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Iron Mountain
IRM

Overview Fund Activity

560 hedge funds and large institutions have $6.43B invested in Iron Mountain in 2020 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 199 increasing their positions, 187 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+26
Holders Change %
+4.87%
% of All Funds
11.51%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
91
Increased
199
Reduced
187
Closed
63
Calls
$96.3M
Puts
$79.6M
Net Calls
+$16.7M
Net Calls Change
+$32.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$110M
2
Cohen & Steers
2
Cohen & Steers
New York
$86.3M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$95.5M
4
Charles Schwab
4
Charles Schwab
California
$84.4M
5
GF
5
Greenhouse Funds
Maryland
$27.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$185M
2
Parnassus Investments
2
Parnassus Investments
California
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$96.2M
4
Stifel Financial
4
Stifel Financial
Missouri
$7.55M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPSA
226
Richard P. Slaughter Associates
Texas
$986K +$74.6K +2,856 +8%
AAM
227
AR Asset Management
California
$966K – – –
MWPCG
228
Measured Wealth Private Client Group
New Hampshire
$956K +$256K +9,793 +36%
VEA
229
Virtus ETF Advisers
New York
$953K -$390K -14,939 -29%
PS
230
Pensionfund Sabic
Netherlands
$953K – – –
MCM
231
Monument Capital Management
Virginia
$953K +$53.2K +2,039 +6%
GC
232
Grace Capital
Massachusetts
$947K +$564K +21,630 +147%
SWM
233
Sculati Wealth Management
Michigan
$943K +$62.6K +2,400 +7%
EVM
234
Eaton Vance Management
Massachusetts
$939K +$378K +14,476 +67%
Canada Pension Plan Investment Board
235
Canada Pension Plan Investment Board
Ontario, Canada
$935K +$290K +11,104 +45%
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$929K +$136K +5,207 +17%
BCM
237
Bayesian Capital Management
New York
$924K +$924K +35,400 New
GAM
238
Griffin Asset Management
New York
$917K +$291K +11,155 +46%
SPC
239
Sigma Planning Corp
Michigan
$916K +$89.1K +3,414 +11%
SMDAM
240
Sumitomo Mitsui DS Asset Management
Japan
$915K +$77.2K +2,958 +9%
SLF
241
Sun Life Financial
Ontario, Canada
$909K +$6.16K +236 +0.7%
CIBC World Market
242
CIBC World Market
Ontario, Canada
$885K -$27.7K -1,063 -3%
SS
243
Simplicity Solutions
Minnesota
$871K -$891K -34,135 -51%
CS
244
Candriam SCA
Luxembourg
$851K -$1.69M -64,858 -67%
RCA
245
Rowland Carmichael Advisors
Arizona
$828K -$17.6K -673 -2%
RJT
246
Raymond James Trust
Florida
$814K -$23.9K -916 -3%
HIMCH
247
Hartford Investment Management Co (HIMCO)
Connecticut
$812K -$45.7K -1,750 -5%
ECM
248
Everence Capital Management
Indiana
$808K – – –
AIM
249
Achmea Investment Management
Netherlands
$806K – – –
FP
250
Fiduciary Planning
Florida
$802K +$802K +28,437 New
8 9
10
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