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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 %
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$17K +$17K +439 New
EFSCE
377
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$152 +4 +1%
BBHC
378
Brown Brothers Harriman & Co
New York
$14K – – –
RPG
379
Risk Paradigm Group
Texas
$13K +$13K +335 New
TRCT
380
Tower Research Capital (TRC)
New York
$12K -$23.6K -597 -66%
EWM
381
Endurance Wealth Management
Rhode Island
$12K – – –
ARMC
382
American Research & Management Company
Massachusetts
$12K – – –
WAS
383
Winch Advisory Services
Wisconsin
$11K – – –
PG
384
Patten Group
Tennessee
$11K – – –
ZB
385
Zions Bancorporation
Utah
$11K +$4.91K +125 +81%
RWA
386
Ropes Wealth Advisors
Massachusetts
$9K – – –
DSC
387
Duncker Streett & Co
Missouri
$8K – – –
PA
388
Parallel Advisors
California
$8K +$1.55K +39 +24%
First Manhattan
389
First Manhattan
New York
$7K -$53.8K -1,500 -88%
EWM
390
Evercore Wealth Management
New York
$7K -$8.61K -225 -55%
Bessemer Group
391
Bessemer Group
New Jersey
$5K -$32.3K -775 -87%
GBT
392
Grove Bank & Trust
Florida
$4K – – –
Loomis, Sayles & Company
393
Loomis, Sayles & Company
Massachusetts
$4K – – –
IWM
394
IHT Wealth Management
Illinois
$4K – – –
WIM
395
Westside Investment Management
California
$3.83K – – –
CAW
396
Cornerstone Advisors (Washington)
Washington
$3K – – –
GAM
397
Gemmer Asset Management
California
$3K – – –
PCP
398
Proficio Capital Partners
Massachusetts
$3K – – –
TG
399
TLP Group
Illinois
$3K +$3K +76 New
ECM
400
Estabrook Capital Management
New York
$2.92K – – –
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16
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