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Iron Mountain
IRM

Overview Fund Activity

352 hedge funds and large institutions have $6.28B invested in Iron Mountain in 2015 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 118 increasing their positions, 135 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+6
Holders Change %
+1.73%
% of All Funds
9.49%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.24%
New
49
Increased
118
Reduced
135
Closed
40
Calls
$65.7M
Puts
$8.47M
Net Calls
+$57.3M
Net Calls Change
+$44.7M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$403M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$51M
3
MP
3
Makaira Partners
California
$67.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$908M
5
EIP
5
Epoch Investment Partners
New York
$146M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$3.27M
2
Capital World Investors
2
Capital World Investors
California
$620M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.99M
4
CC
4
Cannell & Co
New York
$0
5
OCAM
5
Owl Creek Asset Management
New York
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
126
Capital International
California
$2.77M -$390K -12,572 -12%
AAMU
127
Amundi Asset Management US
Massachusetts
$2.71M -$15.1K -488 -0.6%
Envestnet Asset Management
128
Envestnet Asset Management
Illinois
$2.7M +$2.7M +86,980 New
IOOF
129
Independent Order of Foresters
Ontario, Canada
$2.65M +$1.07M +34,600 +68%
State of New Jersey Common Pension Fund D
130
State of New Jersey Common Pension Fund D
New Jersey
$2.51M +$2.51M +81,000 New
SOADOR
131
State of Alaska Department of Revenue
Alaska
$2.5M – – –
SEI Investments
132
SEI Investments
Pennsylvania
$2.47M -$934K -30,128 -27%
CNB
133
City National Bank
California
$2.36M -$194K -6,263 -8%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$2.36M -$393K -12,665 -14%
TNAM
135
Terra Nova Asset Management
New York
$2.35M +$197K +6,353 +9%
TSU
136
TD Securities (USA)
New York
$2.35M +$271K +8,729 +13%
TTWM
137
TCV Trust & Wealth Management
Virginia
$2.31M +$626K +20,174 +37%
SOMRS
138
State of Michigan Retirement System
Michigan
$2.25M +$15.5K +500 +0.7%
AIG
139
American International Group
New York
$2.2M -$240K -7,746 -10%
RFC
140
Russell Frank Company
Washington
$2.15M +$888K +28,660 +70%
TPSF
141
Texas Permanent School Fund
Texas
$2.12M -$54.9K -1,770 -3%
FIM
142
Fernwood Investment Management
Massachusetts
$2.06M -$43.9K -1,415 -2%
Public Sector Pension Investment Board (PSP Investments)
143
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2M – – –
Fidelity Investments
144
Fidelity Investments
Massachusetts
$1.99M -$35M -1,130,144 -95%
DADC
145
D.A. Davidson & Co
Montana
$1.93M +$176K +5,679 +10%
URS
146
Utah Retirement Systems
Utah
$1.84M +$818K +26,400 +80%
RCM
147
Riverhead Capital Management
Delaware
$1.74M -$529K -17,057 -23%
UCFA
148
United Capital Financial Advisors
Texas
$1.66M -$186 -6 -0%
BC
149
Brookfield Corp
Ontario, Canada
$1.65M +$441K +14,208 +36%
IRF
150
IBM Retirement Fund
New York
$1.59M +$177K +5,722 +13%
4 5
6
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