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Iron Mountain
IRM

Overview Fund Activity

749 hedge funds and large institutions have $12B invested in Iron Mountain in 2021 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 266 increasing their positions, 239 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+44
Holders Change %
+6.24%
% of All Funds
11.57%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
124
Increased
266
Reduced
239
Closed
71
Calls
$90.2M
Puts
$132M
Net Calls
-$42.2M
Net Calls Change
-$32.8M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$82.6M
2
Amundi
Amundi
France
$170M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$28M
4
State Street
State Street
Massachusetts
$760M
5
American Century Companies
American Century Companies
Missouri
$55.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$149M
2
EIP
Epoch Investment Partners
New York
$141M
3
Barclays
Barclays
United Kingdom
$39.4M
4
ZP
Zimmer Partners
New York
$0
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
251
Sculati Wealth Management
Michigan
$2.2M +$38.5K +735 +2%
RWA
252
Roberts Wealth Advisors
California
$2.12M -$93.5K -1,788 -4%
II
253
IFM Investors
Australia
$2.1M – – –
USCWA
254
U.S. Capital Wealth Advisors
Texas
$2.1M -$1.94M -37,063 -48%
TPSF
255
Texas Permanent School Fund
Texas
$2.09M -$250K -4,781 -11%
GC
256
Globeflex Capital
California
$2.06M +$1.77M +33,882 +622%
DCM
257
Dupont Capital Management
Delaware
$2.05M -$201K -3,842 -9%
X
258
Xponance
Pennsylvania
$2.04M +$183K +3,505 +10%
AWM
259
AE Wealth Management
Kansas
$2.03M -$49.3K -942 -2%
Public Employees Retirement Association of Colorado
260
Public Employees Retirement Association of Colorado
Colorado
$2.01M – – –
MOACM
261
Mutual of America Capital Management
New York
$2M +$13.3K +254 +0.7%
HI
262
Horizon Investments
North Carolina
$1.98M +$105K +2,013 +6%
ZCM
263
Ziegler Capital Management
Illinois
$1.98M -$169K -3,340 -8%
RCM
264
RB Capital Management
Nevada
$1.96M +$75.8K +1,448 +4%
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
$1.95M -$208K -3,965 -10%
Bessemer Group
266
Bessemer Group
New Jersey
$1.93M +$77.6K +1,483 +4%
MC
267
Mathes Company
New York
$1.93M -$120K -2,300 -6%
ANI
268
American National Insurance
Texas
$1.92M -$8.62M -164,690 -82%
VI
269
Vestcor Inc
New Brunswick, Canada
$1.9M -$1.35M -25,786 -41%
COPPSERS
270
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.9M +$3.66K +70 +0.2%
MAM
271
Madison Asset Management
Wisconsin
$1.89M +$133K +2,538 +8%
IAA
272
Independent Advisor Alliance
North Carolina
$1.85M +$23.3K +446 +1%
CG
273
Cutler Group
California
$1.85M +$1.61M +30,821 +686%
ASN
274
Advisory Services Network
Georgia
$1.84M -$943K -18,013 -34%
JG
275
Jefferies Group
New York
$1.81M +$1.22M +23,302 +208%
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