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.

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

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$518M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$23.9M
3
Jennison Associates
3
Jennison Associates
New York
$89.6M
4
JHIU
4
Janus Henderson Investors US
Colorado
$27.5M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$4.78M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital World Investors
1
Capital World Investors
California
$518M 19,186,395 -4,166,973 -18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$308M 11,407,811 +311,734 +3%
DSA
3
Davis Selected Advisers
Arizona
$262M 9,686,317 -72,609 -0.7%
HCM
4
Highfields Capital Management
Massachusetts
$239M 8,828,516 -511,400 -5%
SC
5
Schooner Capital
Florida
$233M 8,638,934 – –
State Street
6
State Street
Massachusetts
$223M 8,244,791 +1,655,705 +25%
Parnassus Investments
7
Parnassus Investments
California
$221M 8,181,982 +1,052,237 +15%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$213M 7,891,269 +5,214,500 +195%
BIT
9
BlackRock Institutional Trust
California
$117M 4,334,059 -14,185 -0.3%
BC
10
Brookfield Corp
Ontario, Canada
$111M 4,122,414 +3,718,895 +922%
CGT
11
Capital Guardian Trust
California
$105M 3,902,056 -111,333 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$104M 3,834,644 +33,697 +0.9%
Jennison Associates
13
Jennison Associates
New York
$89.6M 3,314,320 -1,850,115 -36%
RRAM
14
River Road Asset Management
Kentucky
$74.3M 2,750,065 -7,665 -0.3%
MCM
15
Munder Capital Management
Michigan
$68.2M 2,524,129 +19,731 +0.8%
RIM
16
RS Investment Management
California
$67.2M 2,485,649 +116,992 +5%
Northern Trust
17
Northern Trust
Illinois
$60.4M 2,235,017 +72,121 +3%
Invesco
18
Invesco
Georgia
$56.1M 2,075,618 +92,074 +5%
Renaissance Technologies
19
Renaissance Technologies
New York
$53.7M 1,985,711 -71,400 -3%
BFA
20
BlackRock Fund Advisors
California
$53.3M 1,972,692 +66,174 +3%
WA
21
Wasatch Advisors
Utah
$50.6M 1,872,529 +1,872,529 New
Capital International Investors
22
Capital International Investors
California
$49.6M 1,835,742 – –
MP
23
Makaira Partners
California
$49.1M 1,818,007 +132,696 +8%
Citadel Advisors
24
Citadel Advisors
Florida
$48.8M 1,806,170 +1,475,994 +447%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$46.9M 1,734,151 +241,748 +16%
1
2 3 4 5