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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 %
BCA
376
Bay Colony Advisors
Massachusetts
$451K -$56.4K -1,525 -11%
KFA
377
Krane Funds Advisors
New York
$448K +$448K +12,101 New
AIC
378
Archer Investment Corporation
Indiana
$444K -$192K -5,195 -30%
WA
379
Winfield Associates
Ohio
$443K -$20.7K -560 -4%
OC
380
Oppenheimer & Co
New York
$435K -$368K -9,922 -46%
EOJOAM
381
E. Ohman J:or Asset Management
Sweden
$431K – – –
HT
382
HAP Trading
New York
$431K +$32.9K +888 +8%
CFA
383
Carroll Financial Associates
North Carolina
$428K -$15.2K -411 -3%
B
384
BP
United Kingdom
$427K -$564K -15,258 -57%
MAFM
385
Mid Atlantic Financial Management
Pennsylvania
$416K +$59.8K +1,615 +17%
ACI
386
Alpha Cubed Investments
California
$413K – – –
AR
387
Advisory Research
Illinois
$412K +$84.3K +2,275 +26%
EFS
388
Essex Financial Services
Connecticut
$409K -$5.96K -161 -1%
HAIM
389
Hunter Associates Investment Management
Pennsylvania
$407K +$141K +3,800 +53%
GAG
390
GM Advisory Group
New York
$404K +$64.1K +1,733 +19%
HI
391
Horizon Investments
North Carolina
$399K +$399K +10,785 New
FHB
392
First Hawaiian Bank
Hawaii
$397K -$416K -11,231 -51%
AUB
393
Atlantic Union Bankshares
Virginia
$397K +$19.7K +533 +5%
KA
394
Kovack Advisors
Florida
$395K -$44.6K -1,205 -10%
CBB
395
Citizens Business Bank
California
$394K -$33.3K -899 -8%
B
396
Bailard
California
$393K +$109K +2,948 +38%
CCA
397
Catalyst Capital Advisors
New York
$384K – – –
IAIM
398
International Assets Investment Management
Florida
$382K +$182K +5,496 +91%
LOAME
399
Lombard Odier Asset Management (Europe)
United Kingdom
$378K -$148K -3,996 -28%
DFG
400
Demars Financial Group
Washington
$378K +$925 +25 +0.2%
14 15
16
17 18