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Iron Mountain
IRM

Overview Fund Activity

412 hedge funds and large institutions have $9.3B invested in Iron Mountain in 2017 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 179 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+23
Holders Change %
+5.91%
% of All Funds
10.29%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
54
Increased
179
Reduced
111
Closed
26
Calls
$15.5M
Puts
$20.2M
Net Calls
-$4.71M
Net Calls Change
-$8.68M

Top Buyers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$55.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.72B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$139M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$56.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$88.5M

Top Sellers

1
SF
Schooner Foundation
Massachusetts
$96.8M
2
SC
Schooner Capital
Florida
$179M
3
Axa
Axa
France
$644K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$3.05M
5
UIC
Uniplan Investment Counsel
Wisconsin
$57.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Pension Service
351
National Pension Service
South Korea
$62K +$12.1K +313 +24%
FIM
352
Foresters Investment Management
New York
$60K – – –
ARMT
353
Amica Retiree Medical Trust
Rhode Island
$57K +$57K +1,463 New
Northwestern Mutual Wealth Management
354
Northwestern Mutual Wealth Management
Wisconsin
$52K -$52.2K -1,333 -50%
WPA
355
West Paces Advisors
Georgia
$47.1K – – –
GXMC
356
Global X Management Company
New York
$46K +$1.39K +36 +3%
EDRH
357
Edmond de Rothschild Holding
Switzerland
$39K – – –
ACM
358
AUA Capital Management
Pennsylvania
$39K – – –
GEA
359
Glen Eagle Advisors
New Jersey
$38.5K +$5.06K +130 +15%
HNB
360
Huntington National Bank
Ohio
$37K +$197 +5 +0.5%
MIFH
361
Migdal Insurance & Financial Holdings
Israel
$37K +$7.55K +196 +26%
IOOF
362
Independent Order of Foresters
Ontario, Canada
$33K – – –
EA
363
Edge Advisors
Georgia
$33K – – –
GWM
364
Geneos Wealth Management
Colorado
$31K – – –
VFA
365
Virtus Fund Advisers
Connecticut
$27K – – –
WAM
366
Wealthspire Advisors (Maryland)
Maryland
$27K +$971 +25 +4%
WTC
367
WhitTier Trust Company
Nevada
$26K – – –
GLI
368
Guardian Life Insurance
New York
$24K +$2.29K +58 +11%
QCG
369
Quadrant Capital Group
Ohio
$23K – – –
ClearBridge Investments
370
ClearBridge Investments
New York
$23K – – –
NIT
371
NumerixS Investment Technologies
British Columbia, Canada
$23K +$23K +600 New
BTIS
372
BB&T Investment Services
North Carolina
$18K +$280 +7 +2%
KF
373
Krilogy Financial
Missouri
$18K +$18K +464 New
CCM
374
Covington Capital Management
California
$18K +$18K +465 New
WT
375
Whittier Trust
California
$17K -$30.5K -768 -64%
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