IRM icon

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
$182M
2
Northern Trust
Northern Trust
Illinois
$185M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$41.7M
4
State Street
State Street
Massachusetts
$610M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
$67.5M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
$29.2M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.12M
3
Invesco
Invesco
Georgia
$185M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$18.8M
5
CB
Commerce Bank
Missouri
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
326
Reik & Co
New York
$998K – – –
ECM
327
Everence Capital Management
Indiana
$981K – – –
State Farm Mutual Automobile Insurance
328
State Farm Mutual Automobile Insurance
Illinois
$978K – – –
BS
329
Boenning & Scattergood
Pennsylvania
$973K – – –
MSRPS
330
Maryland State Retirement & Pension System
Maryland
$968K – – –
DM
331
Delphi Management
Massachusetts
$963K -$75.5K -1,739 -7%
PFA
332
Pinnacle Family Advisors
Missouri
$942K +$244K +5,612 +35%
TRSOTSOK
333
Teachers Retirement System of the State of Kentucky
Kentucky
$937K – – –
Federated Hermes
334
Federated Hermes
Pennsylvania
$922K -$339K -7,797 -27%
NFG
335
Next Financial Group
Texas
$899K +$58.7K +1,346 +7%
FT
336
Fiduciary Trust
Massachusetts
$898K – – –
SC
337
Slow Capital
California
$889K -$175K -4,032 -16%
EMPI
338
Elo Mutual Pension Insurance
Finland
$889K – – –
SLI
339
Sumitomo Life Insurance
Japan
$886K -$40.3K -927 -4%
VI
340
Versor Investments
New York
$886K +$378K +8,693 +74%
WA
341
Wambolt & Associates
Colorado
$879K +$208K +4,733 +31%
Los Angeles Capital Management
342
Los Angeles Capital Management
California
$877K -$23.4K -538 -3%
TIA
343
Trust Investment Advisors
Indiana
$877K -$5.34K -123 -0.6%
PAM
344
Panagora Asset Management
Massachusetts
$873K – – –
ERIM
345
Eagle Ridge Investment Management
Connecticut
$856K +$856K +19,702 New
EE
346
EWG Elevate
California
$853K +$144K +3,319 +20%
NAM
347
NorthCoast Asset Management
Connecticut
$851K +$851K +19,583 New
CIBC Private Wealth Group
348
CIBC Private Wealth Group
Georgia
$849K -$247K -5,676 -23%
FWM
349
Foresight Wealth Management
Utah
$848K -$16.2K -373 -2%
Marshall Wace
350
Marshall Wace
United Kingdom
$847K +$847K +19,503 New
12 13
14
15 16