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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 %
ARC
426
Advisor Resource Council
Texas
$549K +$549K +10,504 New
WAP
427
Wealthcare Advisory Partners
Pennsylvania
$548K -$255K -4,863 -32%
LNWWM
428
Laird Norton Wetherby Wealth Management
California
$548K +$40.7K +778 +8%
TAIM
429
TD Ameritrade Investment Management
Nebraska
$546K +$530K +10,123 +3,265%
LNC
430
Lincoln National Corp
Pennsylvania
$545K +$28.1K +537 +5%
DFG
431
Demars Financial Group
Washington
$543K -$31.4K -600 -5%
Simplex Trading
432
Simplex Trading
Illinois
$541K +$541K +10,351 New
BCV
433
Banque Cantonale Vaudoise
Switzerland
$532K -$1.36M -25,900 -72%
PT
434
Plimoth Trust
Massachusetts
$527K – – –
AIA
435
Armor Investment Advisors
North Carolina
$522K +$17.9K +341 +4%
AUB
436
Atlantic Union Bankshares
Virginia
$520K -$2.62K -50 -0.5%
RWA
437
Redhawk Wealth Advisors
Minnesota
$518K +$518K +9,893 New
IMRF
438
Illinois Municipal Retirement Fund
Illinois
$515K – – –
BRWM
439
B. Riley Wealth Management
Tennessee
$515K +$6.44K +123 +1%
I
440
INVST
Indiana
$515K +$160K +3,787 +45%
ECM
441
Estabrook Capital Management
New York
$509K -$27.4K -524 -5%
CA
442
Capitolis Advisors
New York
$509K – – –
AIP
443
Ahrens Investment Partners
Louisiana
$505K -$131K -2,499 -21%
PP
444
Paloma Partners
Connecticut
$503K +$166K +3,173 +49%
IRC
445
Investors Research Corp
Georgia
$496K – – –
KA
446
Kovack Advisors
Florida
$492K +$167K +3,188 +51%
CFGS
447
Concourse Financial Group Securities
Alabama
$484K -$35.8K -677 -7%
AFWM
448
AMJ Financial Wealth Management
Virginia
$481K -$10.7K -205 -2%
FDCDDQ
449
Federation des caisses Desjardins du Quebec
Quebec, Canada
$478K – – –
CA
450
Corrado Advisors
New Jersey
$476K – – –
16 17
18
19 20