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Iron Mountain
IRM

Overview Fund Activity

534 hedge funds and large institutions have $5.87B invested in Iron Mountain in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 219 increasing their positions, 173 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-42
Holders Change %
-7.29%
% of All Funds
11.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
59
Increased
219
Reduced
173
Closed
94
Calls
$35.7M
Puts
$51.3M
Net Calls
-$15.5M
Net Calls Change
-$46M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$838M
2
PP
2
Prudential plc
United Kingdom
$66.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$302M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.16B
5
LSV Asset Management
5
LSV Asset Management
Illinois
$19.8M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Invesco
2
Invesco
Georgia
$120M
3
Ameriprise
3
Ameriprise
Minnesota
$42.9M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$3.19M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$56.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIMCH
226
Hartford Investment Management Co (HIMCO)
Connecticut
$782K +$28.5K +1,197 +4%
RCA
227
Rowland Carmichael Advisors
Arizona
$771K -$12.9K -543 -2%
SLI
228
Sumitomo Life Insurance
Japan
$765K -$13K -545 -2%
SMDAM
229
Sumitomo Mitsui DS Asset Management
Japan
$764K -$20.5K -863 -3%
RJT
230
Raymond James Trust
Florida
$764K +$57.6K +2,417 +8%
SPC
231
Sigma Planning Corp
Michigan
$754K -$727K -30,534 -49%
RA
232
RFG Advisory
Alabama
$751K +$135K +5,684 +22%
BCIM
233
British Columbia Investment Management
British Columbia, Canada
$747K -$862K -36,248 -54%
ECM
234
Everence Capital Management
Indiana
$746K – – –
II
235
IFM Investors
Australia
$742K -$24.2K -973 -3%
FT
236
Fiduciary Trust
Massachusetts
$740K -$64.5K -2,710 -8%
AIM
237
Achmea Investment Management
Netherlands
$735K +$391K +16,410 +113%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$724K +$65K +2,730 +10%
LC
239
Lavaca Capital
Texas
$716K – – –
RA
240
RMR Advisors
Massachusetts
$714K – – –
GI
241
GAMCO Investors
Connecticut
$714K +$357K +15,000 +100%
RB
242
Rodgers Brothers
Pennsylvania
$700K +$40.9K +1,719 +6%
AQR Capital Management
243
AQR Capital Management
Connecticut
$699K -$777K -32,664 -53%
TRSOTSOK
244
Teachers Retirement System of the State of Kentucky
Kentucky
$698K +$78.6K +3,300 +13%
B
245
BP
United Kingdom
$690K – – –
MC
246
Mathes Company
New York
$684K -$50K -2,100 -7%
NB
247
Norinchukin Bank
Japan
$682K -$292K -12,278 -30%
VI
248
Vestcor Inc
New Brunswick, Canada
$680K -$460K -19,340 -40%
CIAS
249
Capital Investment Advisory Services
North Carolina
$679K +$61K +2,562 +10%
SIM
250
Sonora Investment Management
Arizona
$679K +$341K +14,304 +101%
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10
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