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Iron Mountain
IRM

Overview Fund Activity

339 hedge funds and large institutions have $7.43B invested in Iron Mountain in 2014 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 215 increasing their positions, 70 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-2
Holders Change %
-0.59%
% of All Funds
9.05%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
54
Increased
215
Reduced
70
Closed
52
Calls
$16.2M
Puts
$49.7M
Net Calls
-$33.5M
Net Calls Change
+$3.17M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.02B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$136M
3
Victory Capital Management
3
Victory Capital Management
Texas
$96.2M
4
Capital World Investors
4
Capital World Investors
California
$964M
5
Parnassus Investments
5
Parnassus Investments
California
$408M

Top Sellers

1
HCM
1
Highfields Capital Management
Massachusetts
$247M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$78.3M
3
BC
3
Brookfield Corp
Ontario, Canada
$59.4M
4
Invesco
4
Invesco
Georgia
$28.4M
5
EM
5
Elliott Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MP
26
Makaira Partners
California
$54.2M -$20.5M -531,493 -27%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$52.8M +$4.93M +127,685 +10%
WF
28
Welch & Forbes
Massachusetts
$52M +$3.71M +96,049 +8%
CC
29
Colrain Capital
Massachusetts
$51.4M +$14.2M +368,354 +38%
BG
30
BlackRock Group
United Kingdom
$49.4M +$4.72M +121,964 +11%
CIM
31
Confluence Investment Management
Missouri
$45.5M +$4.27M +110,429 +10%
RJA
32
Raymond James & Associates
Florida
$44.4M +$12.1M +312,564 +37%
PAMU
33
Pictet Asset Management (UK)
United Kingdom
$40.5M +$1.06M +27,540 +3%
GC
34
GW Capital
Washington
$37.4M +$2.04M +52,693 +6%
Allianz Asset Management
35
Allianz Asset Management
Germany
$35.6M -$36.1M -933,750 -50%
Goldman Sachs
36
Goldman Sachs
New York
$33.5M -$5.42M -140,204 -14%
William Blair & Company
37
William Blair & Company
Illinois
$32.6M +$3.94M +101,909 +14%
Legal & General Group
38
Legal & General Group
United Kingdom
$31.9M +$1.68M +43,466 +6%
SCM
39
Stonerise Capital Management
California
$31.1M -$7.52M -194,500 -19%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$31.1M +$4.84M +125,266 +18%
Barclays
41
Barclays
United Kingdom
$30.4M +$8.03M +211,346 +36%
Millennium Management
42
Millennium Management
New York
$29.9M +$13.5M +349,128 +82%
TCIM
43
TIAA CREF Investment Management
New York
$28.7M +$3.29M +84,983 +13%
Invesco
44
Invesco
Georgia
$28.4M -$58.4M -1,510,366 -67%
GC
45
Guggenheim Capital
Illinois
$27.6M +$4.97M +128,544 +22%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$24.2M +$1.32M +34,044 +6%
NFA
47
Nationwide Fund Advisors
Ohio
$22.3M +$8.38M +216,768 +60%
UBS AM
48
UBS AM
Illinois
$22.3M +$1.08M +27,862 +5%
Charles Schwab
49
Charles Schwab
California
$21.8M +$2.69M +69,690 +14%
TSW
50
Thompson Siegel & Walmsley
Virginia
$21.2M +$20.4M +527,611 +2,605%
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