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Iron Mountain
IRM

Overview Fund Activity

473 hedge funds and large institutions have $8.26B invested in Iron Mountain in 2018 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 181 increasing their positions, 154 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
-2
Holders Change %
-0.42%
% of All Funds
10.86%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.11%
New
74
Increased
181
Reduced
154
Closed
72
Calls
$21.9M
Puts
$20.2M
Net Calls
+$1.74M
Net Calls Change
+$14.7M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$122M
2
Cohen & Steers
Cohen & Steers
New York
+$64.6M
3
Capital World Investors
Capital World Investors
California
+$36.5M
4
Parnassus Investments
Parnassus Investments
California
+$24.7M
5
Millennium Management
Millennium Management
New York
+$22M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$125M
2
ZP
Zimmer Partners
New York
-$95.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$93M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$65.5M
5
UIC
Uniplan Investment Counsel
Wisconsin
-$54.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
451
Proficio Capital Partners
Massachusetts
$3K +$600 +17 +25%
S
452
SignatureFD
Georgia
$3K +$3K +98 New
ECM
453
Estabrook Capital Management
New York
$2.47K – – –
WEC
454
Winslow Evans & Crocker
Massachusetts
$2.3K – – –
PG
455
Patten Group
Tennessee
$2K -$8.3K -220 -81%
GAM
456
Gemmer Asset Management
California
$2K -$26 -1 -1%
CAW
457
Cornerstone Advisors (Washington)
Washington
$2K – – –
OSAM
458
O'Shaughnessy Asset Management
Connecticut
$2K – – –
PMFA
459
Plante Moran Financial Advisors
Michigan
$2K – – –
TFO
460
Tarbox Family Office
California
$2K +$140 +4 +8%
FGC
461
Financial Gravity Companies
Texas
$2K +$1.35K +35 +206%
FGAM
462
Financial Gravity Asset Management
Texas
$2K +$2K +52 New
DOA
463
D'Orazio & Associates
Virginia
$2K +$2K +73 New
GI
464
Gradient Investments
Minnesota
$1K – – –
PFBT
465
Parkside Financial Bank & Trust
Missouri
$1K +$459 +17 +85%
FCAG
466
First Capital Advisors Group
New Jersey
$1K +$1K +17 New
APP
467
Avantax Planning Partners
Iowa
$1K +$1K +34 New
VFA
468
Valeo Financial Advisors
Indiana
$1K +$1K +45 New
Nomura Holdings
469
Nomura Holdings
Japan
$724 +$133 +4,051 +22%
SWA
470
Sutton Wealth Advisors
Florida
$526 – – –
ZP
471
Zimmer Partners
New York
– -$95.4M -2,527,900 Closed
UIC
472
Uniplan Investment Counsel
Wisconsin
– -$54.5M -1,444,620 Closed
ATN
473
AMF Tjänstepension
Sweden
– -$15.6M -413,491 Closed
SSA
474
Schonfeld Strategic Advisors
New York
– -$6.09M -161,387 Closed
D.E. Shaw & Co
475
D.E. Shaw & Co
New York
– -$4.81M -127,345 Closed
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