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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 %
WAM
326
Wolverine Asset Management
Illinois
$697K -$234K -6,329 -25%
BOTW
327
Bank of the West
California
$695K – – –
GWM
328
Geneos Wealth Management
Colorado
$693K -$140K -3,428 -17%
BCM
329
BTC Capital Management
Iowa
$689K – – –
VI
330
Vestcor Inc
New Brunswick, Canada
$686K -$2.73M -73,908 -80%
NMERB
331
New Mexico Educational Retirement Board
New Mexico
$682K – – –
LSERS
332
Louisiana State Employees Retirement System
Louisiana
$662K – – –
KRS
333
Kentucky Retirement Systems
Kentucky
$660K -$22.6K -610 -3%
TCM
334
Teza Capital Management
Illinois
$657K +$268K +7,234 +69%
PMA
335
Prudent Man Advisors
Illinois
$649K +$24.6K +666 +4%
AFA
336
Abacus FCF Advisors
Florida
$629K +$629K +16,878 New
VI
337
Versor Investments
New York
$628K +$628K +16,960 New
SW
338
SVB Wealth
Massachusetts
$622K +$218K +5,894 +54%
Cetera Investment Advisers
339
Cetera Investment Advisers
Illinois
$619K -$865K -23,386 -58%
CGH
340
Crossmark Global Holdings
Texas
$607K +$20K +540 +3%
HI
341
Harbour Investments
Wisconsin
$606K +$606K +16,384 New
FWM
342
Foresight Wealth Management
Utah
$597K +$597K +16,137 New
WAM
343
Weiss Asset Management
Massachusetts
$594K +$594K +16,039 New
PCM
344
Princeton Capital Management
New Jersey
$590K +$5.22K +141 +0.9%
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$589K +$106K +2,863 +22%
AP
346
Advisor Partners
California
$584K -$26.9K -727 -4%
FNT
347
First National Trust
Pennsylvania
$577K +$129K +3,497 +29%
Rafferty Asset Management
348
Rafferty Asset Management
New York
$561K +$178K +4,820 +47%
ECM
349
Estabrook Capital Management
New York
$561K -$7.14K -193 -1%
RJT
350
Raymond James Trust
Florida
$558K -$556K -15,046 -50%
12 13
14
15 16