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
Charles Schwab
26
Charles Schwab
California
$59.9M +$1.54M +46,999 +3%
RRAM
27
River Road Asset Management
Kentucky
$56.6M -$4.73M -144,222 -7%
Legal & General Group
28
Legal & General Group
United Kingdom
$54.2M +$117K +3,556 +0.2%
Daiwa Securities Group
29
Daiwa Securities Group
Japan
$44.9M -$60.9M -1,859,738 -56%
CWM
30
CIBC World Markets
New York
$44.4M +$45.2M +1,380,134 +3,639%
UBS AM
31
UBS AM
Illinois
$40.9M +$3.21M +98,057 +8%
N
32
Natixis
France
$39.4M +$21.6M +657,795 +110%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$39.1M +$4.54M +138,426 +12%
Deutsche Bank
34
Deutsche Bank
Germany
$35.3M +$2.49M +76,051 +7%
WF
35
Welch & Forbes
Massachusetts
$29.6M -$1.05M -32,126 -3%
Swiss National Bank
36
Swiss National Bank
Switzerland
$29.2M +$908K +27,700 +3%
CC
37
Chicago Capital
Illinois
$28M +$459K +13,997 +2%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$25M -$985K -30,072 -4%
Capital Research Global Investors
39
Capital Research Global Investors
California
$23.4M +$19.3K +590 +0.1%
USAA
40
United Services Automobile Association
Texas
$21.9M +$288K +8,799 +1%
Asset Management One
41
Asset Management One
Japan
$21.9M +$312K +9,532 +1%
Wells Fargo
42
Wells Fargo
California
$21M +$2.47M +75,348 +13%
GC
43
Guggenheim Capital
Illinois
$18.9M +$9.18M +280,162 +86%
Barclays
44
Barclays
United Kingdom
$18.5M +$7.28M +222,107 +60%
PPA
45
Parametric Portfolio Associates
Washington
$18.3M -$3.31M -100,988 -15%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$17.7M -$210K -6,400 -1%
PAMU
47
Pictet Asset Management (UK)
United Kingdom
$17.6M -$4.95M -150,900 -21%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$17.1M -$351K -10,711 -2%
AllianceBernstein
49
AllianceBernstein
Tennessee
$16.6M +$74.1K +2,260 +0.4%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$16.3M +$5.76M +175,701 +51%