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Iron Mountain
IRM

Overview Fund Activity

475 hedge funds and large institutions have $9.63B invested in Iron Mountain in 2017 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 197 increasing their positions, 110 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
475
Holders Change
+63
Holders Change %
+15.29%
% of All Funds
10.79%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
88
Increased
197
Reduced
110
Closed
24
Calls
$21.2M
Puts
$34.2M
Net Calls
-$13M
Net Calls Change
-$8.25M

Top Buyers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$207M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$267M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.8B
4
ZP
Zimmer Partners
New York
$95.4M
5
Deutsche Bank
Deutsche Bank
Germany
$85.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.13B
2
Capital International Investors
Capital International Investors
California
$422M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$17.5M
4
SF
Schooner Foundation
Massachusetts
$54.2M
5
SC
Schooner Capital
Florida
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
351
ClearArc Capital
Ohio
$257K -$302 -8 -0.1%
PNC
352
Park National Corp
Ohio
$257K – – –
CC
353
Cipher Capital
New York
$247K -$586K -15,546 -70%
DC
354
Davenport & Co
Virginia
$244K +$32.1K +851 +15%
LC
355
Lourd Capital
California
$242K +$242K +6,424 New
SWP
356
Stratos Wealth Partners
Ohio
$240K +$240K +6,372 New
AF
357
Advisornet Financial
Minnesota
$239K +$239K +6,330 New
OAM
358
Oxford Asset Management
United Kingdom
$232K -$210K -5,526 -47%
CHP
359
Cable Hill Partners
Oregon
$231K -$17K -462 -7%
BFEC
360
Benjamin F. Edwards & Company
Missouri
$227K -$35.2K -933 -13%
ACC
361
Accident Compensation Corp
New Zealand
$226K +$226K +6,000 New
AIP
362
Ameritas Investment Partners
Nebraska
$221K – – –
PAG
363
Private Advisor Group
New Jersey
$217K -$263K -7,091 -55%
WCM
364
Wallace Capital Management
Texas
$216K – – –
SAM
365
Solaris Asset Management
New York
$214K +$104K +2,750 +94%
Los Angeles Capital Management
366
Los Angeles Capital Management
California
$204K – – –
Federated Hermes
367
Federated Hermes
Pennsylvania
$200K +$40.4K +1,070 +25%
MFBTD
368
MB Financial Bank - Trust Department
Illinois
$189K – – –
RFM
369
Royal Fund Management
Florida
$189K +$13.4K +356 +8%
Robeco Institutional Asset Management
370
Robeco Institutional Asset Management
Netherlands
$183K +$181K +4,804 +11,438%
CII
371
Capital International Inc
California
$177K -$113K -3,010 -39%
CG
372
Cutler Group
California
$176K -$93K -2,474 -35%
GT
373
Glenmede Trust
Pennsylvania
$159K – – –
QT
374
Quantbot Technologies
New York
$159K +$159K +4,218 New
AWM
375
Aevitas Wealth Management
Massachusetts
$155K +$155K +4,115 New
13 14
15
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