Iron Mountain
IRM
710 hedge funds and large institutions have $9.92B invested in Iron Mountain in 2021 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 279 increasing their positions, 245 reducing their positions, and 42 closing their positions.
74% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 42
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
14% more repeat investments, than reductions
Existing positions increased: 279 | Existing positions reduced: 245
3% more funds holding
Funds holding: 686 → 710 (+24)
2% more capital invested
Capital invested by funds: $9.7B → $9.92B (+$229M)
0.34% less ownership
Funds ownership: 79.34% → 79% (-0.34%)
10% less call options, than puts
Call options by funds: $81.8M | Put options by funds: $91.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$51.3M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$26.7M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$25.8M |
| 4 |
State Street
Boston,
Massachusetts
|
+$17.1M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California Public Employees Retirement System
Sacramento,
California
|
-$71.2M |
| 2 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
-$38.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$27.9M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$12.6M |
| 5 |
CB
Commerce Bank
Kansas City,
Missouri
|
-$12.1M |
IRM Hedge Fund Activity: Q3 2021 in Review
710 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2021, worth a combined $9.92B — up 2.4% from $9.7B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new IRM positions and 42 closed out — a net gain of 31 holders — while 279 added to existing stakes and 245 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $51.3M. The largest seller was California Public Employees Retirement System, cutting an estimated $71.2M.
- 710 institutional investors held Iron Mountain (IRM) as of Q3 2021, up from 686 in Q2 2021.
- Funds reported $9.92B of Iron Mountain stock for Q3 2021, up 2.4% quarter-over-quarter.
- 73 funds opened new Iron Mountain positions in Q3 2021 and 42 closed out, a net change of +31 holders.
- The largest Iron Mountain buyer in Q3 2021 was Morgan Stanley, an estimated $51.3M added.
- The largest Iron Mountain seller in Q3 2021 was California Public Employees Retirement System, an estimated $71.2M sold.
Based on aggregated 13F filings for Q3 2021.