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Iron Mountain
IRM

Overview Fund Activity

560 hedge funds and large institutions have $6.43B invested in Iron Mountain in 2020 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 199 increasing their positions, 187 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+26
Holders Change %
+4.87%
% of All Funds
11.51%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
91
Increased
199
Reduced
187
Closed
63
Calls
$96.3M
Puts
$79.6M
Net Calls
+$16.7M
Net Calls Change
+$32.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$110M
2
Cohen & Steers
2
Cohen & Steers
New York
$86.3M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$95.5M
4
Charles Schwab
4
Charles Schwab
California
$84.4M
5
GF
5
Greenhouse Funds
Maryland
$27.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$185M
2
Parnassus Investments
2
Parnassus Investments
California
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$96.2M
4
Stifel Financial
4
Stifel Financial
Missouri
$7.55M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
351
Northwestern Mutual Wealth Management
Wisconsin
$310K +$29.8K +1,140 +11%
GC
352
Globeflex Capital
California
$310K +$310K +11,860 New
Wellington Management Group
353
Wellington Management Group
Massachusetts
$308K +$2.48K +95 +0.8%
EOJOAM
354
E. Ohman J:or Asset Management
Sweden
$304K -$78.3K -3,000 -20%
Millennium Management
355
Millennium Management
New York
$304K -$15.5M -595,831 -98%
GWM
356
Geneos Wealth Management
Colorado
$300K +$4.43K +180 +1%
Lazard Asset Management
357
Lazard Asset Management
New York
$299K -$709K -27,296 -70%
WP
358
WealthPLAN Partners
Nebraska
$283K – – –
CA
359
Corrado Advisors
New Jersey
$283K +$16.4K +630 +6%
VWM
360
Valley Wealth Managers
New Jersey
$278K – – –
BA
361
Bridgewater Associates
Connecticut
$274K -$138K -5,295 -34%
Susquehanna International Group
362
Susquehanna International Group
Pennsylvania
$274K +$274K +10,505 New
Baird Financial Group
363
Baird Financial Group
Wisconsin
$273K -$280K -10,712 -51%
VF
364
Virtu Financial
New York
$272K +$272K +10,405 New
CCA
365
Catalyst Capital Advisors
New York
$271K +$271K +10,370 New
EGA
366
E&G Advisors
Texas
$269K -$63.8K -2,442 -19%
TYCC
367
Texas Yale Capital Corp
Florida
$268K – – –
EI
368
Ethic Inc
New York
$268K +$268K +10,259 New
CA
369
Cullinan Associates
Kentucky
$266K – – –
WS
370
Wedbush Securities
California
$266K +$34K +1,300 +15%
SAM
371
Secure Asset Management
Michigan
$265K +$265K +10,141 New
AP
372
Advisor Partners
California
$264K +$264K +10,123 New
PT
373
Plimoth Trust
Massachusetts
$263K – – –
LNC
374
Lincoln National Corp
Pennsylvania
$262K +$262K +10,062 New
SWM
375
Stockman Wealth Management
Montana
$261K – – –
13 14
15
16 17