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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
$182M
2
Northern Trust
Northern Trust
Illinois
$185M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$41.7M
4
State Street
State Street
Massachusetts
$610M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
$67.5M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
$29.2M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.12M
3
Invesco
Invesco
Georgia
$185M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$18.8M
5
CB
Commerce Bank
Missouri
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
376
Foster & Motley
Ohio
$695K -$147K -3,390 -17%
SS
377
Simplicity Solutions
Minnesota
$689K +$197K +4,546 +40%
BFA
378
Beacon Financial Advisory
Ohio
$687K +$21.3K +490 +3%
VVP
379
Venture Visionary Partners
Ohio
$671K -$54.2K -1,187 -7%
WAP
380
Wealthcare Advisory Partners
Pennsylvania
$666K +$21.2K +487 +3%
AP
381
Advisor Partners
California
$656K -$24.5K -563 -4%
AIL
382
AGF Investments LLC
Ontario, Canada
$654K +$348 +8 +0.1%
PHK
383
Point72 Hong Kong
Hong Kong
$648K +$648K +14,904 New
DAM
384
Diamant Asset Management
Connecticut
$642K +$642K +14,775 New
CS
385
Candriam SCA
Luxembourg
$637K -$635K -14,596 -50%
HH
386
Hilltop Holdings
Texas
$637K – – –
VPIM
387
Vanguard Personalized Indexing Management
California
$636K -$43.9K -1,012 -6%
SSA
388
Schonfeld Strategic Advisors
New York
$617K -$2.57M -59,100 -81%
ANRIA
389
American National Registered Investment Advisor
Texas
$613K -$1.87K -43 -0.3%
VF
390
Virtu Financial
New York
$604K -$44.1K -1,015 -7%
SCA
391
SMH Capital Advisors
Texas
$601K -$3.69K -85 -0.6%
WSC
392
Wellington Shields & Co
New York
$596K +$435 +10 +0.1%
QC
393
Quantedge Capital
Singapore
$595K – – –
MAFM
394
Mid Atlantic Financial Management
Pennsylvania
$590K -$84.1K -1,934 -12%
LDB
395
Lee, Danner & Bass
Tennessee
$587K +$170K +3,905 +41%
HI
396
Harbour Investments
Wisconsin
$580K -$68.2K -1,569 -11%
SOAMC
397
Spirit of America Management Corp
New York
$576K +$576K +13,250 New
NMIMC
398
Northwestern Mutual Investment Management Company
Wisconsin
$571K +$1.52K +35 +0.3%
MAM
399
Meeder Asset Management
Ohio
$561K -$409K -9,439 -42%
SPC
400
Sigma Planning Corp
Michigan
$559K -$227K -5,240 -29%
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