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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 %
WT
426
Whittier Trust
California
$16K – – –
Bessemer Group
427
Bessemer Group
New Jersey
$16K +$11.4K +300 +250%
TC
428
Trust Company
Kansas
$15K +$15K +399 New
RPG
429
Risk Paradigm Group
Texas
$14.5K +$1.85K +49 +15%
RPC
430
Rossmore Private Capital
Connecticut
$14.5K +$14.5K +383 New
BBHC
431
Brown Brothers Harriman & Co
New York
$14K – – –
PW
432
Price Wealth
Texas
$13K +$13K +346 New
EWM
433
Endurance Wealth Management
Rhode Island
$12K – – –
ARMC
434
American Research & Management Company
Massachusetts
$12K – – –
EFSCE
435
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$3.95K -104 -26%
ZB
436
Zions Bancorporation
Utah
$11K – – –
WAS
437
Winch Advisory Services
Wisconsin
$11K +$148 +4 +1%
PG
438
Patten Group
Tennessee
$10K – – –
KA
439
Kaizen Advisory
Illinois
$10K +$10K +270 New
AC
440
Avestar Capital
New York
$9K +$9K +299 New
PA
441
Parallel Advisors
California
$8K – – –
DSC
442
Duncker Streett & Co
Missouri
$8K – – –
CT
443
Clearstead Trust
Maine
$7K -$417K -10,430 -98%
First Manhattan
444
First Manhattan
New York
$7K – – –
EWM
445
Evercore Wealth Management
New York
$7K – – –
WWM
446
Wagner Wealth Management
South Carolina
$5K – – –
EARNEST Partners
447
EARNEST Partners
Georgia
$5K +$5K +133 New
ST
448
Smithfield Trust
Pennsylvania
$5K +$5K +145 New
LNB
449
Ledyard National Bank
$4K -$128K -3,210 -97%
RWA
450
Ropes Wealth Advisors
Massachusetts
$4K -$4.62K -127 -54%
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