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Iron Mountain
IRM

Overview Fund Activity

485 hedge funds and large institutions have $8.25B invested in Iron Mountain in 2018 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 175 increasing their positions, 161 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
485
Holders Change
-16
Holders Change %
-3.19%
% of All Funds
10.82%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
57
Increased
175
Reduced
161
Closed
64
Calls
$33.9M
Puts
$42.9M
Net Calls
-$8.98M
Net Calls Change
+$15.9M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$356M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$127M
3
Deutsche Bank
3
Deutsche Bank
Germany
$88.6M
4
Stifel Financial
4
Stifel Financial
Missouri
$62.9M
5
Invesco
5
Invesco
Georgia
$149M

Top Sellers

1
Parnassus Investments
1
Parnassus Investments
California
$309M
2
MP
2
Makaira Partners
California
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$147M
4
H
4
Hexavest
Quebec, Canada
$0
5
Capital World Investors
5
Capital World Investors
California
$1.09B
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
201
Raymond James Trust
Florida
$1.02M +$19.7K +608 +2%
BCM
202
Brookstone Capital Management
Illinois
$1.02M +$1.02M +31,501 New
CBOA
203
Commonwealth Bank of Australia
Australia
$1.01M +$262K +8,100 +35%
OPERF
204
Oregon Public Employees Retirement Fund
Oregon
$1.01M +$12.5K +387 +1%
BCM
205
Brasada Capital Management
Texas
$1.01M -$220K -6,800 -18%
B
206
BP
United Kingdom
$1M -$32.4K -1,000 -3%
SPC
207
Sigma Planning Corp
Michigan
$990K +$482K +14,862 +95%
RA
208
RMR Advisors
Massachusetts
$972K – – –
KCPG
209
Kavar Capital Partners Group
Kansas
$972K +$125K +3,850 +15%
SG Americas Securities
210
SG Americas Securities
New York
$964K +$96.6K +2,979 +11%
FT
211
Fiduciary Trust
Massachusetts
$959K -$421 -13 -0%
MML Investors Services
212
MML Investors Services
Massachusetts
$959K +$97.4K +3,004 +11%
TRSOTSOK
213
Teachers Retirement System of the State of Kentucky
Kentucky
$941K – – –
CP
214
Camelot Portfolios
Ohio
$929K +$45.8K +1,412 +5%
FCM
215
Flinton Capital Management
Pennsylvania
$922K -$257K -7,924 -22%
TU
216
TDAM USA
Ontario, Canada
$913K -$200K -6,166 -18%
CIBC Asset Management
217
CIBC Asset Management
Ontario, Canada
$910K -$12.1K -374 -1%
TIA
218
Trust Investment Advisors
Indiana
$902K -$64.8K -2,000 -7%
BCP
219
Blackhawk Capital Partners
Wisconsin
$899K +$899K +27,723 New
DCM
220
Dupont Capital Management
Delaware
$864K -$273K -8,437 -24%
CAM
221
Concorde Asset Management
Michigan
$852K +$539K +16,590 +173%
Two Sigma Investments
222
Two Sigma Investments
New York
$831K +$831K +25,627 New
OC
223
Oppenheimer & Co
New York
$823K +$291 +9 +0%
FHB
224
First Hawaiian Bank
Hawaii
$821K -$2.11K -65 -0.3%
NMERB
225
New Mexico Educational Retirement Board
New Mexico
$815K – – –
7 8
9
10 11