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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 %
Rafferty Asset Management
376
Rafferty Asset Management
New York
$813K -$163K -3,114 -17%
BOTW
377
Bank of the West
California
$802K -$146K -2,800 -15%
QIM
378
Quantitative Investment Management
Virginia
$797K +$797K +15,237 New
BCA
379
Bay Colony Advisors
Massachusetts
$776K +$165K +3,151 +27%
SOAMC
380
Spirit of America Management Corp
New York
$772K +$78.5K +1,500 +11%
BCM
381
BTC Capital Management
Iowa
$768K +$153K +2,918 +25%
CS
382
Candriam SCA
Luxembourg
$767K – – –
HH
383
Hilltop Holdings
Texas
$767K – – –
O
384
Ossiam
France
$747K +$138K +2,630 +23%
PMA
385
Prudent Man Advisors
Illinois
$745K -$174K -3,320 -19%
WSC
386
Wellington Shields & Co
New York
$745K +$27.6K +528 +4%
APG Asset Management
387
APG Asset Management
Netherlands
$741K -$543K -11,800 -42%
ANRIA
388
American National Registered Investment Advisor
Texas
$738K – – –
SCA
389
SMH Capital Advisors
Texas
$732K +$8.06K +154 +1%
FM
390
Foster & Motley
Ohio
$719K -$118K -2,248 -14%
CF
391
Centaurus Financial
California
$709K +$122K +2,334 +21%
CIM
392
Contravisory Investment Management
Massachusetts
$708K +$708K +13,538 New
AP
393
Advisor Partners
California
$706K -$84.7K -1,616 -11%
Creative Planning
394
Creative Planning
Kansas
$692K +$33K +631 +5%
RIG
395
Roosevelt Investment Group
New York
$692K +$692K +13,221 New
Luther King Capital Management (LKCM)
396
Luther King Capital Management (LKCM)
Texas
$687K +$31.8K +607 +5%
NMIMC
397
Northwestern Mutual Investment Management Company
Wisconsin
$682K -$6.28K -120 -0.9%
PCM
398
Princeton Capital Management
New Jersey
$673K – – –
WA
399
Winfield Associates
Ohio
$672K +$3.14K +60 +0.5%
KBC Group
400
KBC Group
Belgium
$667K -$2.25M -42,960 -77%
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