IRM icon

Iron Mountain
IRM

Overview Fund Activity

534 hedge funds and large institutions have $5.87B invested in Iron Mountain in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 219 increasing their positions, 173 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-42
Holders Change %
-7.29%
% of All Funds
11.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
59
Increased
219
Reduced
173
Closed
94
Calls
$35.7M
Puts
$51.3M
Net Calls
-$15.5M
Net Calls Change
-$46M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$838M
2
PP
Prudential plc
United Kingdom
$66.3M
3
Goldman Sachs
Goldman Sachs
New York
$302M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.16B
5
LSV Asset Management
LSV Asset Management
Illinois
$19.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$0
2
Invesco
Invesco
Georgia
$120M
3
Ameriprise
Ameriprise
Minnesota
$42.9M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$3.19M
5
CIM
Centersquare Investment Management
Pennsylvania
$56.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
426
CSat Investment Advisory
Michigan
$55K +$2.42K +100 +5%
TRCT
427
Tower Research Capital (TRC)
New York
$51K +$847 +36 +2%
AssetMark Inc
428
AssetMark Inc
California
$51K +$4.13K +174 +9%
KPCM
429
Kings Point Capital Management
New York
$48K -$62.4K -2,600 -57%
VCM
430
Vigilant Capital Management
Maine
$48K – – –
FHA
431
First Horizon Advisors
Tennessee
$48K – – –
QCG
432
Quadrant Capital Group
Ohio
$48K +$7.7K +316 +19%
FP
433
Financial Perspectives
Minnesota
$47.6K – – –
RE
434
RBC Europe
United Kingdom
$47K -$1.86K -78 -4%
MCM
435
McMillion Capital Management
North Carolina
$46K +$11.8K +500 +34%
OAM
436
Oppenheimer Asset Management
New York
$45K +$5.35K +226 +14%
JCM
437
Jacobi Capital Management
Pennsylvania
$41K +$427 +18 +1%
TFS
438
TrustCore Financial Services
Tennessee
$40K +$16.5K +701 +70%
PCG
439
Private Capital Group
Connecticut
$38K +$20.9K +871 +122%
ACA
440
Atlas Capital Advisors
Wyoming
$36K – – –
IA
441
IFP Advisors
Florida
$36K -$15.9K -626 -31%
FFC
442
First Financial Corp
Indiana
$36K – – –
VanEck Associates
443
VanEck Associates
New York
$35K +$5.65K +236 +19%
FHA
444
Flagship Harbor Advisors
Massachusetts
$32K +$603 +25 +2%
LFG
445
Larson Financial Group
Missouri
$31K +$6.77K +289 +28%
EFSCE
446
Enterprise Financial Services Corp (EFSC)
Missouri
$29K +$24.1K +1,001 +486%
SFS
447
Sowell Financial Services
Arkansas
$26K -$52K -2,210 -67%
PI
448
PineBridge Investments
New York
$25K -$11.1K -470 -31%
CTC
449
Central Trust Company
Missouri
$25K – – –
PCIA
450
Prime Capital Investment Advisors
Kansas
$24K -$50.9K -2,141 -68%
16 17
18
19 20