IRM icon

Iron Mountain
IRM

Overview Fund Activity

338 hedge funds and large institutions have $4.79B invested in Iron Mountain in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 123 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
10.96%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
41
Increased
123
Reduced
123
Closed
38
Calls
$217M
Puts
$43.2M
Net Calls
+$174M
Net Calls Change
-$16.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$213M
2
BC
Brookfield Corp
Ontario, Canada
$111M
3
WA
Wasatch Advisors
Utah
$50.6M
4
State Street
State Street
Massachusetts
$223M
5
Citadel Advisors
Citadel Advisors
Florida
$48.8M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$518M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$23.9M
3
Jennison Associates
Jennison Associates
New York
$89.6M
4
JHIU
Janus Henderson Investors US
Colorado
$27.5M
5
Principal Financial Group
Principal Financial Group
Iowa
$4.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
201
Teachers Retirement System of the State of Kentucky
Kentucky
$779K -$94.5K -3,787 -11%
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$778K -$13K -522 -2%
AAM
203
Archipel Asset Management
Sweden
$758K +$758K +30,363 New
JC
204
Jacobs & Co
California
$752K -$104K -4,149 -12%
FT
205
Fiduciary Trust
Massachusetts
$744K – – –
CAM
206
Capstone Asset Management
Texas
$738K +$2.17K +87 +0.3%
SIS
207
Sandell Investment Services
New York
$733K – – –
RFC
208
Russell Frank Company
Washington
$718K -$43.5K -1,740 -6%
Natixis Advisors
209
Natixis Advisors
Massachusetts
$709K -$3.75M -149,936 -84%
CIBC Asset Management
210
CIBC Asset Management
Ontario, Canada
$700K +$1.45K +58 +0.2%
WOC
211
West Oak Capital
California
$692K +$20.7K +829 +3%
PP
212
Patten & Patten
Tennessee
$677K +$327K +13,092 +93%
STC
213
SEI Trust Company
Pennsylvania
$657K -$946K -37,870 -59%
GCP
214
GSA Capital Partners
United Kingdom
$611K -$634K -25,401 -51%
GH
215
GAM Holding
Switzerland
$604K -$81K -3,246 -12%
OPERF
216
Oregon Public Employees Retirement Fund
Oregon
$588K +$18.1K +726 +3%
Nordea Investment Management
217
Nordea Investment Management
Sweden
$572K – – –
VKH
218
Virtu KCG Holdings
New York
$571K +$571K +22,850 New
TAM
219
Tocqueville Asset Management
New York
$543K -$427K -17,076 -44%
LPC
220
Loeb Partners Corp
New York
$540K – – –
HPA
221
Hilltop Park Associates
New York
$540K +$540K +21,640 New
SNC
222
Stifel Nicolaus & Co
Missouri
$538K +$57.7K +2,312 +12%
WAM
223
Wolverine Asset Management
Illinois
$534K +$534K +21,385 New
EMG
224
Ellington Management Group
Connecticut
$530K -$684K -27,375 -56%
SMDAM
225
Sumitomo Mitsui DS Asset Management
Japan
$520K -$2.04K -82 -0.4%
7 8
9
10 11