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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 %
WIM
451
Westside Investment Management
California
$3.7K – – –
TG
452
TLP Group
Illinois
$3K -$403 -9 -12%
CAW
453
Cornerstone Advisors (Washington)
Washington
$3K – – –
GAM
454
Gemmer Asset Management
California
$3K – – –
PCP
455
Proficio Capital Partners
Massachusetts
$3K – – –
FMII
456
Farmers & Merchants Investments Inc
Nebraska
$3K +$1.5K +37 +100%
AssetMark Inc
457
AssetMark Inc
California
$3K +$1.79K +43 +148%
GFP
458
Gryphon Financial Partners
Ohio
$3K +$3K +78 New
CA
459
Calton & Associates
Florida
$3K +$3K +90 New
DCM
460
Delpha Capital Management
New York
$3K +$3K +91 New
ECM
461
Estabrook Capital Management
New York
$2.83K – – –
WEC
462
Winslow Evans & Crocker
Massachusetts
$2.64K – – –
TRCT
463
Tower Research Capital (TRC)
New York
$2K -$10.1K -253 -83%
PMFA
464
Plante Moran Financial Advisors
Michigan
$2K – – –
TFO
465
Tarbox Family Office
California
$2K – – –
OSAM
466
O'Shaughnessy Asset Management
Connecticut
$2K +$1.09K +30 +120%
PWM
467
Paulson Wealth Management
Illinois
$2K +$2K +61 New
Walleye Trading
468
Walleye Trading
New York
$1.02K +$792 +21,002 +345%
PFBT
469
Parkside Financial Bank & Trust
Missouri
$1K – – –
II
470
Inspire Investing
Idaho
$1K +$1K +16 New
FGC
471
Financial Gravity Companies
Texas
$1K +$1K +17 New
GI
472
Gradient Investments
Minnesota
$1K +$1K +24 New
DAM
473
Diamant Asset Management
Connecticut
$707 +$707 +18,750 New
SWA
474
Sutton Wealth Advisors
Florida
$604 – – –
PCG
475
Private Capital Group
Connecticut
$14 +$14 +2,179 New
16 17 18
19
20