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Iron Mountain
IRM

Overview Fund Activity

627 hedge funds and large institutions have $8.41B invested in Iron Mountain in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 247 increasing their positions, 212 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+16
Holders Change %
+2.62%
% of All Funds
11.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
83
Increased
247
Reduced
212
Closed
59
Calls
$94.1M
Puts
$95.8M
Net Calls
-$1.69M
Net Calls Change
-$33.8M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.21B
2
AAMU
2
Amundi Asset Management US
Massachusetts
$99.9M
3
American Century Companies
3
American Century Companies
Missouri
$67.6M
4
Jane Street
4
Jane Street
New York
$16.6M
5
AIA
5
Avalon Investment & Advisory
Texas
$16.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$193M
2
PP
2
Prudential plc
United Kingdom
$11.9M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$32.7M
4
RJA
4
Raymond James & Associates
Florida
$29.2M
5
EIP
5
Epoch Investment Partners
New York
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
401
Cigna Investments
Connecticut
$378K +$8.47K +229 +2%
GC
402
Grace Capital
Massachusetts
$374K -$737K -19,900 -66%
PT
403
Plimoth Trust
Massachusetts
$373K – – –
SWM
404
Stockman Wealth Management
Montana
$370K – – –
AIA
405
Armor Investment Advisors
North Carolina
$370K +$70.7K +1,909 +24%
CC
406
Claybrook Capital
Massachusetts
$370K +$370K +10,000 New
IRF
407
IBM Retirement Fund
New York
$365K -$24.9K -672 -6%
DILIC
408
Dai-ichi Life Insurance Company
Japan
$363K – – –
CF
409
Centaurus Financial
California
$361K +$361K +9,761 New
RIM
410
Redpoint Investment Management
Australia
$357K -$20.5K -553 -5%
CFGS
411
Concourse Financial Group Securities
Alabama
$356K -$99.7K -2,650 -22%
CA
412
Corrado Advisors
New Jersey
$355K +$13K +351 +4%
LNC
413
Lincoln National Corp
Pennsylvania
$354K +$629 +17 +0.2%
SW
414
SteelPeak Wealth
California
$351K -$709K -19,148 -67%
IRC
415
Investors Research Corp
Georgia
$351K – – –
SS
416
Simplicity Solutions
Minnesota
$348K +$9.74K +263 +3%
Impax Asset Management Group
417
Impax Asset Management Group
United Kingdom
$342K +$18.1K +490 +6%
MFG
418
Merit Financial Group
Georgia
$337K -$14.8K -400 -4%
MHS
419
M Holdings Securities
Oregon
$337K +$337K +9,112 New
BRWM
420
B. Riley Wealth Management
Tennessee
$332K -$239K -6,471 -42%
TCM
421
Tuttle Capital Management
Connecticut
$329K +$329K +8,881 New
DA
422
DCM Advisors
New York
$323K -$4.92K -133 -2%
HHRDM
423
H&H Retirement Design & Management
Nevada
$322K +$322K +7,972 New
VF
424
Virtu Financial
New York
$321K +$321K +8,681 New
AP
425
Atwood & Palmer
Missouri
$308K +$2.96K +80 +1%
15 16
17
18 19