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Iron Mountain
IRM

Overview Fund Activity

705 hedge funds and large institutions have $9.91B invested in Iron Mountain in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 277 increasing their positions, 243 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+23
Holders Change %
+3.37%
% of All Funds
12.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
72
Increased
277
Reduced
243
Closed
42
Calls
$81.9M
Puts
$91.2M
Net Calls
-$9.4M
Net Calls Change
+$18.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$49.5M
2
Northern Trust
Northern Trust
Illinois
+$25.8M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$24.9M
4
State Street
State Street
Massachusetts
+$16.7M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$15.9M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$68.7M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$37.1M
3
Invesco
Invesco
Georgia
-$26.9M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$12.2M
5
CB
Commerce Bank
Missouri
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
301
Cerity Partners
New York
$1.15M +$478 +11 +0%
EP
302
Edgestream Partners
New Jersey
$1.15M +$1.15M +26,360 New
Wolverine Trading
303
Wolverine Trading
Illinois
$1.14M +$731K +16,491 +179%
TIM
304
Thompson Investment Management
Wisconsin
$1.14M -$14.8K -340 -1%
KA
305
Kintegral Advisory
New York
$1.13M – – –
ECM
306
EII Capital Management
New York
$1.12M – – –
AWA
307
Arkadios Wealth Advisors
Georgia
$1.11M -$241K -5,539 -18%
CIBC Asset Management
308
CIBC Asset Management
Ontario, Canada
$1.11M +$30.2K +695 +3%
CIAS
309
Capital Investment Advisory Services
North Carolina
$1.1M -$89.4K -2,058 -8%
US Bancorp
310
US Bancorp
Minnesota
$1.1M +$98.1K +2,258 +10%
GCM
311
Gables Capital Management
Florida
$1.1M – – –
RIM
312
Redwood Investment Management
Arizona
$1.1M -$107K -2,457 -9%
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$1.08M +$123K +2,824 +13%
HKAM
314
Horizon Kinetics Asset Management
New York
$1.08M -$78.2K -1,800 -7%
LC
315
Lavaca Capital
Texas
$1.07M -$10.9K -250 -1%
GAA
316
Green Alpha Advisors
Colorado
$1.07M +$214K +4,932 +25%
FFWM
317
Future Financial Wealth Management
Ohio
$1.07M – – –
KIA
318
KCM Investment Advisors
California
$1.06M -$30.4K -700 -3%
FP
319
Fiduciary Planning
Florida
$1.05M -$17.8K -409 -2%
APG Asset Management
320
APG Asset Management
Netherlands
$1.05M -$382K -10,200 -27%
SAM
321
Securian Asset Management
Minnesota
$1.04M -$13.6K -312 -1%
RBFC
322
Roman Butler Fullerton & Co
Missouri
$1.03M +$23.2K +515 +2%
MWPCG
323
Measured Wealth Private Client Group
New Hampshire
$1.02M -$1.39M -31,918 -58%
BI
324
Bramshill Investments
Florida
$1.01M +$1.01M +23,139 New
NERM
325
New England Research & Management
Illinois
$1M +$1M +23,100 New
11 12
13
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