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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 %
IAA
426
Independent Advisor Alliance
North Carolina
$228K +$228K +8,509 New
NFG
427
Next Financial Group
Texas
$224K -$27.3K -1,016 -11%
CAG
428
Csenge Advisory Group
Florida
$224K +$224K +8,250 New
ECM
429
ExodusPoint Capital Management
New York
$223K +$223K +8,309 New
SSWM
430
Sheets Smith Wealth Management
North Carolina
$222K -$6.95K -260 -3%
B
431
Bailard
California
$222K +$222K +8,273 New
AP
432
Atwood & Palmer
Missouri
$221K – – –
BHWM
433
Bar Harbor Wealth Management
New Hampshire
$215K – – –
GAM
434
Gotham Asset Management
New York
$214K -$518K -19,376 -71%
WTB
435
Washington Trust Bank
Washington
$214K -$9.7K -362 -4%
AR
436
Advisory Research
Illinois
$214K – – –
HHRDM
437
H&H Retirement Design & Management
Nevada
$214K +$4.88K +182 +2%
RFM
438
Royal Fund Management
Florida
$213K +$3.1K +116 +1%
Impax Asset Management Group
439
Impax Asset Management Group
United Kingdom
$212K +$7.09K +265 +3%
EGA
440
E&G Advisors
Texas
$209K -$67K -2,500 -24%
LIA
441
LS Investment Advisors
Michigan
$206K -$14K -523 -6%
AII
442
AGF Investments Inc
Ontario, Canada
$205K +$1.34K +50 +0.7%
Macquarie Group
443
Macquarie Group
Australia
$204K +$110K +4,126 +118%
KRSITF
444
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$202K +$202K +7,550 New
FC
445
FCA Corp
Texas
$193K +$193K +7,200 New
CFA
446
Carroll Financial Associates
North Carolina
$184K -$1.47M -55,143 -89%
O
447
Ossiam
France
$184K +$140K +5,258 +323%
MAM
448
Meeder Asset Management
Ohio
$184K +$147K +5,487 +396%
PHK
449
Point72 Hong Kong
Hong Kong
$181K +$181K +6,768 New
SPIA
450
Steward Partners Investment Advisory
New York
$173K +$1.63K +61 +1%
16 17
18
19 20