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Iron Mountain

518 hedge funds and large institutions have $7.87B invested in Iron Mountain in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 213 increasing their positions, 153 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 153

35% more call options, than puts

Call options by funds: $108M | Put options by funds: $79.9M

0% more capital invested

Capital invested by funds: $7.83B → $7.87B (+$34.6M)

1% less funds holding

Funds holding: 522518 (-4)

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

2.74% less ownership

Funds ownership: 87.24%84.5% (-2.7%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
518
Holders Change
-4
Holders Change %
-0.77%
% of All Funds
11.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
61
Increased
213
Reduced
153
Closed
62
Calls
$108M
Puts
$79.9M
Net Calls
+$28.3M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
51
TD Asset Management
Ontario, Canada
$15.4M -$1.07M -34,107 -7%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$15M +$207K +6,582 +1%
AIA
53
Avalon Investment & Advisory
Texas
$14.9M +$2.46M +78,314 +21%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$14.1M -$1.45M -46,100 -10%
Public Sector Pension Investment Board (PSP Investments)
55
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.7M -$1.95M -61,984 -13%
N
56
Natixis
France
$13.5M -$26.4M -841,388 -67%
GC
57
Guggenheim Capital
Illinois
$13.5M -$5.94M -189,110 -31%
Principal Financial Group
58
Principal Financial Group
Iowa
$13.5M +$45.8K +1,458 +0.4%
William Blair & Company
59
William Blair & Company
Illinois
$13.4M -$83K -2,644 -0.6%
UBS Group
60
UBS Group
Switzerland
$13.3M +$5.05M +160,758 +65%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$12.9M -$3.86M -122,887 -24%
UCFA
62
United Capital Financial Advisors
Texas
$12.3M -$328K -10,444 -3%
Millennium Management
63
Millennium Management
New York
$11.9M +$7.12M +226,765 +161%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$11.9M +$6.91K +220 +0.1%
CA
65
Commerzbank Aktiengesellschaft
Germany
$11.7M +$2.47M +78,711 +28%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$11.3M +$1.6M +50,965 +17%
AIMCA
67
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11M +$10.7M +341,100 New
SLAM
68
Swiss Life Asset Management
$10.9M +$9.11M +290,161 +625%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$10.8M +$440 +14 +0%
SO
70
STRS Ohio
Ohio
$10.8M -$600K -19,102 -5%
UBV
71
United Bank (Virginia)
Virginia
$10.7M -$367K -11,678 -3%
Squarepoint
72
Squarepoint
New York
$10.5M +$7.35M +234,137 +264%
CS
73
Credit Suisse
Switzerland
$10.4M -$2.99M -95,171 -23%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$10.3M +$5.05M +160,857 +102%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$10.1M +$7.33M +233,475 +304%