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Iron Mountain
IRM

Overview Fund Activity

587 hedge funds and large institutions have $6.48B invested in Iron Mountain in 2020 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 243 increasing their positions, 183 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
+27
Holders Change %
+4.82%
% of All Funds
11.88%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
76
Increased
243
Reduced
183
Closed
49
Calls
$58M
Puts
$56.6M
Net Calls
+$1.37M
Net Calls Change
-$15.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$196M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$28M
3
Citadel Advisors
3
Citadel Advisors
Florida
$26.4M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$45.5M
5
BlackRock
5
BlackRock
New York
$605M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$14.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$36.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$131M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$51.2M
5
State Street
5
State Street
Massachusetts
$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
226
Bank of Nova Scotia
Ontario, Canada
$1.2M +$45.2K +1,687 +4%
MML Investors Services
227
MML Investors Services
Massachusetts
$1.19M +$116K +4,335 +11%
Cerity Partners
228
Cerity Partners
New York
$1.19M +$49.5K +1,848 +4%
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$1.16M +$1.16M +44,069 New
AWM
230
AE Wealth Management
Kansas
$1.14M -$971K -36,218 -46%
CIBC World Market
231
CIBC World Market
Ontario, Canada
$1.11M +$204K +7,625 +22%
ECM
232
Everence Capital Management
Indiana
$1.09M +$251K +9,380 +30%
MWPCG
233
Measured Wealth Private Client Group
New Hampshire
$1.09M +$104K +3,887 +11%
MSA
234
Mason Street Advisors
Wisconsin
$1.08M -$16.8K -629 -2%
GCM
235
Gables Capital Management
Florida
$1.08M -$10.7K -400 -1%
PS
236
Pensionfund Sabic
Netherlands
$1.06M +$80.4K +3,000 +8%
Allianz Asset Management
237
Allianz Asset Management
Germany
$1.05M -$1.58M -58,972 -60%
AC
238
Avenir Corporation
Virginia
$1.05M – – –
MS
239
Madden Securities
Texas
$1.05M +$21.1K +787 +2%
Public Employees Retirement Association of Colorado
240
Public Employees Retirement Association of Colorado
Colorado
$1.04M – – –
TRCT
241
Tower Research Capital (TRC)
New York
$1.03M +$877K +32,712 +558%
FM
242
Foster & Motley
Ohio
$1.03M -$158K -5,903 -13%
MOACM
243
Mutual of America Capital Management
New York
$1.01M -$43.3K -1,616 -4%
Connor, Clark & Lunn Investment Management (CC&L)
244
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.01M +$1.01M +37,741 New
SMDAM
245
Sumitomo Mitsui DS Asset Management
Japan
$997K +$57.6K +2,153 +6%
SWM
246
Sculati Wealth Management
Michigan
$983K +$15K +560 +2%
EVM
247
Eaton Vance Management
Massachusetts
$982K +$17.6K +657 +2%
CAM
248
Columbia Asset Management
Michigan
$973K +$284K +10,580 +41%
GAM
249
Griffin Asset Management
New York
$968K +$26.7K +998 +3%
TFA
250
Teamwork Financial Advisors
Texas
$958K -$266K -9,943 -22%
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