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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
SLF
176
Sun Life Financial
Ontario, Canada
$1.75M +$904K +28,771 +115%
QCM
177
Quadrant Capital Management
New Jersey
$1.74M +$71.9K +2,290 +4%
ASRS
178
Arizona State Retirement System
Arizona
$1.74M -$29.9K -952 -2%
TPSF
179
Texas Permanent School Fund
Texas
$1.73M -$64.8K -2,064 -4%
BEAM
180
Baker Ellis Asset Management
Washington
$1.73M +$159K +5,070 +11%
TC
181
Truvestments Capital
Florida
$1.71M +$191K +6,072 +13%
LC
182
Lavaca Capital
Texas
$1.66M
TAM
183
Tyers Asset Management
Texas
$1.66M +$534K +17,006 +50%
SPC
184
Sigma Planning Corp
Michigan
$1.66M +$290K +9,226 +22%
XK
185
Xact Kapitalforvaltning
Sweden
$1.64M +$77.3K +2,462 +5%
Rafferty Asset Management
186
Rafferty Asset Management
New York
$1.63M -$240K -7,652 -13%
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$1.61M +$140K +4,471 +10%
AF
188
AMG Funds
Connecticut
$1.59M -$80.6K -2,566 -5%
BA
189
Bridgewater Associates
Connecticut
$1.57M +$1.12M +35,573 +276%
Russell Investments Group
190
Russell Investments Group
United Kingdom
$1.56M +$25.5K +811 +2%
M&T Bank
191
M&T Bank
New York
$1.54M -$97.5K -3,105 -6%
AAM
192
Advisors Asset Management
Colorado
$1.53M -$665K -21,160 -31%
ACM
193
AlphaCrest Capital Management
New York
$1.48M +$1.17M +37,308 +453%
KCPG
194
Kavar Capital Partners Group
Kansas
$1.45M +$91.1K +2,900 +7%
NB
195
Norinchukin Bank
Japan
$1.43M +$31.9K +1,017 +2%
GCM
196
Gables Capital Management
Florida
$1.42M +$221K +7,020 +19%
RIM
197
Redpoint Investment Management
Australia
$1.39M -$171K -5,440 -11%
S
198
Seeyond
France
$1.37M -$120K -3,823 -8%
PAG
199
Private Advisor Group
New Jersey
$1.36M +$501K +15,962 +62%
FAF
200
Första AP-fonden
Sweden
$1.36M