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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 %
WPA
401
West Paces Advisors
Georgia
$45.7K – – –
SWM
402
SeaCrest Wealth Management
New York
$39K +$39K +1,029 New
EDRH
403
Edmond de Rothschild Holding
Switzerland
$38K – – –
ACM
404
AUA Capital Management
Pennsylvania
$38K – – –
GEA
405
Glen Eagle Advisors
New Jersey
$37.4K – – –
PG
406
PEAK6 Group
Illinois
$36K +$36K +966 New
HNB
407
Huntington National Bank
Ohio
$35K – – –
WAM
408
Wealthspire Advisors (Maryland)
Maryland
$33K +$6.58K +173 +25%
EA
409
Edge Advisors
Georgia
$32K – – –
GLI
410
Guardian Life Insurance
New York
$32K +$9.3K +249 +41%
GWM
411
Geneos Wealth Management
Colorado
$30K – – –
STA
412
Summit Trail Advisors
New York
$29K +$29K +774 New
VFA
413
Virtus Fund Advisers
Connecticut
$26K – – –
AWA
414
Acorn Wealth Advisors
Michigan
$26K +$26K +705 New
WTC
415
WhitTier Trust Company
Nevada
$25K – – –
ClearBridge Investments
416
ClearBridge Investments
New York
$23K – – –
QCG
417
Quadrant Capital Group
Ohio
$22K – – –
TFA
418
Toth Financial Advisory
Virginia
$22K +$22K +583 New
MPWT
419
MassMutual Private Wealth & Trust
Connecticut
$21.3K +$21.3K +564 New
CCM
420
Covington Capital Management
California
$21K +$3.72K +100 +22%
IWP
421
Icon Wealth Partners
Texas
$19K +$19K +500 New
CPIG
422
Chicago Partners Investment Group
Illinois
$19K +$19K +500 New
AIL
423
AGF Investments LLC
Ontario, Canada
$19K +$19K +512 New
KF
424
Krilogy Financial
Missouri
$18K – – –
BTIS
425
BB&T Investment Services
North Carolina
$17K +$224 +6 +1%
15 16
17
18 19