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Iron Mountain
IRM

Overview Fund Activity

485 hedge funds and large institutions have $8.25B invested in Iron Mountain in 2018 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 175 increasing their positions, 161 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-16
Holders Change %
-3.19%
% of All Funds
10.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
57
Increased
175
Reduced
161
Closed
64
Calls
$33.9M
Puts
$42.9M
Net Calls
-$8.98M
Net Calls Change
+$15.9M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$356M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$127M
3
Deutsche Bank
Deutsche Bank
Germany
$88.6M
4
Stifel Financial
Stifel Financial
Missouri
$62.9M
5
Invesco
Invesco
Georgia
$149M

Top Sellers

1
Parnassus Investments
Parnassus Investments
California
$309M
2
MP
Makaira Partners
California
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$147M
4
H
Hexavest
Quebec, Canada
$0
5
Capital World Investors
Capital World Investors
California
$1.09B
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
526
Bayesian Capital Management
New York
– -$200K -5,800 Closed
MCM
527
Monument Capital Management
Virginia
– -$121K -3,500 Closed
GP
528
Girard Partners
Pennsylvania
– -$98K -2,865 Closed
SPIA
529
Steward Partners Investment Advisory
New York
– -$87K -2,533 Closed
Capstone Investment Advisors
530
Capstone Investment Advisors
New York
– -$80K -2,305 Closed
PCM
531
Prelude Capital Management
New York
– -$70K -2,018 Closed
EDRH
532
Edmond de Rothschild Holding
Switzerland
– -$52K -1,500 Closed
MWPCG
533
Measured Wealth Private Client Group
New Hampshire
– -$30K -860 Closed
MFBTD
534
MB Financial Bank - Trust Department
Illinois
– -$17K -500 Closed
KF
535
Krilogy Financial
Missouri
– -$16K -464 Closed
DSC
536
Duncker Streett & Co
Missouri
– -$7K -200 Closed
PWAG
537
Polaris Wealth Advisory Group
California
– -$7K -200 Closed
TC
538
Trilogy Capital
California
– -$7K -190 Closed
SIS
539
Sound Income Strategies
Florida
– -$6K -170 Closed
AA
540
Ancora Advisors
Ohio
– -$5K -155 Closed
WSTAM
541
Wilbanks Smith & Thomas Asset Management
Virginia
– -$5K -148 Closed
RWA
542
Ropes Wealth Advisors
Massachusetts
– -$4K -110 Closed
MWM
543
MinichMacGregor Wealth Management
New York
– -$3K -100 Closed
Parallax Volatility Advisers
544
Parallax Volatility Advisers
California
– -$3K -79 Closed
CAG
545
Csenge Advisory Group
Florida
– -$2K -78 Closed
WA
546
WP Advisors
California
– -$2K -70 Closed
OSAM
547
O'Shaughnessy Asset Management
Connecticut
– -$2K -55 Closed
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