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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 %
AIM
376
Anchor Investment Management
South Carolina
$209K – – –
CAM
377
Concorde Asset Management
Michigan
$209K -$1.9K -80 -0.9%
LAM
378
Lapides Asset Management
Connecticut
$207K – – –
KRSITF
379
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$207K +$45.3K +1,903 +28%
SYBT
380
Stock Yards Bank & Trust
Kentucky
$203K -$4.76K -200 -2%
AP
381
Atwood & Palmer
Missouri
$196K – – –
ASN
382
Advisory Services Network
Georgia
$189K -$16.3K -686 -8%
PRC
383
Pearl River Capital
Michigan
$176K -$64.2K -2,698 -27%
SF
384
Synovus Financial
Georgia
$173K +$111K +4,631 +180%
GT
385
Glenmede Trust
Pennsylvania
$168K – – –
VCP
386
Verus Capital Partners
Arizona
$151K +$106K +4,450 +234%
SPIA
387
Steward Partners Investment Advisory
New York
$147K +$50.9K +2,142 +53%
CYG
388
Clean Yield Group
Vermont
$136K +$23.7K +1,000 +21%
Fidelity Investments
389
Fidelity Investments
Massachusetts
$134K -$268K -11,308 -67%
NFG
390
Next Financial Group
Texas
$130K -$13.2K -556 -9%
MIFH
391
Migdal Insurance & Financial Holdings
Israel
$128K -$129K -5,407 -50%
MAM
392
Meeder Asset Management
Ohio
$128K +$128K +5,427 New
CFA
393
Carroll Financial Associates
North Carolina
$127K -$10.8K -454 -8%
DZ Bank
394
DZ Bank
Germany
$117K +$117K +4,900 New
S
395
Seeyond
France
$116K -$889 -321 -0.8%
AIP
396
Ameritas Investment Partners
Nebraska
$115K – – –
GRP
397
Global Retirement Partners
California
$114K -$763 -32 -0.7%
CBT
398
Capital Bank & Trust
California
$104K – – –
APA
399
American Portfolios Advisors
New York
$104K +$60.1K +2,526 +137%
NIM
400
NuWave Investment Management
New Jersey
$102K +$102K +4,284 New
14 15
16
17 18