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Iron Mountain
IRM

Overview Fund Activity

334 hedge funds and large institutions have $4.91B invested in Iron Mountain in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 130 increasing their positions, 115 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-3
Holders Change %
-0.89%
% of All Funds
9.65%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.12%
New
39
Increased
130
Reduced
115
Closed
40
Calls
$299M
Puts
$223M
Net Calls
+$75.5M
Net Calls Change
+$180M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$142M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$34.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$54.5M
4
Millennium Management
4
Millennium Management
New York
$25.2M
5
WCMNY
5
Westchester Capital Management (New York)
New York
$41.5M

Top Sellers

1
DSA
1
Davis Selected Advisers
Arizona
$0
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$90.4M
3
Parnassus Investments
3
Parnassus Investments
California
$198M
4
Citadel Advisors
4
Citadel Advisors
Florida
$11.9M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
201
Fiduciary Trust
Massachusetts
$760K – – –
PP
202
Patten & Patten
Tennessee
$760K +$6.88K +270 +0.9%
EMG
203
Ellington Management Group
Connecticut
$731K +$731K +28,673 New
WAM
204
Wolverine Asset Management
Illinois
$701K +$85.4K +3,354 +14%
LOM
205
Loeb Offshore Management
New York
$689K +$689K +27,050 New
PI
206
Placemark Investments
Illinois
$686K +$84.5K +3,319 +14%
Janus Henderson Group
207
Janus Henderson Group
United Kingdom
$667K -$9.02M -353,977 -93%
SAM
208
Shell Asset Management
Netherlands
$660K – – –
SFP
209
Santa Fe Partners
New Mexico
$659K +$659K +25,858 New
WAM
210
World Asset Management
Michigan
$658K -$80.2K -3,145 -11%
CIBC Asset Management
211
CIBC Asset Management
Ontario, Canada
$652K -$9.48K -372 -1%
JC
212
Jacobs & Co
California
$641K -$89.3K -3,502 -12%
GH
213
GAM Holding
Switzerland
$616K – – –
NMERB
214
New Mexico Educational Retirement Board
New Mexico
$615K +$615K +24,120 New
Nordea Investment Management
215
Nordea Investment Management
Sweden
$584K – – –
LS
216
Livforsakringsbolaget Skandia
Sweden
$567K +$567K +22,257 New
RFC
217
Russell Frank Company
Washington
$538K +$27.6K +1,085 +5%
MOACM
218
Mutual of America Capital Management
New York
$510K +$2.35K +92 +0.5%
WT
219
Wilmington Trust
Delaware
$503K – – –
ERSOT
220
Employees Retirement System of Texas
Texas
$502K -$165K -6,492 -25%
TMAM
221
Tokio Marine Asset Management
Japan
$501K – – –
GIA
222
Gateway Investment Advisers
Ohio
$494K -$4.84K -190 -1%
Stifel Financial
223
Stifel Financial
Missouri
$493K +$493K +19,345 New
BMO
224
Beck Mack & Oliver
New York
$488K – – –
LPL Financial
225
LPL Financial
California
$476K -$7.79K -306 -2%
7 8
9
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