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Iron Mountain
IRM

Overview Fund Activity

341 hedge funds and large institutions have $6.07B invested in Iron Mountain in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 225 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
-12
Holders Change %
-3.4%
% of All Funds
9.9%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
39
Increased
77
Reduced
225
Closed
48
Calls
$127M
Puts
$164M
Net Calls
-$36.7M
Net Calls Change
-$143M

Top Buyers

1
HCM
1
Highfields Capital Management
Massachusetts
$502M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$60.5M
3
Parnassus Investments
3
Parnassus Investments
California
$303M
4
BFA
4
BlackRock Fund Advisors
California
$106M
5
RRAM
5
River Road Asset Management
Kentucky
$144M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$105M
2
Jennison Associates
2
Jennison Associates
New York
$0
3
WCMNY
3
Westchester Capital Management (New York)
New York
$901K
4
Capital World Investors
4
Capital World Investors
California
$760M
5
Norges Bank
5
Norges Bank
Norway
$46.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$46.3M -$53.9M -1,652,261 -54%
Morgan Stanley
27
Morgan Stanley
New York
$41.1M -$10M -306,255 -20%
WF
28
Welch & Forbes
Massachusetts
$40.8M -$3.1M -95,080 -7%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$40.5M -$3.75M -114,866 -8%
BG
30
BlackRock Group
United Kingdom
$37.8M -$1.51M -46,248 -4%
CIM
31
Confluence Investment Management
Missouri
$34.8M -$4.87M -149,013 -12%
PAMU
32
Pictet Asset Management (UK)
United Kingdom
$33.3M +$5.09M +155,812 +18%
Goldman Sachs
33
Goldman Sachs
New York
$32.8M -$34M -1,041,316 -51%
SCM
34
Stonerise Capital Management
California
$32.7M -$2.68M -82,000 -8%
T
35
TOBAM
France
$32.3M +$4.31M +131,913 +15%
CC
36
Colrain Capital
Massachusetts
$31.4M +$7.81M +239,103 +33%
GC
37
GW Capital
Washington
$29.9M -$5.17M -158,267 -15%
RJA
38
Raymond James & Associates
Florida
$27.3M +$5.23M +160,288 +24%
Legal & General Group
39
Legal & General Group
United Kingdom
$25.5M -$2.45M -75,155 -9%
William Blair & Company
40
William Blair & Company
Illinois
$24.2M +$6.06M +185,462 +33%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$22.2M -$5.09M -155,832 -19%
TCIM
42
TIAA CREF Investment Management
New York
$21.4M -$2.95M -90,462 -12%
First Trust Advisors
43
First Trust Advisors
Illinois
$19.8M +$19.8M +607,922 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$19.3M +$216K +6,623 +1%
GC
45
Guggenheim Capital
Illinois
$19.1M -$2.69M -82,424 -12%
Barclays
46
Barclays
United Kingdom
$18.8M -$52M -1,624,252 -73%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$18.6M +$13.4M +409,267 +258%
UBS AM
48
UBS AM
Illinois
$17.9M -$1.16M -35,656 -6%
Bank of America
49
Bank of America
North Carolina
$17.6M -$5.67M -173,523 -24%
Charles Schwab
50
Charles Schwab
California
$16.2M -$1.8M -55,177 -10%
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