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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 %
VIA
501
Virtus Investment Advisers
Connecticut
– -$540K -14,311 Closed
FAAS
502
First Allied Advisory Services
California
– -$529K -13,945 Closed
GCA
503
Gideon Capital Advisors
New York
– -$518K -13,722 Closed
HTHT
504
Hemenway Trust Hemenway Trust
New Hampshire
– -$461K -12,209 Closed
AFNAS
505
American Financial Network Advisory Services
California
– -$351K -9,316 Closed
AC
506
Athos Capital
Hong Kong
– -$348K -9,220 Closed
KFC
507
Klingenstein Fields & Co
New York
– -$289K -7,661 Closed
JT
508
Jump Trading
Illinois
– -$284K -7,529 Closed
Parallax Volatility Advisers
509
Parallax Volatility Advisers
California
– -$273K -7,246 Closed
CIM
510
Contravisory Investment Management
Massachusetts
– -$273K -7,233 Closed
GJCM
511
Grand Jean Capital Management
California
– -$266K -7,040 Closed
Creative Planning
512
Creative Planning
Kansas
– -$258K -6,830 Closed
PNC
513
Park National Corp
Ohio
– -$257K -6,811 Closed
CC
514
Cipher Capital
New York
– -$247K -6,550 Closed
DC
515
Davenport & Co
Virginia
– -$244K -6,462 Closed
LC
516
Lourd Capital
California
– -$242K -6,424 Closed
OAM
517
Oxford Asset Management
United Kingdom
– -$232K -6,114 Closed
WCM
518
Wallace Capital Management
Texas
– -$216K -5,714 Closed
Los Angeles Capital Management
519
Los Angeles Capital Management
California
– -$204K -5,412 Closed
QT
520
Quantbot Technologies
New York
– -$159K -4,218 Closed
Group One Trading
521
Group One Trading
Illinois
– -$96K -2,532 Closed
National Pension Service
522
National Pension Service
South Korea
– -$61K -1,609 Closed
CAL
523
Capital Analysts LLC
Pennsylvania
– -$61K -1,608 Closed
ACM
524
AUA Capital Management
Pennsylvania
– -$38K -1,000 Closed
STA
525
Summit Trail Advisors
New York
– -$29K -774 Closed
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