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Iron Mountain
IRM

Overview Fund Activity

337 hedge funds and large institutions have $5.55B invested in Iron Mountain in 2013 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 109 increasing their positions, 126 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
9.79%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
47
Increased
109
Reduced
126
Closed
47
Calls
$146M
Puts
$250M
Net Calls
-$104M
Net Calls Change
-$279M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$636M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$106M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$283M
4
Capital International Investors
4
Capital International Investors
California
$97.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$148M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$20.7M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$0
3
State Street
3
State Street
Massachusetts
$214M
4
JHIU
4
Janus Henderson Investors US
Colorado
$577K
5
Jennison Associates
5
Jennison Associates
New York
$75.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$17.1M – – –
William Blair & Company
52
William Blair & Company
Illinois
$16.6M +$450K +16,032 +3%
GC
53
Guggenheim Capital
Illinois
$16.1M +$1.36M +48,592 +9%
CC
54
Caspian Capital
New York
$16M -$6.07M -216,400 -28%
CBOA
55
Commonwealth Bank of Australia
Australia
$15.5M +$389K +13,855 +3%
Ohio Public Employees Retirement System (OPERS)
56
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.5M +$240K +8,541 +2%
NFA
57
Nationwide Fund Advisors
Ohio
$14.9M -$3.21M -114,417 -18%
Charles Schwab
58
Charles Schwab
California
$14M +$673K +23,997 +5%
UBS AM
59
UBS AM
Illinois
$13.8M -$80.3K -2,864 -0.6%
RJA
60
Raymond James & Associates
Florida
$13.6M +$3M +106,863 +28%
Ameriprise
61
Ameriprise
Minnesota
$13.1M +$1.51M +53,661 +13%
RFS
62
Rockefeller Financial Services
New York
$12.9M +$8.78K +313 +0.1%
Los Angeles Capital Management
63
Los Angeles Capital Management
California
$12.1M -$110K -3,934 -0.9%
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$11.5M -$113K -4,014 -1%
CI
65
Capital International
California
$11.3M -$112K -4,004 -1%
Barclays
66
Barclays
United Kingdom
$11.3M +$3.78M +136,168 +50%
BPCM
67
Beach Point Capital Management
California
$11.1M -$3.44M -122,721 -24%
Sumitomo Mitsui Trust Group
68
Sumitomo Mitsui Trust Group
Japan
$10.8M -$846K -30,025 -7%
Janus Henderson Group
69
Janus Henderson Group
United Kingdom
$10.7M -$7.09M -252,809 -40%
MAA
70
Managed Account Advisors
New Jersey
$10.5M -$678K -24,179 -6%
SCM
71
Snyder Capital Management
California
$10.4M -$1.82M -64,933 -15%
BNP Paribas Asset Management
72
BNP Paribas Asset Management
France
$10.2M +$765K +27,277 +8%
Dimensional Fund Advisors
73
Dimensional Fund Advisors
Texas
$10.2M +$173K +6,183 +2%
PAMU
74
Pictet Asset Management (UK)
United Kingdom
$10.1M +$3.17M +113,178 +46%
MHIC
75
Marble Harbor Investment Counsel
Massachusetts
$10M +$18.1K +647 +0.2%
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