We are live on ! Find out more
IRM icon

Iron Mountain

522 hedge funds and large institutions have $7.83B invested in Iron Mountain in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 213 increasing their positions, 159 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 159

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.01% less ownership

Funds ownership: 89.25%87.24% (-2%)

3% less funds holding

Funds holding: 536522 (-14)

10% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 80

14% less capital invested

Capital invested by funds: $9.07B → $7.83B (-$1.24B)

23% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $86.5M

Holders
522
Holders Change
-14
Holders Change %
-2.61%
% of All Funds
11.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
72
Increased
213
Reduced
159
Closed
80
Calls
$66.7M
Puts
$86.5M
Net Calls
-$19.8M
Net Calls Change
-$22.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
451
West Paces Advisors
Georgia
$19.4K
ZB
452
Zions Bancorporation
Utah
$19K +$1.31K +40 +7%
TRCT
453
Tower Research Capital (TRC)
New York
$18K -$397K -12,129 -95%
Bessemer Group
454
Bessemer Group
New Jersey
$17K -$63.6K -1,941 -77%
AIM
455
Advantage Investment Management
Iowa
$17K +$13.9K +425 +348%
Canada Pension Plan Investment Board
456
Canada Pension Plan Investment Board
Ontario, Canada
$16K -$10.6M -324,670 -100%
MPWT
457
MassMutual Private Wealth & Trust
Connecticut
$16K
OIA
458
Optimum Investment Advisors
Illinois
$16K
GAM
459
Gemmer Asset Management
California
$16K +$10.1K +309 +142%
SWP
460
Strategic Wealth Partners
Ohio
$15K +$16.4K +500 New
CI
461
CX Institutional
Indiana
$14K -$102K -3,100 -87%
TSW
462
Thompson Siegel & Walmsley
Virginia
$13K -$35.5K -1,084 -73%
WT
463
Whittier Trust
California
$13K
PCG
464
Private Capital Group
Connecticut
$12K -$29.8K -909 -73%
BWM
465
Baystate Wealth Management
Massachusetts
$11K
TFS
466
TrustCore Financial Services
Tennessee
$11K
TFGT
467
TS Financial Group (TSFG)
Illinois
$11K +$11.5K +350 New
ARMC
468
American Research & Management Company
Massachusetts
$10K -$32.8K -1,000 -76%
CFD
469
Creative Financial Designs
Indiana
$10K +$5.05K +154 +98%
CAW
470
Cornerstone Advisors (Washington)
Washington
$9K -$2.92K -89 -23%
CCM
471
Covington Capital Management
California
$9K
IFAM
472
Institutional & Family Asset Management
Colorado
$9K
AP
473
Atwood & Palmer
Missouri
$8K
HNB
474
Huntington National Bank
Ohio
$8K
IRC
475
Investors Research Corp
Georgia
$8K