K -8,613 Closed
TWI
368
Thomas White International
Illinois
– -$209K -8,509 Closed
CB
369
Commerce Bank
Missouri
– -$229K -6,822 Closed
USGIU
370
U.S. Global Investors (USGI)
Texas
– -$106K -4,328 Closed
WA
371
WealthTrust-Arizona
Arizona
– -$74K -3,003 Closed
DILH
372
Dai-ichi Life Holdings
Japan
– -$55K -2,256 Closed
NCM
373
Nelson Capital Management
California
– -$17K -682 Closed
PSI
374
Pinnacle Summer Investments
Virginia
– -$11K -462 Closed
CFSG
375
Community Financial Services Group
Vermont
– -$6K -264 Closed
12 13 14
15
16