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Iron Mountain
IRM

Overview Fund Activity

322 hedge funds and large institutions have $6.35B invested in Iron Mountain in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 132 increasing their positions, 117 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-30
Holders Change %
-8.52%
% of All Funds
9%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.34%
New
18
Increased
132
Reduced
117
Closed
46
Calls
$61.6M
Puts
$7.81M
Net Calls
+$53.8M
Net Calls Change
-$3.48M

Top Buyers

1
EIP
Epoch Investment Partners
New York
$262M
2
Capital World Investors
Capital World Investors
California
$727M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$482M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$49.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$56M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
2
OCAM
Owl Creek Asset Management
New York
$28M
3
Goldman Sachs
Goldman Sachs
New York
$16.7M
4
JHIU
Janus Henderson Investors US
Colorado
$24.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$43M +$1.1M +35,609 +3%
BG
27
BlackRock Group
United Kingdom
$42.9M +$768K +24,772 +2%
CIM
28
Confluence Investment Management
Missouri
$41.1M +$1.92M +61,987 +5%
CC
29
Colrain Capital
Massachusetts
$39.5M -$934K -30,100 -2%
WF
30
Welch & Forbes
Massachusetts
$39.4M -$28.4K -916 -0.1%
Stifel Financial
31
Stifel Financial
Missouri
$32.6M +$5.59M +180,129 +21%
USAA
32
United Services Automobile Association
Texas
$30M +$9.88M +318,343 +49%
OCAM
33
Owl Creek Asset Management
New York
$28M -$84.5M -2,724,880 -75%
William Blair & Company
34
William Blair & Company
Illinois
$27.6M -$1.05M -33,835 -4%
GC
35
Guggenheim Capital
Illinois
$25.8M -$5.19M -167,357 -17%
Legal & General Group
36
Legal & General Group
United Kingdom
$25.6M +$639K +20,615 +3%
JHIU
37
Janus Henderson Investors US
Colorado
$24.2M -$27.8M -895,617 -53%
GC
38
GW Capital
Washington
$23.6M -$2.22M -71,703 -9%
Bank of America
39
Bank of America
North Carolina
$22.8M +$12M +388,345 +112%
TCIM
40
TIAA CREF Investment Management
New York
$22.7M -$392K -12,645 -2%
Charles Schwab
41
Charles Schwab
California
$22.6M +$1.93M +62,147 +9%
SCM
42
Stonerise Capital Management
California
$20.9M – – –
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$20.7M +$533K +17,169 +3%
TSW
44
Thompson Siegel & Walmsley
Virginia
$19.6M +$755K +24,349 +4%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$19.3M -$627K -20,200 -3%
PAMU
46
Pictet Asset Management (UK)
United Kingdom
$19M +$12.5M +402,200 +192%
SCM
47
Symons Capital Management
Pennsylvania
$18.5M +$18.5M +596,779 New
TD Asset Management
48
TD Asset Management
Ontario, Canada
$18.1M +$6.6M +212,667 +57%
UBS AM
49
UBS AM
Illinois
$18M -$170K -5,472 -0.9%
Goldman Sachs
50
Goldman Sachs
New York
$16.7M -$34.6M -1,115,859 -67%
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