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Iron Mountain
IRM

Overview Fund Activity

587 hedge funds and large institutions have $6.48B invested in Iron Mountain in 2020 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 243 increasing their positions, 183 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
+27
Holders Change %
+4.82%
% of All Funds
11.88%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
76
Increased
243
Reduced
183
Closed
49
Calls
$58M
Puts
$56.6M
Net Calls
+$1.37M
Net Calls Change
-$15.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$196M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$28M
3
Citadel Advisors
3
Citadel Advisors
Florida
$26.4M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$45.5M
5
BlackRock
5
BlackRock
New York
$605M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$14.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$36.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$131M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$51.2M
5
State Street
5
State Street
Massachusetts
$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
AUB
401
Atlantic Union Bankshares
Virginia
$262K -$362K -13,523 -58%
SWP
402
Stratos Wealth Partners
Ohio
$260K +$27.4K +1,022 +12%
RIM
403
Redpoint Investment Management
Australia
$257K -$771K -28,739 -75%
DFG
404
Demars Financial Group
Washington
$255K +$21.9K +818 +9%
IRC
405
Investors Research Corp
Georgia
$254K – – –
Franklin Resources
406
Franklin Resources
California
$254K +$254K +9,479 New
QT
407
Quantbot Technologies
New York
$252K +$239K +8,948 +1,884%
SS
408
Simplicity Solutions
Minnesota
$250K -$645K -24,046 -72%
Arrowstreet Capital
409
Arrowstreet Capital
Massachusetts
$249K -$1.68M -62,645 -87%
IRF
410
IBM Retirement Fund
New York
$249K +$249K +9,292 New
ACA
411
Anchor Capital Advisors
Massachusetts
$248K – – –
EFS
412
Essex Financial Services
Connecticut
$247K +$247K +9,217 New
LNC
413
Lincoln National Corp
Pennsylvania
$246K -$23.3K -870 -9%
CI
414
Cigna Investments
Connecticut
$245K – – –
SPI
415
Santori & Peters Inc
Pennsylvania
$242K +$242K +9,069 New
WAP
416
Wealthcare Advisory Partners
Pennsylvania
$238K +$238K +8,900 New
WS
417
Wedbush Securities
California
$236K -$36.7K -1,369 -13%
AIL
418
AGF Investments LLC
Ontario, Canada
$236K -$27 -1 -0%
FAAS
419
First Allied Advisory Services
California
$236K +$236K +8,807 New
AIM
420
Anchor Investment Management
South Carolina
$236K – – –
WP
421
WealthPLAN Partners
Nebraska
$235K -$11.5K -449 -5%
Mackenzie Financial
422
Mackenzie Financial
Ontario, Canada
$235K +$20.7K +775 +10%
SYBT
423
Stock Yards Bank & Trust
Kentucky
$232K +$2.69K +100 +1%
WA
424
Winfield Associates
Ohio
$231K -$16.3K -610 -7%
MAM
425
Morse Asset Management
Connecticut
$228K +$228K +8,500 New
15 16
17
18 19