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Iron Mountain
IRM

Overview Fund Activity

521 hedge funds and large institutions have $7.83B invested in Iron Mountain in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 213 increasing their positions, 158 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
-14
Holders Change %
-2.62%
% of All Funds
11.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
72
Increased
213
Reduced
158
Closed
80
Calls
$66.7M
Puts
$86.5M
Net Calls
-$19.8M
Net Calls Change
-$22.6M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$298M
2
CWM
CIBC World Markets
New York
$44.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.43B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$121M
5
Ameriprise
Ameriprise
Minnesota
$106M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
$223M
2
Cohen & Steers
Cohen & Steers
New York
$204M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$44.9M
4
Capital World Investors
Capital World Investors
California
$1.01B
5
Capital International Investors
Capital International Investors
California
$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
501
Tarbox Family Office
California
$2K – – –
HI
502
Hudock Inc
Pennsylvania
$2K +$750 +30 +60%
EWA
503
Evolution Wealth Advisors
Florida
$2K +$2K +63 New
CQS
504
Credential Qtrade Securities
$1.63K -$432K -13,800 -100%
KFS
505
Kelly Financial Services
Massachusetts
$1.13K – – –
GWS
506
Glassman Wealth Services
Virginia
$1K -$16.1K -643 -94%
BBHC
507
Brown Brothers Harriman & Co
New York
$1K -$1.53K -29 -60%
Fidelity International
508
Fidelity International
Bermuda
$1K -$147 -5 -13%
LWM
509
Liberty Wealth Management
California
$1K – – –
GI
510
Gradient Investments
Minnesota
$1K – – –
TFA
511
Transamerica Financial Advisors
Florida
$1K +$1K +3 New
SCA
512
Stonebridge Capital Advisors
Minnesota
$1K +$1K +34 New
BAM
513
Barrett Asset Management
New York
$1K +$1K +39 New
SWA
514
Sutton Wealth Advisors
Florida
$501 -$376 -12 -43%
ED
515
Exane Derivatives
France
$375 -$6.5K -208 -95%
GT
516
Glenmede Trust
Pennsylvania
$138 – -2 -0%
WIM
517
Westside Investment Management
California
$3 +$3 +100 New
DA
518
Duality Advisers
Florida
– -$7.29M -205,640 Closed
SRAM
519
Stone Ridge Asset Management
New York
– -$5.53M -156,000 Closed
Marshall Wace
520
Marshall Wace
United Kingdom
– -$3.58M -100,878 Closed
Renaissance Technologies
521
Renaissance Technologies
New York
– -$3.18M -89,800 Closed
Los Angeles Capital Management
522
Los Angeles Capital Management
California
– -$2.95M -83,252 Closed
GC
523
Guardian Capital
Ontario, Canada
– -$2.57M -72,364 Closed
Tudor Investment Corp
524
Tudor Investment Corp
Connecticut
– -$2.4M -67,598 Closed
B
525
BP
United Kingdom
– -$2.34M -66,000 Closed
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