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Iron Mountain
IRM

Overview Fund Activity

627 hedge funds and large institutions have $8.41B invested in Iron Mountain in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 247 increasing their positions, 212 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+16
Holders Change %
+2.62%
% of All Funds
11.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
83
Increased
247
Reduced
212
Closed
59
Calls
$94.1M
Puts
$95.8M
Net Calls
-$1.69M
Net Calls Change
-$33.8M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.21B
2
AAMU
2
Amundi Asset Management US
Massachusetts
$99.9M
3
American Century Companies
3
American Century Companies
Missouri
$67.6M
4
Jane Street
4
Jane Street
New York
$16.6M
5
AIA
5
Avalon Investment & Advisory
Texas
$16.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$193M
2
PP
2
Prudential plc
United Kingdom
$11.9M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$32.7M
4
RJA
4
Raymond James & Associates
Florida
$29.2M
5
EIP
5
Epoch Investment Partners
New York
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
EE
301
EWG Elevate
California
$898K -$10.9K -295 -1%
SC
302
Slow Capital
California
$891K +$7.48K +202 +0.8%
RBFC
303
Roman Butler Fullerton & Co
Missouri
$855K +$60.9K +1,597 +8%
RC
304
Reik & Co
New York
$850K – – –
US Bancorp
305
US Bancorp
Minnesota
$838K +$15.8K +425 +2%
MMG
306
Monetary Management Group
Missouri
$836K +$318K +8,600 +61%
ECM
307
Everence Capital Management
Indiana
$835K – – –
OTPPB
308
Ontario Teachers' Pension Plan Board
Ontario, Canada
$833K -$401K -10,834 -32%
Financial Engines Advisors
309
Financial Engines Advisors
California
$829K -$32.9K -873 -4%
BS
310
Boenning & Scattergood
Pennsylvania
$829K -$9.25K -250 -1%
MSRPS
311
Maryland State Retirement & Pension System
Maryland
$807K +$807K +21,801 New
TRSOTSOK
312
Teachers Retirement System of the State of Kentucky
Kentucky
$798K -$111K -3,000 -12%
BCM
313
Breiter Capital Management
Florida
$784K -$7.29K -197 -0.9%
WG
314
Winton Group
United Kingdom
$778K -$356K -9,637 -31%
DA
315
Detalus Advisors
Missouri
$778K -$12K -325 -2%
EMPI
316
Elo Mutual Pension Insurance
Finland
$769K +$11.2K +303 +1%
FT
317
Fiduciary Trust
Massachusetts
$765K -$222 -6 -0%
Creative Planning
318
Creative Planning
Kansas
$749K +$44.4K +1,200 +6%
NFG
319
Next Financial Group
Texas
$746K +$472K +12,650 +172%
SPC
320
Sigma Planning Corp
Michigan
$742K -$314K -8,472 -30%
HW
321
Hancock Whitney
Mississippi
$720K -$6.51K -176 -0.9%
TIA
322
Trust Investment Advisors
Indiana
$719K -$2.4K -65 -0.3%
BCM
323
Bayesian Capital Management
New York
$711K -$548K -14,800 -44%
IG
324
ING Group
Netherlands
$707K -$666 -18 -0.1%
BMSSC
325
B. Metzler seel. Sohn & Co
Germany
$701K -$191K -5,154 -21%
11 12
13
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