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Iron Mountain
IRM

Overview Fund Activity

627 hedge funds and large institutions have $8.41B invested in Iron Mountain in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 247 increasing their positions, 212 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+16
Holders Change %
+2.62%
% of All Funds
11.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
83
Increased
247
Reduced
212
Closed
59
Calls
$94.1M
Puts
$95.8M
Net Calls
-$1.69M
Net Calls Change
-$33.8M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.21B
2
AAMU
2
Amundi Asset Management US
Massachusetts
$99.9M
3
American Century Companies
3
American Century Companies
Missouri
$67.6M
4
Jane Street
4
Jane Street
New York
$16.6M
5
AIA
5
Avalon Investment & Advisory
Texas
$16.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$193M
2
PP
2
Prudential plc
United Kingdom
$11.9M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$32.7M
4
RJA
4
Raymond James & Associates
Florida
$29.2M
5
EIP
5
Epoch Investment Partners
New York
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
TGAM
451
TBH Global Asset Management
Tennessee
$266K +$667 +18 +0.3%
RFM
452
Royal Fund Management
Florida
$266K +$7.5K +203 +3%
WTB
453
Washington Trust Bank
Washington
$266K +$266K +7,178 New
TAIM
454
TD Ameritrade Investment Management
Nebraska
$265K – – –
XF
455
XML Financial
Maryland
$259K +$3.4K +92 +1%
BCM
456
Bluefin Capital Management
New York
$252K -$28.5K -770 -10%
BFA
457
Beaumont Financial Advisors
Massachusetts
$252K -$7.41K -200 -3%
CIA
458
Capital Investment Advisors
Georgia
$251K +$251K +6,789 New
WS
459
Wedbush Securities
California
$247K -$45.1K -1,220 -15%
SWM
460
SeaCrest Wealth Management
New York
$242K -$12.7K -345 -5%
AGA
461
Accuvest Global Advisors
Utah
$240K +$240K +6,473 New
FHA
462
Flagship Harbor Advisors
Massachusetts
$239K +$239K +6,456 New
FAIM
463
Financial Advocates Investment Management
Washington
$239K +$239K +6,460 New
HVIA
464
Hudson Valley Investment Advisors
New York
$237K +$237K +6,400 New
GRP
465
Global Retirement Partners
California
$235K +$44.4K +1,200 +23%
BA
466
Bristlecone Advisors
Washington
$232K +$232K +6,266 New
RIA
467
Realta Investment Advisors
Delaware
$230K +$230K +6,205 New
KeyBank National Association
468
KeyBank National Association
Ohio
$226K +$226K +6,120 New
CSS
469
Cubist Systematic Strategies
Connecticut
$220K -$4.41M -119,372 -95%
AIM
470
Axiom Investment Management
New York
$220K +$206K +5,573 +1,478%
CI
471
Cordant Inc
Oregon
$219K +$219K +5,914 New
PAS
472
Park Avenue Securities
New York
$216K +$216K +5,847 New
PFGIA
473
Patriot Financial Group Insurance Agency
Massachusetts
$214K -$4.32K -117 -2%
PFO
474
Pathstone Family Office
New Jersey
$212K -$14.2K -378 -6%
Marshall Wace
475
Marshall Wace
United Kingdom
$212K +$212K +5,716 New
17 18
19
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