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Iron Mountain
IRM

Overview Fund Activity

576 hedge funds and large institutions have $7.72B invested in Iron Mountain in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 242 increasing their positions, 151 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+59
Holders Change %
+11.41%
% of All Funds
11.37%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
100
Increased
242
Reduced
151
Closed
30
Calls
$88.3M
Puts
$57.8M
Net Calls
+$30.5M
Net Calls Change
+$2.19M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$41.5M
2
Morgan Stanley
Morgan Stanley
New York
$164M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.52B
4
Deutsche Bank
Deutsche Bank
Germany
$50.6M
5
State Street
State Street
Massachusetts
$440M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$924M
2
Parnassus Investments
Parnassus Investments
California
$189M
3
CWM
CIBC World Markets
New York
$1.08M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
SC
Schooner Capital
Florida
$74.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
301
Ranch Capital Advisors
Florida
$578K +$96.4K +3,025 +20%
Coatue Management
302
Coatue Management
New York
$577K +$577K +18,118 New
PCM
303
Princeton Capital Management
New Jersey
$573K +$9.45K +297 +2%
SIM
304
Sentry Investment Management
Wisconsin
$570K +$570K +17,876 New
WAM
305
Wolverine Asset Management
Illinois
$551K -$39.5K -1,241 -7%
DA
306
Detalus Advisors
Missouri
$542K +$542K +17,016 New
Fidelity Investments
307
Fidelity Investments
Massachusetts
$540K -$61.8K -1,941 -10%
DAM
308
Diamant Asset Management
Connecticut
$539K – – –
MC
309
Moors & Cabot
Massachusetts
$539K +$22K +687 +4%
VWM
310
Valley Wealth Managers
New Jersey
$526K -$66.9K -2,100 -11%
KA
311
Kovack Advisors
Florida
$524K -$1.37K -43 -0.3%
RCM
312
RB Capital Management
Nevada
$518K +$123K +4,007 +31%
CGH
313
Crossmark Global Holdings
Texas
$511K -$5.96K -187 -1%
KIA
314
KCM Investment Advisors
California
$508K +$508K +15,950 New
CIM
315
CIM Investment Management
Pennsylvania
$507K – – –
AGM
316
Alpine Global Management
New York
$502K +$502K +15,751 New
O
317
Ossiam
France
$494K +$433K +13,589 +714%
US Bancorp
318
US Bancorp
Minnesota
$492K -$1.59K -50 -0.3%
ANRIA
319
American National Registered Investment Advisor
Texas
$483K +$478 +15 +0.1%
GI
320
GAMCO Investors
Connecticut
$478K +$478K +15,000 New
OAM
321
Oxford Asset Management
United Kingdom
$476K +$476K +14,932 New
BRWA
322
B. Riley Wealth Advisors
Florida
$474K +$86.4K +2,708 +22%
KRS
323
Kentucky Retirement Systems
Kentucky
$471K +$1.91K +60 +0.4%
GC
324
Grace Capital
Massachusetts
$468K -$1.66K -52 -0.4%
EOJOAM
325
E. Ohman J:or Asset Management
Sweden
$467K – – –
11 12
13
14 15