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Iron Mountain
IRM

Overview Fund Activity

473 hedge funds and large institutions have $8.26B invested in Iron Mountain in 2018 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 181 increasing their positions, 154 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
10.86%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.11%
New
74
Increased
181
Reduced
154
Closed
72
Calls
$21.9M
Puts
$20.2M
Net Calls
+$1.74M
Net Calls Change
+$14.7M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$122M
2
Cohen & Steers
Cohen & Steers
New York
+$64.6M
3
Capital World Investors
Capital World Investors
California
+$36.5M
4
Parnassus Investments
Parnassus Investments
California
+$24.7M
5
Millennium Management
Millennium Management
New York
+$22M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$125M
2
ZP
Zimmer Partners
New York
-$95.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$93M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$65.5M
5
UIC
Uniplan Investment Counsel
Wisconsin
-$54.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRSITF
351
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$212K -$21.3K -646 -9%
LS
352
Livforsakringsbolaget Skandia
Sweden
$212K +$88.6K +2,700 +72%
CHP
353
Cable Hill Partners
Oregon
$210K – – –
AI
354
Atria Investments
North Carolina
$206K +$206K +6,282 New
WKWM
355
Walter & Keenan Wealth Management
Indiana
$205K +$205K +6,244 New
IRF
356
IBM Retirement Fund
New York
$204K +$204K +6,209 New
MA
357
MANA Advisors
New York
$202K +$202K +6,144 New
Federated Hermes
358
Federated Hermes
Pennsylvania
$197K +$22.9K +697 +13%
CII
359
Capital International Inc
California
$194K +$39.5K +1,200 +26%
AIP
360
Ameritas Investment Partners
Nebraska
$192K – – –
RFM
361
Royal Fund Management
Florida
$182K +$17.3K +527 +10%
AF
362
Advisornet Financial
Minnesota
$164K -$43.5K -1,328 -21%
MFBTD
363
MB Financial Bank - Trust Department
Illinois
$164K – – –
GXMC
364
Global X Management Company
New York
$162K +$45.7K +1,391 +39%
GT
365
Glenmede Trust
Pennsylvania
$159K – – –
RCAG
366
Rehmann Capital Advisory Group
Michigan
$156K +$156K +4,760 New
AMI
367
Amica Mutual Insurance
Rhode Island
$154K -$273K -8,329 -64%
Envestnet Asset Management
368
Envestnet Asset Management
Illinois
$147K -$4.62M -140,335 -97%
Victory Capital Management
369
Victory Capital Management
Texas
$143K -$29.8M -906,864 -100%
APFBOT
370
Amica Pension Fund Board of Trustees
Rhode Island
$139K -$177K -5,385 -56%
Macquarie Group
371
Macquarie Group
Australia
$138K -$846K -25,737 -86%
AWM
372
Aevitas Wealth Management
Massachusetts
$136K +$1.28K +39 +0.9%
SPIA
373
Steward Partners Investment Advisory
New York
$114K +$114K +3,476 New
CAC
374
Certified Advisory Corp
Florida
$112K – – –
FPS
375
Fieldpoint Private Securities
Connecticut
$106K +$33.7K +1,025 +47%
13 14
15
16 17