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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 %
Twin Tree Management
351
Twin Tree Management
Texas
$959K +$959K +18,330 New
WAM
352
Wolverine Asset Management
Illinois
$947K – – –
LSERS
353
Louisiana State Employees Retirement System
Louisiana
$947K +$5.23K +100 +0.6%
TSWM
354
Tyler-Stone Wealth Management
Ohio
$933K +$933K +17,825 New
VVP
355
Venture Visionary Partners
Ohio
$930K +$161K +3,084 +21%
Federated Hermes
356
Federated Hermes
Pennsylvania
$928K -$183K -3,489 -16%
NMERB
357
New Mexico Educational Retirement Board
New Mexico
$923K -$68K -1,300 -7%
GWM
358
Geneos Wealth Management
Colorado
$923K +$49.9K +954 +6%
Koshinski Asset Management
359
Koshinski Asset Management
Illinois
$907K +$7.54K +144 +0.8%
VPIM
360
Vanguard Personalized Indexing Management
California
$907K +$141K +2,695 +18%
PFO
361
Pathstone Family Office
New Jersey
$906K +$50.9K +961 +6%
GAM
362
Gotham Asset Management
New York
$896K -$702K -13,428 -44%
KRS
363
Kentucky Retirement Systems
Kentucky
$887K -$38.9K -743 -4%
AR
364
Advisory Research
Illinois
$884K – – –
CAM
365
Cresset Asset Management
Illinois
$884K +$640K +12,094 +263%
KTA
366
Keeley-Teton Advisors
Illinois
$881K -$51.5K -984 -6%
SW
367
SVB Wealth
Massachusetts
$875K -$66.3K -1,268 -7%
HW
368
Hancock Whitney
Mississippi
$861K -$1.52K -29 -0.2%
LDB
369
Lee, Danner & Bass
Tennessee
$849K +$142K +2,710 +20%
MMG
370
Monetary Management Group
Missouri
$843K -$15.7K -300 -2%
FNT
371
First National Trust
Pennsylvania
$842K +$2.61K +50 +0.3%
EOJOAM
372
E. Ohman J:or Asset Management
Sweden
$840K +$230K +4,400 +38%
National Bank of Canada
373
National Bank of Canada
Quebec, Canada
$840K +$840K +16,045 New
BFA
374
Beacon Financial Advisory
Ohio
$827K -$628 -12 -0.1%
ACM
375
AlphaCrest Capital Management
New York
$818K -$1.76M -33,588 -68%
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