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Iron Mountain
IRM

Overview Fund Activity

483 hedge funds and large institutions have $8.57B invested in Iron Mountain in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 162 increasing their positions, 159 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+10
Holders Change %
+2.11%
% of All Funds
11.07%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
58
Increased
162
Reduced
159
Closed
45
Calls
$22M
Puts
$75.9M
Net Calls
-$53.9M
Net Calls Change
-$55.6M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$201M
2
Capital World Investors
Capital World Investors
California
$1.14B
3
PAMU
Pictet Asset Management (UK)
United Kingdom
$62.8M
4
H
Hexavest
Quebec, Canada
$33.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$262M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$40.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.53B
3
BlackRock
BlackRock
New York
$679M
4
GC
Guggenheim Capital
Illinois
$7.31M
5
CIM
Centersquare Investment Management
Pennsylvania
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
501
Element Capital Management
New York
– -$319K -9,715 Closed
GCC
502
Game Creek Capital
Massachusetts
– -$288K -8,750 Closed
KIA
503
KCM Investment Advisors
California
– -$286K -8,700 Closed
FQ
504
First Quadrant
California
– -$285K -8,664 Closed
PFC
505
Phocas Financial Corp
California
– -$275K -8,374 Closed
YMRC
506
Yorktown Management & Research Company
Virginia
– -$260K -7,900 Closed
Lazard Asset Management
507
Lazard Asset Management
New York
– -$230K -7,000 Closed
CAM
508
Columbia Asset Management
Michigan
– -$219K -6,650 Closed
KRSITF
509
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
– -$212K -6,443 Closed
IRF
510
IBM Retirement Fund
New York
– -$204K -6,209 Closed
MA
511
MANA Advisors
New York
– -$202K -6,144 Closed
CII
512
Capital International Inc
California
– -$194K -5,900 Closed
FPS
513
Fieldpoint Private Securities
Connecticut
– -$106K -3,224 Closed
LWCFA
514
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$77K -2,351 Closed
IWM
515
IHT Wealth Management
Illinois
– -$54K -1,658 Closed
CG
516
Cutler Group
California
– -$44K -1,365 Closed
CIP
517
Convergence Investment Partners
Florida
– -$34K -1,039 Closed
AIS
518
AlphaOne Investment Services
Pennsylvania
– -$20K -606 Closed
TFA
519
Toth Financial Advisory
Virginia
– -$19K -583 Closed
KF
520
Krilogy Financial
Missouri
– -$15K -464 Closed
RPG
521
Risk Paradigm Group
Texas
– -$12.6K -384 Closed
BBHC
522
Brown Brothers Harriman & Co
New York
– -$12K -371 Closed
WAS
523
Winch Advisory Services
Wisconsin
– -$10K -303 Closed
PMFA
524
Plante Moran Financial Advisors
Michigan
– -$2K -56 Closed
APP
525
Avantax Planning Partners
Iowa
– -$1K -34 Closed
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