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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
+$49.5M
2
Northern Trust
Northern Trust
Illinois
+$25.8M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$24.9M
4
State Street
State Street
Massachusetts
+$16.7M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$15.9M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$68.7M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$37.1M
3
Invesco
Invesco
Georgia
-$26.9M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$12.2M
5
CB
Commerce Bank
Missouri
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
351
Financial Engines Advisors
California
$838K -$132K -2,994 -14%
Fayez Sarofim & Co
352
Fayez Sarofim & Co
Texas
$832K -$121K -2,794 -13%
NMERB
353
New Mexico Educational Retirement Board
New Mexico
$823K -$13K -300 -2%
Rafferty Asset Management
354
Rafferty Asset Management
New York
$811K -$192K -4,425 -19%
Mariner
355
Mariner
Kansas
$797K +$66.8K +1,536 +9%
SIA
356
Soltis Investment Advisors
Utah
$790K +$57.5K +1,323 +8%
BOTW
357
Bank of the West
California
$788K -$24.2K -557 -3%
WAM
358
Wolverine Asset Management
Illinois
$786K -$234K -5,379 -23%
CIA
359
Capital Investment Advisors
Georgia
$786K +$229K +5,263 +41%
LSERS
360
Louisiana State Employees Retirement System
Louisiana
$782K – – –
SW
361
SVB Wealth
Massachusetts
$782K +$545K +12,543 +230%
KTA
362
Keeley-Teton Advisors
Illinois
$774K -$17.3K -398 -2%
KRS
363
Kentucky Retirement Systems
Kentucky
$768K +$37.8K +871 +5%
PMA
364
Prudent Man Advisors
Illinois
$763K +$6.69K +154 +0.9%
AI
365
Atom Investors
Texas
$758K +$337K +7,763 +80%
TRCT
366
Tower Research Capital (TRC)
New York
$757K -$519K -11,958 -41%
Koshinski Asset Management
367
Koshinski Asset Management
Illinois
$747K +$747K +17,197 New
AR
368
Advisory Research
Illinois
$734K – – –
GWM
369
Geneos Wealth Management
Colorado
$734K +$54.1K +1,231 +8%
TA
370
Tectonic Advisors
Texas
$730K +$344K +7,930 +89%
HW
371
Hancock Whitney
Mississippi
$716K -$397K -9,143 -36%
BMSSC
372
B. Metzler seel. Sohn & Co
Germany
$714K -$339K -7,800 -32%
MMG
373
Monetary Management Group
Missouri
$713K -$217K -5,000 -23%
PFO
374
Pathstone Family Office
New Jersey
$711K +$44.9K +1,020 +7%
FNT
375
First National Trust
Pennsylvania
$698K +$13.2K +304 +2%
13 14
15
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