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Iron Mountain
IRM

Overview Fund Activity

705 hedge funds and large institutions have $9.91B invested in Iron Mountain in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 277 increasing their positions, 243 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+23
Holders Change %
+3.37%
% of All Funds
12.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
72
Increased
277
Reduced
243
Closed
42
Calls
$81.9M
Puts
$91.2M
Net Calls
-$9.4M
Net Calls Change
+$18.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$182M
2
Northern Trust
Northern Trust
Illinois
$185M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$41.7M
4
State Street
State Street
Massachusetts
$610M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
$67.5M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
$29.2M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$2.12M
3
Invesco
Invesco
Georgia
$185M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$18.8M
5
CB
Commerce Bank
Missouri
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRM
426
Fox Run Management
Connecticut
$475K +$475K +10,927 New
WAM
427
World Asset Management
Michigan
$473K -$27.4K -631 -5%
IF
428
IRON Financial
Illinois
$473K +$473K +10,895 New
B
429
Bailard
California
$472K -$23.3K -535 -5%
SSG
430
Summit Securities Group
New York
$452K +$452K +10,400 New
CCA
431
Catalyst Capital Advisors
New York
$451K – – –
Capstone Investment Advisors
432
Capstone Investment Advisors
New York
$451K +$451K +10,374 New
ECM
433
Estabrook Capital Management
New York
$446K -$87.2K -2,006 -16%
FFA
434
Founders Financial Alliance
North Carolina
$441K +$70.2K +1,616 +19%
ACM
435
Advisors Capital Management
New Jersey
$440K +$440K +10,130 New
PT
436
Plimoth Trust
Massachusetts
$438K – – –
CA
437
Capitolis Advisors
New York
$438K +$438K +9,723 New
AUB
438
Atlantic Union Bankshares
Virginia
$434K -$4.34K -100 -1%
CFGS
439
Concourse Financial Group Securities
Alabama
$432K +$9.9K +225 +2%
BCM
440
Bayesian Capital Management
New York
$430K -$109K -2,500 -20%
LNC
441
Lincoln National Corp
Pennsylvania
$429K +$6.56K +151 +2%
IMRF
442
Illinois Municipal Retirement Fund
Illinois
$427K – – –
BRWM
443
B. Riley Wealth Management
Tennessee
$422K -$2.43K -56 -0.6%
LNWWM
444
Laird Norton Wetherby Wealth Management
California
$421K +$52.8K +1,215 +14%
AIA
445
Armor Investment Advisors
North Carolina
$418K +$8.68K +200 +2%
HAG
446
HighPoint Advisor Group
Illinois
$413K +$413K +9,513 New
IRC
447
Investors Research Corp
Georgia
$412K – – –
AFWM
448
AMJ Financial Wealth Management
Virginia
$408K +$408K +9,396 New
XT
449
XTX Topco
Cayman Islands
$406K +$138K +3,186 +52%
EI
450
Ethic Inc
New York
$404K -$13.7K -316 -3%
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