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Iron Mountain
IRM

Overview Fund Activity

749 hedge funds and large institutions have $12B invested in Iron Mountain in 2021 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 266 increasing their positions, 239 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+44
Holders Change %
+6.24%
% of All Funds
11.57%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
124
Increased
266
Reduced
239
Closed
71
Calls
$90.2M
Puts
$132M
Net Calls
-$42.2M
Net Calls Change
-$32.8M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$32.4M
2
Amundi
Amundi
France
+$30.9M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$28M
4
State Street
State Street
Massachusetts
+$27.7M
5
American Century Companies
American Century Companies
Missouri
+$22.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$70.1M
2
EIP
Epoch Investment Partners
New York
-$45M
3
Barclays
Barclays
United Kingdom
-$12.6M
4
ZP
Zimmer Partners
New York
-$12.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
326
US Bancorp
Minnesota
$1.19M -$133K -2,544 -10%
State Farm Mutual Automobile Insurance
327
State Farm Mutual Automobile Insurance
Illinois
$1.18M – – –
BS
328
Boenning & Scattergood
Pennsylvania
$1.17M – – –
RBFC
329
Roman Butler Fullerton & Co
Missouri
$1.15M -$50.8K -972 -4%
MSRPS
330
Maryland State Retirement & Pension System
Maryland
$1.14M – – –
MWPCG
331
Measured Wealth Private Client Group
New Hampshire
$1.14M -$85.8K -1,639 -7%
TRSOTSOK
332
Teachers Retirement System of the State of Kentucky
Kentucky
$1.13M – – –
BAM
333
Blueshift Asset Management
New Jersey
$1.13M +$1.13M +21,575 New
PFA
334
Pinnacle Family Advisors
Missouri
$1.12M -$9.63K -184 -0.8%
EMPI
335
Elo Mutual Pension Insurance
Finland
$1.12M +$53.2K +1,017 +5%
TIA
336
Trust Investment Advisors
Indiana
$1.12M +$65.8K +1,257 +6%
HPM
337
Hudson Portfolio Management
New York
$1.1M -$393K -7,525 -26%
EWM
338
Empirical Wealth Management
Washington
$1.1M +$1.1M +20,957 New
Wolverine Trading
339
Wolverine Trading
Illinois
$1.09M -$264K -5,034 -20%
FT
340
Fiduciary Trust
Massachusetts
$1.08M -$52 -1 -0%
NFG
341
Next Financial Group
Texas
$1.07M -$10.1K -193 -0.9%
SC
342
Slow Capital
California
$1.06M -$11K -211 -1%
EE
343
EWG Elevate
California
$1.06M +$29.4K +561 +3%
SLI
344
Sumitomo Life Insurance
Japan
$1.04M -$27.9K -533 -3%
SIA
345
Soltis Investment Advisors
Utah
$1.04M +$89.3K +1,706 +9%
FWM
346
Foresight Wealth Management
Utah
$1.04M +$13.3K +255 +1%
ERIM
347
Eagle Ridge Investment Management
Connecticut
$1.03M – – –
CIA
348
Capital Investment Advisors
Georgia
$1.01M +$59.2K +1,131 +6%
Mariner
349
Mariner
Kansas
$1M +$42.9K +819 +4%
AIL
350
AGF Investments LLC
Ontario, Canada
$994K +$207K +3,958 +26%
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14
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