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Iron Mountain
IRM

Overview Fund Activity

534 hedge funds and large institutions have $5.87B invested in Iron Mountain in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 219 increasing their positions, 173 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-42
Holders Change %
-7.29%
% of All Funds
11.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
59
Increased
219
Reduced
173
Closed
94
Calls
$35.7M
Puts
$51.3M
Net Calls
-$15.5M
Net Calls Change
-$46M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$838M
2
PP
Prudential plc
United Kingdom
$66.3M
3
Goldman Sachs
Goldman Sachs
New York
$302M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.16B
5
LSV Asset Management
LSV Asset Management
Illinois
$19.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
Invesco
Invesco
Georgia
$120M
3
Ameriprise
Ameriprise
Minnesota
$42.9M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$3.19M
5
CIM
Centersquare Investment Management
Pennsylvania
$56.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
351
SG3 Management
Puerto Rico
$264K +$264K +11,100 New
MCP
352
Martin Capital Partners
Oregon
$256K +$23.2K +976 +10%
CAM
353
CenterStar Asset Management
Illinois
$255K – – –
Northwestern Mutual Wealth Management
354
Northwestern Mutual Wealth Management
Wisconsin
$255K +$185K +7,761 +262%
VWM
355
Valley Wealth Managers
New Jersey
$254K -$139K -5,850 -35%
FRAF
356
Första AP-fonden
Sweden
$248K -$1.06M -44,300 -81%
FRM
357
Fox Run Management
Connecticut
$248K +$248K +10,434 New
TYCC
358
Texas Yale Capital Corp
Florida
$245K – – –
CA
359
Cullinan Associates
Kentucky
$243K – – –
CA
360
Corrado Advisors
New Jersey
$243K +$1.33K +56 +0.5%
PT
361
Plimoth Trust
Massachusetts
$240K – – –
SWM
362
Stockman Wealth Management
Montana
$238K – – –
CAM
363
Columbia Asset Management
Michigan
$236K -$77.3K -3,250 -25%
FLPIM
364
F.L. Putnam Investment Management
Massachusetts
$234K +$73.1K +3,066 +45%
DILIC
365
Dai-ichi Life Insurance Company
Japan
$233K – – –
WA
366
Winfield Associates
Ohio
$223K +$1.19K +50 +0.5%
WP
367
WealthPLAN Partners
Nebraska
$218K -$23.8K -1,050 -10%
RFM
368
Royal Fund Management
Florida
$215K +$40.2K +1,692 +23%
SPI
369
Santori & Peters Inc
Pennsylvania
$215K +$215K +9,069 New
LIA
370
LS Investment Advisors
Michigan
$214K -$81.9K -3,443 -28%
JG
371
Jefferies Group
New York
$212K -$445K -18,702 -68%
WT
372
Washington Trust
Rhode Island
$212K -$41.4K -1,742 -16%
ACA
373
Anchor Capital Advisors
Massachusetts
$212K +$238 +10 +0.1%
SSWM
374
Sheets Smith Wealth Management
North Carolina
$212K +$18.1K +762 +9%
WS
375
Wedbush Securities
California
$211K +$3.57K +150 +2%
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