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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.42B 43,875,177 -26,671 -0.1%
Capital World Investors
2
Capital World Investors
California
$1.09B 33,584,200 -657,000 -2%
BlackRock
3
BlackRock
New York
$652M 20,124,142 +231,023 +1%
State Street
4
State Street
Massachusetts
$379M 11,475,463 +164,654 +1%
Cohen & Steers
5
Cohen & Steers
New York
$356M 10,970,773 +4,456,942 +68%
Parnassus Investments
6
Parnassus Investments
California
$309M 9,538,982 -3,806,456 -29%
Capital International Investors
7
Capital International Investors
California
$291M 8,975,837 +10,774 +0.1%
Goldman Sachs
8
Goldman Sachs
New York
$261M 8,038,279 -100,934 -1%
EIP
9
Epoch Investment Partners
New York
$160M 4,943,478 -163,151 -3%
Invesco
10
Invesco
Georgia
$149M 4,587,786 +597,215 +15%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$147M 4,541,171 -1,437,319 -24%
Morgan Stanley
12
Morgan Stanley
New York
$142M 4,368,063 -140,549 -3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$134M 4,127,799 +45,950 +1%
Daiwa Securities Group
14
Daiwa Securities Group
Japan
$127M 3,923,848 +3,862,815 +6,329%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$127M 3,915,200 +270,237 +7%
Bank of America
16
Bank of America
North Carolina
$122M 3,755,714 +78,033 +2%
CIM
17
Centersquare Investment Management
Pennsylvania
$113M 3,497,679 +289,977 +9%
Northern Trust
18
Northern Trust
Illinois
$110M 3,383,928 +18,543 +0.6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$110M 3,383,685 +158,003 +5%
SC
20
Schooner Capital
Florida
$107M 3,308,832 – –
Deutsche Bank
21
Deutsche Bank
Germany
$88.6M 2,734,846 +1,594,868 +140%
CIM
22
Confluence Investment Management
Missouri
$85.3M 2,630,589 +35,640 +1%
RJA
23
Raymond James & Associates
Florida
$72.6M 2,239,595 -207,972 -8%
RRAM
24
River Road Asset Management
Kentucky
$65.7M 2,025,802 -460,306 -19%
TSW
25
Thompson Siegel & Walmsley
Virginia
$64.5M 1,991,013 +110,451 +6%
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