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Iron Mountain
IRM

Overview Fund Activity

483 hedge funds and large institutions have $8.57B invested in Iron Mountain in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 162 increasing their positions, 159 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+10
Holders Change %
+2.11%
% of All Funds
11.07%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
58
Increased
162
Reduced
159
Closed
45
Calls
$22M
Puts
$75.9M
Net Calls
-$53.9M
Net Calls Change
-$55.6M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$201M
2
Capital World Investors
2
Capital World Investors
California
$1.14B
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$62.8M
4
H
4
Hexavest
Quebec, Canada
$33.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$262M

Top Sellers

1
CIMLRA
1
CBRE Investment Management Listed Real Assets
Pennsylvania
$40.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.53B
3
BlackRock
3
BlackRock
New York
$679M
4
GC
4
Guggenheim Capital
Illinois
$7.31M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$9.99M -$3.63M -103,567 -27%
Citadel Advisors
77
Citadel Advisors
Florida
$9.58M +$3.71M +105,832 +63%
CAI
78
Capital Advisors Inc
Oklahoma
$9.44M -$68.5K -1,957 -0.7%
ANI
79
American National Insurance
Texas
$8.43M – – –
GC
80
Guardian Capital
Ontario, Canada
$8.32M +$896K +25,583 +12%
UBS Group
81
UBS Group
Switzerland
$8.32M -$25.2K -719 -0.3%
Chevy Chase Trust
82
Chevy Chase Trust
Maryland
$8.29M -$38.7K -1,105 -0.5%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$8.08M +$33.9K +969 +0.4%
Nomura Asset Management
84
Nomura Asset Management
Japan
$7.78M -$80.7K -2,304 -1%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$7.42M -$2.88M -82,296 -28%
GC
86
Guggenheim Capital
Illinois
$7.31M -$34.7M -992,421 -83%
Citigroup
87
Citigroup
New York
$7.12M -$1.11M -31,572 -13%
O
88
OppenheimerFunds
New York
$7.07M +$403K +11,520 +6%
BCIM
89
British Columbia Investment Management
British Columbia, Canada
$7.01M -$1.92M -54,959 -22%
KTA
90
Keeley-Teton Advisors
Illinois
$6.75M +$48.6K +1,389 +0.7%
EP
91
Edgestream Partners
New Jersey
$6.69M +$1.96M +55,987 +41%
Canada Life
92
Canada Life
Manitoba, Canada
$6.69M -$286K -8,149 -4%
Toronto Dominion Bank
93
Toronto Dominion Bank
Ontario, Canada
$6.51M +$1.08M +30,967 +20%
JPMPWA
94
J.P. Morgan Private Wealth Advisors
California
$6.18M +$4.88M +139,351 +374%
TTWM
95
TCV Trust & Wealth Management
Virginia
$6.16M +$134K +3,836 +2%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$5.64M -$331K -9,460 -6%
WA
97
WealthTrust Axiom
Pennsylvania
$5.62M +$3.28M +93,650 +140%
SEI Investments
98
SEI Investments
Pennsylvania
$5.62M +$4.43M +126,452 +372%
SGI
99
Summit Global Investments
Utah
$5.58M +$5.58M +159,355 New
Franklin Resources
100
Franklin Resources
California
$5.58M +$112K +3,199 +2%
2 3
4
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