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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 %
SPC
401
Sigma Planning Corp
Michigan
$667K -$7.07K -135 -1%
WFS
402
Widmann Financial Services
Maryland
$663K +$663K +12,674 New
HPC
403
HM Payson & Co
Maine
$642K – – –
EFS
404
Essex Financial Services
Connecticut
$641K +$65.2K +1,245 +11%
AIC
405
Archer Investment Corporation
Indiana
$628K – – –
CFA
406
Carroll Financial Associates
North Carolina
$622K +$12.2K +233 +2%
EI
407
Ethic Inc
New York
$618K +$131K +2,501 +27%
NWM
408
NEIRG Wealth Management
Massachusetts
$614K +$614K +11,726 New
PAM
409
Pegasus Asset Management
New York
$602K -$4.19K -80 -0.7%
PA
410
Profund Advisors
Maryland
$598K -$994K -18,993 -62%
DCM
411
Delta Capital Management
New Jersey
$597K +$8.9K +170 +2%
IF
412
IRON Financial
Illinois
$597K +$27.1K +519 +5%
TPWA
413
TRUE Private Wealth Advisors
Oregon
$595K +$105 +2 +0%
ACI
414
Alpha Cubed Investments
California
$587K – – –
SS
415
Simplicity Solutions
Minnesota
$584K -$247K -4,717 -30%
RPCONE
416
Retirement Planning Company of New England
Rhode Island
$581K +$581K +11,119 New
CRI
417
Colonial River Investments
Virginia
$572K +$572K +10,934 New
PAM
418
Panagora Asset Management
Massachusetts
$567K -$484K -9,254 -46%
TPWM
419
Twelve Points Wealth Management
Massachusetts
$567K +$567K +10,833 New
ASFA
420
All Season Financial Advisors
Colorado
$565K -$85.4K -1,631 -13%
B
421
Bailard
California
$564K -$4.5K -86 -0.8%
FFA
422
Founders Financial Alliance
North Carolina
$563K +$32K +611 +6%
WS
423
Wedbush Securities
California
$558K +$82.4K +1,573 +17%
CSS
424
Cubist Systematic Strategies
Connecticut
$552K -$5.54M -105,930 -91%
HI
425
Harbour Investments
Wisconsin
$549K -$149K -2,855 -21%
15 16
17
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