IRM icon

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 %
WEC
401
Winslow Evans & Crocker
Massachusetts
$2.72K – – –
PMFA
402
Plante Moran Financial Advisors
Michigan
$2K – – –
TFO
403
Tarbox Family Office
California
$2K +$528 +14 +36%
Robeco Institutional Asset Management
404
Robeco Institutional Asset Management
Netherlands
$2K +$2K +42 New
PFBT
405
Parkside Financial Bank & Trust
Missouri
$1K – – –
OSAM
406
O'Shaughnessy Asset Management
Connecticut
$1K +$960 +24 +2,400%
AssetMark Inc
407
AssetMark Inc
California
$1K +$1K +29 New
FMII
408
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +37 New
SWA
409
Sutton Wealth Advisors
Florida
$622 – – –
Walleye Trading
410
Walleye Trading
New York
$237 +$237 +6,091 New
Millennium Management
411
Millennium Management
New York
– -$2.46M -71,597 Closed
FP
412
FDO Partners
Massachusetts
– -$2.07M -60,309 Closed
BI
413
Bramshill Investments
Florida
– -$1.25M -36,355 Closed
GAM
414
Gotham Asset Management
New York
– -$1.19M -34,589 Closed
BC
415
Brinker Capital
Pennsylvania
– -$756K -21,674 Closed
CG
416
Clinton Group
New York
– -$638K -18,581 Closed
RB
417
Rodgers Brothers
Pennsylvania
– -$481K -14,013 Closed
MYAM
418
Meiji Yasuda Asset Management
Japan
– -$463K -13,474 Closed
IG
419
ING Group
Netherlands
– -$432K -12,572 Closed
LP
420
LMR Partners
United Kingdom
– -$417K -12,130 Closed
GH
421
GAM Holding
Switzerland
– -$399K -11,626 Closed
FHAM
422
Folger Hill Asset Management
New York
– -$382K -11,125 Closed
KI
423
Koch Industries
Kansas
– -$366K -10,651 Closed
Jane Street
424
Jane Street
New York
– -$362K -10,550 Closed
SWP
425
Stratos Wealth Partners
Ohio
– -$313K -9,101 Closed
14 15 16
17
18