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Iron Mountain
IRM

Overview Fund Activity

501 hedge funds and large institutions have $8.8B invested in Iron Mountain in 2018 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 183 increasing their positions, 155 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+18
Holders Change %
+3.73%
% of All Funds
11.47%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
62
Increased
183
Reduced
155
Closed
38
Calls
$25.6M
Puts
$50.5M
Net Calls
-$24.9M
Net Calls Change
+$29M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$281M
2
Capital World Investors
2
Capital World Investors
California
$1.18B
3
Morgan Stanley
3
Morgan Stanley
New York
$156M
4
Ameriprise
4
Ameriprise
Minnesota
$53.1M
5
Cohen & Steers
5
Cohen & Steers
New York
$225M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$309M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$206M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
4
Norges Bank
4
Norges Bank
Norway
$67.5M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$9.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
MP
26
Makaira Partners
California
$63.2M – – –
Charles Schwab
27
Charles Schwab
California
$59M +$4.28M +123,990 +8%
Ameriprise
28
Ameriprise
Minnesota
$53.1M +$36.2M +1,054,990 +214%
SF
29
Schooner Foundation
Massachusetts
$49.6M – – –
Legal & General Group
30
Legal & General Group
United Kingdom
$44.7M +$764K +22,119 +2%
Deutsche Bank
31
Deutsche Bank
Germany
$39.4M +$1M +29,024 +3%
Barclays
32
Barclays
United Kingdom
$38.9M +$11.8M +342,982 +44%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$38.3M +$1.19M +34,538 +3%
UBS AM
34
UBS AM
Illinois
$38M +$933K +27,027 +3%
H
35
Hexavest
Quebec, Canada
$36.7M +$3.34M +96,701 +10%
Asset Management One
36
Asset Management One
Japan
$34.8M +$1.43M +41,837 +4%
WF
37
Welch & Forbes
Massachusetts
$34.6M -$199K -5,754 -0.6%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$33.2M +$11.5M +332,340 +53%
TCIM
39
TIAA CREF Investment Management
New York
$30.2M -$1.09M -31,638 -3%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$30.1M -$974K -28,224 -3%
CC
41
Chicago Capital
Illinois
$30M +$3.12M +90,488 +12%
Swiss National Bank
42
Swiss National Bank
Switzerland
$29.9M -$949K -27,500 -3%
Capital Research Global Investors
43
Capital Research Global Investors
California
$25.8M +$25.8M +746,832 New
USAA
44
United Services Automobile Association
Texas
$21.7M -$1.12M -32,342 -5%
Wells Fargo
45
Wells Fargo
California
$21.1M +$340K +9,847 +2%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$20.6M +$1.82M +52,670 +10%
PPA
47
Parametric Portfolio Associates
Washington
$19.9M +$721K +20,874 +4%
CBT
48
Capital Bank & Trust
California
$19.8M -$6.85M -198,317 -26%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$19.6M -$380K -11,020 -2%
Nuveen Asset Management
50
Nuveen Asset Management
Illinois
$18.4M +$7.14M +206,896 +64%
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