IRM icon

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 %
CTC
351
Central Trust Company
Missouri
$35K – – –
QT
352
Quantbot Technologies
New York
$33K +$33K +835 New
GWM
353
Geneos Wealth Management
Colorado
$31K – – –
VFA
354
Virtus Fund Advisers
Connecticut
$27K – – –
HR
355
Howe & Rusling
New York
$20K +$20K +490 New
MPWT
356
MassMutual Private Wealth & Trust
Connecticut
$19.9K – – –
QCG
357
Quadrant Capital Group
Ohio
$18K +$427 +13 +2%
ARMC
358
American Research & Management Company
Massachusetts
$17K – – –
HMS
359
Hanseatic Management Services
New Mexico
$16K +$16K +403 New
CFA
360
CT Financial Advisors
Pennsylvania
$14.4K – – –
EWM
361
Evercore Wealth Management
New York
$14K +$14K +363 New
BBHC
362
Brown Brothers Harriman & Co
New York
$13K -$38.8K -1,000 -75%
EWM
363
Endurance Wealth Management
Rhode Island
$13K – – –
BAM
364
Bruderman Asset Management
New York
$11K – – –
WAM
365
Wealthspire Advisors (Maryland)
Maryland
$11K – – –
PG
366
Patten Group
Tennessee
$10.9K – – –
First Manhattan
367
First Manhattan
New York
$7K -$248K -6,900 -97%
ACM
368
Armbruster Capital Management
New York
$6K +$6K +162 New
MA
369
MCF Advisors
Kentucky
$4K +$4K +90 New
Loomis, Sayles & Company
370
Loomis, Sayles & Company
Massachusetts
$4K +$4K +92 New
ZB
371
Zions Bancorporation
Utah
$3K – – –
FANJ
372
Financial Architects (New Jersey)
New Jersey
$3K – – –
CAW
373
Cornerstone Advisors (Washington)
Washington
$3K – – –
GAM
374
Gemmer Asset Management
California
$3K – – –
GT
375
Glenmede Trust
Pennsylvania
$3K +$1.41K +41 +89%
13 14
15
16 17