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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 %
Wealthfront Advisers
251
Wealthfront Advisers
California
$796K -$1.11M -42,338 -58%
RA
252
RFG Advisory
Alabama
$788K -$36K -1,380 -4%
FT
253
Fiduciary Trust
Massachusetts
$786K -$25K -960 -3%
SLI
254
Sumitomo Life Insurance
Japan
$785K -$53.8K -2,061 -6%
MAM
255
Madison Asset Management
Wisconsin
$785K +$235K +9,000 +43%
LC
256
Lavaca Capital
Texas
$783K -$1.72K -66 -0.2%
RA
257
RMR Advisors
Massachusetts
$783K – – –
MC
258
Mathes Company
New York
$783K +$32.6K +1,250 +4%
SM
259
Southport Management
Wyoming
$783K +$783K +30,000 New
OAM
260
Orinda Asset Management
California
$783K +$783K +30,000 New
RB
261
Rodgers Brothers
Pennsylvania
$773K +$5.98K +229 +0.8%
CIAS
262
Capital Investment Advisory Services
North Carolina
$766K +$22K +845 +3%
X
263
Xponance
Pennsylvania
$758K +$758K +29,042 New
B
264
BP
United Kingdom
$757K – – –
SAM
265
Shell Asset Management
Netherlands
$746K +$45.9K +1,756 +7%
CF
266
Centaurus Financial
California
$742K +$742K +28,447 New
CWM
267
CIBC World Markets
New York
$738K +$190K +7,261 +35%
NB
268
Norinchukin Bank
Japan
$737K -$11K -420 -1%
TRSOTSOK
269
Teachers Retirement System of the State of Kentucky
Kentucky
$733K -$32.6K -1,250 -4%
DnB Asset Management
270
DnB Asset Management
Norway
$730K – – –
DBIA
271
Dumont & Blake Investment Advisors
New Jersey
$726K +$25K +959 +4%
GAM
272
Gotham Asset Management
New York
$714K +$714K +27,375 New
Tudor Investment Corp
273
Tudor Investment Corp
Connecticut
$711K +$711K +27,254 New
KA
274
Kintegral Advisory
New York
$709K – – –
WAM
275
Wolverine Asset Management
Illinois
$709K +$237K +9,096 +50%
9 10
11
12 13