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Iron Mountain
IRM

Overview Fund Activity

337 hedge funds and large institutions have $5.55B invested in Iron Mountain in 2013 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 109 increasing their positions, 126 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
9.79%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
47
Increased
109
Reduced
126
Closed
47
Calls
$146M
Puts
$250M
Net Calls
-$104M
Net Calls Change
-$279M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$636M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$106M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$283M
4
Capital International Investors
4
Capital International Investors
California
$97.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$148M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$20.7M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$0
3
State Street
3
State Street
Massachusetts
$214M
4
JHIU
4
Janus Henderson Investors US
Colorado
$577K
5
Jennison Associates
5
Jennison Associates
New York
$75.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
201
Riverhead Capital Management
Delaware
$929K +$929K +33,175 New
LMF
202
LMR Master Fund
Cayman Islands
$926K +$926K +33,010 New
URS
203
Utah Retirement Systems
Utah
$918K – – –
PGA
204
Portland Global Advisors
Maine
$900K -$36K -1,283 -4%
TRSOTSOK
205
Teachers Retirement System of the State of Kentucky
Kentucky
$875K – – –
ProShare Advisors
206
ProShare Advisors
Maryland
$872K +$461K +16,443 +112%
OPERF
207
Oregon Public Employees Retirement Fund
Oregon
$845K +$185K +6,600 +28%
FT
208
Fiduciary Trust
Massachusetts
$837K – – –
PP
209
Patten & Patten
Tennessee
$829K +$68.3K +2,435 +9%
SIS
210
Sandell Investment Services
New York
$823K – – –
WAM
211
World Asset Management
Michigan
$812K -$119K -4,227 -13%
JC
212
Jacobs & Co
California
$803K -$41.1K -1,468 -5%
Mitsubishi UFJ Asset Management
213
Mitsubishi UFJ Asset Management
Japan
$796K -$216K -7,925 -21%
MF
214
Magnetar Financial
Illinois
$759K +$759K +27,050 New
ERSOT
215
Employees Retirement System of Texas
Texas
$735K -$389K -13,882 -35%
CIBC Asset Management
216
CIBC Asset Management
Ontario, Canada
$728K -$57.6K -2,053 -7%
SAM
217
Shell Asset Management
Netherlands
$726K -$334K -11,911 -32%
AQR Capital Management
218
AQR Capital Management
Connecticut
$681K -$2.21M -78,856 -76%
GH
219
GAM Holding
Switzerland
$679K – – –
WAM
220
Wolverine Asset Management
Illinois
$678K +$78.2K +2,789 +13%
ACI
221
AMP Capital Investors
Australia
$667K +$301K +10,666 +82%
PI
222
Placemark Investments
Illinois
$663K +$273K +9,711 +70%
Nordea Investment Management
223
Nordea Investment Management
Sweden
$643K – – –
LPC
224
Loeb Partners Corp
New York
$607K – – –
CCA
225
Catalyst Capital Advisors
New York
$606K +$96.9K +3,457 +19%
7 8
9
10 11