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Iron Mountain
IRM

Overview Fund Activity

483 hedge funds and large institutions have $8.57B invested in Iron Mountain in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 162 increasing their positions, 159 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+10
Holders Change %
+2.11%
% of All Funds
11.07%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
58
Increased
162
Reduced
159
Closed
45
Calls
$22M
Puts
$75.9M
Net Calls
-$53.9M
Net Calls Change
-$55.6M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$201M
2
Capital World Investors
Capital World Investors
California
$1.14B
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$62.8M
4
H
Hexavest
Quebec, Canada
$33.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$262M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$40.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.53B
3
BlackRock
BlackRock
New York
$679M
4
GC
Guggenheim Capital
Illinois
$7.31M
5
CIM
Centersquare Investment Management
Pennsylvania
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCC
351
Spring Creek Capital
Kansas
$213K +$213K +6,075 New
VF
352
Virtu Financial
New York
$213K +$213K +6,095 New
BCM
353
Bayesian Capital Management
New York
$210K -$38.5K -1,100 -15%
DC
354
Davenport & Co
Virginia
$210K +$210K +5,992 New
CB
355
Chemical Bank
Michigan
$207K +$207K +5,915 New
RFM
356
Royal Fund Management
Florida
$203K +$9.08K +260 +5%
Qube Research & Technologies (QRT)
357
Qube Research & Technologies (QRT)
United Kingdom
$202K +$179K +5,113 +776%
KFC
358
Klingenstein Fields & Co
New York
$202K +$202K +5,770 New
Envestnet Asset Management
359
Envestnet Asset Management
Illinois
$200K +$43.4K +1,235 +28%
EIP
360
Epoch Investment Partners
New York
$191K -$14.5K -413,595 -7%
AIP
361
Ameritas Investment Partners
Nebraska
$185K -$20.4K -582 -10%
MFBTD
362
MB Financial Bank - Trust Department
Illinois
$175K – – –
SIM
363
Sonora Investment Management
Arizona
$172K +$172K +4,925 New
RCAG
364
Rehmann Capital Advisory Group
Michigan
$167K – – –
AMI
365
Amica Mutual Insurance
Rhode Island
$164K – – –
Canada Pension Plan Investment Board
366
Canada Pension Plan Investment Board
Ontario, Canada
$162K -$118K -3,357 -42%
GT
367
Glenmede Trust
Pennsylvania
$150K +$1.16K +33 +0.8%
Victory Capital Management
368
Victory Capital Management
Texas
$149K -$3.08K -88 -2%
APFBOT
369
Amica Pension Fund Board of Trustees
Rhode Island
$148K – – –
Macquarie Group
370
Macquarie Group
Australia
$147K – – –
AWM
371
Aevitas Wealth Management
Massachusetts
$147K +$1.61K +46 +1%
WT
372
Washington Trust
Rhode Island
$129K +$129K +3,691 New
PI
373
PineBridge Investments
New York
$128K -$293K -8,351 -70%
CAC
374
Certified Advisory Corp
Florida
$119K – – –
SPIA
375
Steward Partners Investment Advisory
New York
$118K -$3.97K -113 -3%
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15
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