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Iron Mountain
IRM

Overview Fund Activity

560 hedge funds and large institutions have $6.43B invested in Iron Mountain in 2020 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 199 increasing their positions, 187 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
560
Holders Change
+26
Holders Change %
+4.87%
% of All Funds
11.51%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
91
Increased
199
Reduced
187
Closed
63
Calls
$96.3M
Puts
$79.6M
Net Calls
+$16.7M
Net Calls Change
+$32.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$110M
2
Cohen & Steers
2
Cohen & Steers
New York
$86.3M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$95.5M
4
Charles Schwab
4
Charles Schwab
California
$84.4M
5
GF
5
Greenhouse Funds
Maryland
$27.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$185M
2
Parnassus Investments
2
Parnassus Investments
California
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$96.2M
4
Stifel Financial
4
Stifel Financial
Missouri
$7.55M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
401
Aigen Investment Management
New York
$215K +$215K +8,250 New
BHWM
402
Bar Harbor Wealth Management
New Hampshire
$210K +$210K +8,041 New
Mackenzie Financial
403
Mackenzie Financial
Ontario, Canada
$209K +$209K +8,009 New
AR
404
Advisory Research
Illinois
$208K +$208K +7,985 New
ASN
405
Advisory Services Network
Georgia
$206K -$1.1K -42 -0.5%
RFM
406
Royal Fund Management
Florida
$205K -$31K -1,186 -13%
HHRDM
407
H&H Retirement Design & Management
Nevada
$204K +$204K +7,808 New
LWP
408
Legacy Wealth Partners
California
$203K +$203K +7,782 New
XF
409
XML Financial
Maryland
$201K +$201K +7,718 New
Impax Asset Management Group
410
Impax Asset Management Group
United Kingdom
$200K +$200K +7,661 New
AII
411
AGF Investments Inc
Ontario, Canada
$198K -$105K -4,027 -35%
AA
412
Ancora Advisors
Ohio
$193K +$193K +7,412 New
SPIA
413
Steward Partners Investment Advisory
New York
$167K +$5.48K +210 +3%
CG
414
Cutler Group
California
$162K +$162K +6,245 New
TRCT
415
Tower Research Capital (TRC)
New York
$153K +$96.4K +3,695 +170%
PWP
416
Principle Wealth Partners
Connecticut
$152K +$152K +5,820 New
SF
417
Synovus Financial
Georgia
$145K -$42.4K -1,630 -23%
CYG
418
Clean Yield Group
Vermont
$142K -$7.84K -300 -5%
MIFH
419
Migdal Insurance & Financial Holdings
Israel
$140K -$838 -32 -0.6%
WT
420
Washington Trust
Rhode Island
$136K -$92.5K -3,610 -40%
DZ Bank
421
DZ Bank
Germany
$128K – – –
AIP
422
Ameritas Investment Partners
Nebraska
$126K – – –
GRP
423
Global Retirement Partners
California
$125K +$78 +3 +0.1%
RIM
424
Rampart Investment Management
Connecticut
$123K +$62.2K +2,386 +102%
APA
425
American Portfolios Advisors
New York
$121K +$7.46K +286 +7%
15 16
17
18 19