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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 %
DA
301
Detalus Advisors
Missouri
$537K -$17.3K -665 -3%
ECM
302
Estabrook Capital Management
New York
$536K -$33.8K -1,294 -6%
Creative Planning
303
Creative Planning
Kansas
$535K +$220K +8,418 +70%
FI
304
FormulaFolio Investments
Michigan
$532K -$86.2K -3,299 -14%
AF
305
AMG Funds
Connecticut
$521K -$127K -4,752 -20%
BAMF
306
BI Asset Management Fondsmaeglerselskab
Denmark
$521K +$521K +19,974 New
NA
307
Navellier & Associates
Nevada
$517K -$175K -6,699 -25%
RBFC
308
Roman Butler Fullerton & Co
Missouri
$514K +$5.12K +196 +1%
NMERB
309
New Mexico Educational Retirement Board
New Mexico
$505K +$33.9K +1,300 +7%
ACM
310
Alethea Capital Management
Washington
$487K -$24.5K -937 -5%
BCV
311
Banque Cantonale Vaudoise
Switzerland
$483K – – –
Qube Research & Technologies (QRT)
312
Qube Research & Technologies (QRT)
United Kingdom
$475K -$592K -22,680 -55%
TIA
313
Trust Investment Advisors
Indiana
$464K -$34K -1,300 -7%
AIM
314
Axiom Investment Management
New York
$457K +$20.9K +800 +5%
Mercer Global Advisors
315
Mercer Global Advisors
Colorado
$452K +$452K +17,332 New
HT
316
HighTower Trust
Texas
$450K +$450K +17,248 New
SIM
317
Sentry Investment Management
Wisconsin
$448K +$448K +17,181 New
Capstone Investment Advisors
318
Capstone Investment Advisors
New York
$432K +$432K +16,555 New
AIC
319
Archer Investment Corporation
Indiana
$431K +$120K +4,600 +39%
Victory Capital Management
320
Victory Capital Management
Texas
$430K -$496K -19,000 -54%
COPPSERS
321
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$430K -$49.2K -1,884 -10%
HKAM
322
Horizon Kinetics Asset Management
New York
$427K -$62.6K -2,400 -13%
WG
323
Winton Group
United Kingdom
$419K +$419K +16,047 New
KRS
324
Kentucky Retirement Systems
Kentucky
$418K -$93.5K -3,584 -18%
CGH
325
Crossmark Global Holdings
Texas
$416K -$3.84K -147 -0.9%
11 12
13
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