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

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$14.4M
2
Morgan Stanley
Morgan Stanley
New York
$36.9M
3
Goldman Sachs
Goldman Sachs
New York
$131M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$51.2M
5
State Street
State Street
Massachusetts
$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
301
IFM Investors
Australia
$649K +$55.8K +2,082 +9%
SW
302
SteelPeak Wealth
California
$645K +$645K +24,070 New
B
303
Barings
North Carolina
$641K +$641K +23,922 New
ECM
304
EII Capital Management
New York
$635K +$214K +8,000 +51%
Creative Planning
305
Creative Planning
Kansas
$622K +$72.8K +2,715 +13%
Financial Engines Advisors
306
Financial Engines Advisors
California
$621K +$621K +22,651 New
GCP
307
GSA Capital Partners
United Kingdom
$620K +$620K +23,128 New
RC
308
Reik & Co
New York
$616K +$616K +22,980 New
DADC
309
D.A. Davidson & Co
Montana
$615K -$914K -34,128 -60%
PP
310
Paloma Partners
Connecticut
$605K -$3.82M -142,459 -86%
RCA
311
Ranch Capital Advisors
Florida
$600K +$56.3K +2,103 +10%
GTCM
312
Gyon Technologies Capital Management
New Jersey
$585K +$585K +21,841 New
WAM
313
Wolverine Asset Management
Illinois
$583K -$145K -5,415 -20%
DA
314
Detalus Advisors
Missouri
$578K +$26.5K +990 +5%
CC
315
Centiva Capital
New York
$576K +$180K +6,739 +46%
BS
316
Boenning & Scattergood
Pennsylvania
$572K +$4.02K +150 +0.7%
BRWA
317
B. Riley Wealth Advisors
Florida
$570K +$14.3K +534 +3%
BOTW
318
Bank of the West
California
$569K -$71.9K -2,687 -11%
Lido Advisors
319
Lido Advisors
California
$569K +$569K +20,750 New
WBC
320
Westpac Banking Corp
Australia
$565K – – –
QI
321
QS Investors
New York
$562K -$5.55M -207,052 -91%
PC
322
PA Capital
Virginia
$560K -$507K -18,915 -47%
FT
323
Fiduciary Trust
Massachusetts
$554K -$253K -9,440 -31%
HKAM
324
Horizon Kinetics Asset Management
New York
$549K +$111K +4,130 +25%
TG
325
TCW Group
California
$546K +$546K +20,386 New
11 12
13
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