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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 %
AIP
351
Ahrens Investment Partners
Louisiana
$557K +$44.4K +1,200 +9%
SM
352
Southport Management
Wyoming
$555K -$370K -10,000 -40%
ANRIA
353
American National Registered Investment Advisor
Texas
$547K – – –
DAM
354
Diamant Asset Management
Connecticut
$547K – – –
Wolverine Trading
355
Wolverine Trading
Illinois
$539K +$137K +3,679 +34%
BFA
356
Beacon Financial Advisory
Ohio
$519K +$60.2K +1,628 +13%
SCA
357
SMH Capital Advisors
Texas
$515K +$2.93K +79 +0.6%
Cohen & Steers
358
Cohen & Steers
New York
$513K -$21M -566,223 -98%
WSC
359
Wellington Shields & Co
New York
$500K +$500K +13,500 New
PFA
360
Peak Financial Advisors
Colorado
$497K +$497K +13,436 New
WAM
361
World Asset Management
Michigan
$487K -$18.3K -455 -4%
NMIMC
362
Northwestern Mutual Investment Management Company
Wisconsin
$484K -$101K -2,739 -17%
GAA
363
Green Alpha Advisors
Colorado
$483K +$483K +13,052 New
CA
364
Cullinan Associates
Kentucky
$474K +$40.7K +1,100 +9%
EP
365
Edgestream Partners
New Jersey
$471K +$471K +12,727 New
IAA
366
Independent Advisor Alliance
North Carolina
$469K +$68.3K +1,845 +17%
Capital Fund Management (CFM)
367
Capital Fund Management (CFM)
France
$468K -$815K -22,020 -64%
WAP
368
Wealthcare Advisory Partners
Pennsylvania
$465K +$117K +3,165 +34%
SLF
369
Sun Life Financial
Ontario, Canada
$462K +$8.92K +241 +2%
VVP
370
Venture Visionary Partners
Ohio
$462K +$26.1K +705 +6%
JF
371
Jump Financial
Illinois
$459K -$88.5K -2,390 -16%
Mariner
372
Mariner
Kansas
$459K -$31.2K -844 -6%
PAM
373
Pegasus Asset Management
New York
$455K – – –
HPC
374
HM Payson & Co
Maine
$454K – – –
DCM
375
Delta Capital Management
New Jersey
$452K +$90K +2,430 +25%
13 14
15
16 17