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Iron Mountain
IRM

710 hedge funds and large institutions have $9.92B invested in Iron Mountain in 2021 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 279 increasing their positions, 245 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 42

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

14% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 245

3% more funds holding

Funds holding: 686 → 710 (+24)

2% more capital invested

Capital invested by funds: $9.7B → $9.92B (+$229M)

0.34% less ownership

Funds ownership: 79.34% → 79% (-0.34%)

10% less call options, than puts

Call options by funds: $81.8M | Put options by funds: $91.2M

Holders
710
Holders Change
+24
Holders Change %
+3.5%
% of All Funds
12.43%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
73
Increased
279
Reduced
245
Closed
42
Calls
$81.8M
Puts
$91.2M
Net Calls
-$9.39M
Net Calls Change
+$18.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$51.3M
2
Northern Trust
Northern Trust
Illinois
+$26.7M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$25.8M
4
State Street
State Street
Massachusetts
+$17.1M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$16.5M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$71.2M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$38.5M
3
Invesco
Invesco
Georgia
-$27.9M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$12.6M
5
CB
Commerce Bank
Missouri
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$45.3M -$267K -5,924 -0.6%
N
27
Nuveen
North Carolina
$45.1M -$7.45M -165,492 -14%
Nordea Investment Management
28
Nordea Investment Management
Sweden
$43.7M +$2.27M +50,538 +5%
Barclays
29
Barclays
United Kingdom
$43.1M +$6.98M +155,028 +18%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$41.7M +$25.8M +573,868 +149%
Bank of America
31
Bank of America
North Carolina
$39.8M +$4.96M +110,196 +14%
Goldman Sachs
32
Goldman Sachs
New York
$37.6M +$4.26M +94,664 +12%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$32.3M +$978K +21,724 +3%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$31.7M +$2.74M +60,901 +9%
WF
35
Welch & Forbes
Massachusetts
$31.4M +$128K +2,843 +0.4%
Asset Management One
36
Asset Management One
Japan
$30.5M -$3.4M -75,640 -10%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$29.2M -$71.2M -1,581,932 -70%
American Century Companies
38
American Century Companies
Missouri
$27.9M -$6.81M -151,215 -19%
UBS Group
39
UBS Group
Switzerland
$27.4M +$4.07M +90,428 +17%
Ameriprise
40
Ameriprise
Minnesota
$24.8M +$3.75M +83,213 +17%
Axa
41
Axa
France
$24M +$1.95M +43,400 +9%
AllianceBernstein
42
AllianceBernstein
Tennessee
$23.4M -$1.72M -38,160 -7%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$22.7M -$356K -7,903 -1%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$22.6M +$202K +4,489 +0.9%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$22.4M +$224K +4,976 +1%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$22.1M -$442K -9,813 -2%
Handelsbanken Fonder
47
Handelsbanken Fonder
Sweden
$21.6M +$598K +13,278 +3%
Citigroup
48
Citigroup
New York
$21M -$11.6M -257,597 -35%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$20.9M +$2.5M +55,454 +13%
MHIC
50
Marble Harbor Investment Counsel
Massachusetts
$20.6M +$3.6K +80 +0%
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IRM Hedge Fund Activity: Q3 2021 in Review

710 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2021, worth a combined $9.92B — up 2.4% from $9.7B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new IRM positions and 42 closed out — a net gain of 31 holders — while 279 added to existing stakes and 245 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.3M. The largest seller was California Public Employees Retirement System, cutting an estimated $71.2M.

  • 710 institutional investors held Iron Mountain (IRM) as of Q3 2021, up from 686 in Q2 2021.
  • Funds reported $9.92B of Iron Mountain stock for Q3 2021, up 2.4% quarter-over-quarter.
  • 73 funds opened new Iron Mountain positions in Q3 2021 and 42 closed out, a net change of +31 holders.
  • The largest Iron Mountain buyer in Q3 2021 was Morgan Stanley, an estimated $51.3M added.
  • The largest Iron Mountain seller in Q3 2021 was California Public Employees Retirement System, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2021.