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Iron Mountain

522 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, 159 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 159

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.01% less ownership

Funds ownership: 89.25%87.24% (-2%)

3% less funds holding

Funds holding: 536522 (-14)

10% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 80

14% less capital invested

Capital invested by funds: $9.07B → $7.83B (-$1.24B)

23% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $86.5M

Holders
522
Holders Change
-14
Holders Change %
-2.61%
% of All Funds
11.34%
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
159
Closed
80
Calls
$66.7M
Puts
$86.5M
Net Calls
-$19.8M
Net Calls Change
-$22.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$16M +$4.04M +123,209 +32%
TD Asset Management
52
TD Asset Management
Ontario, Canada
$15.9M -$1.16M -35,525 -7%
Axa
53
Axa
France
$15.7M -$5.33M -162,600 -24%
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.1M +$2.31M +70,500 +17%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$15.1M -$1.99M -60,600 -11%
Aberdeen Group
56
Aberdeen Group
United Kingdom
$15M -$75.1K -2,292 -0.5%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$14.8M +$155K +4,736 +1%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$14.3M +$37.7K +1,149 +0.3%
William Blair & Company
59
William Blair & Company
Illinois
$13M -$223K -6,800 -2%
CS
60
Credit Suisse
Switzerland
$13M +$1.06M +32,443 +8%
Principal Financial Group
61
Principal Financial Group
Iowa
$13M -$232K -7,072 -2%
MHIC
62
Marble Harbor Investment Counsel
Massachusetts
$12.3M +$92.6K +2,827 +0.7%
UCFA
63
United Capital Financial Advisors
Texas
$12.2M +$77.1K +2,353 +0.6%
AIA
64
Avalon Investment & Advisory
Texas
$11.9M +$18.4K +562 +0.1%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$11.5M
HSBC Holdings
66
HSBC Holdings
United Kingdom
$11.3M -$7.78M -237,505 -40%
SO
67
STRS Ohio
Ohio
$11.1M -$767K -23,416 -6%
Citigroup
68
Citigroup
New York
$10.7M +$3.61M +110,157 +47%
UBV
69
United Bank (Virginia)
Virginia
$10.7M +$11.2M +340,816 New
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$10.5M -$907K -27,668 -8%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$9.34M -$1.42M -43,435 -13%
CA
72
Commerzbank Aktiengesellschaft
Germany
$8.82M +$3.84M +117,244 +71%
Adage Capital Partners
73
Adage Capital Partners
Massachusetts
$8.54M -$2.47M -75,400 -22%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.4M -$329K -10,025 -4%
Two Sigma Investments
75
Two Sigma Investments
New York
$8.19M -$27.6M -842,133 -76%