IRM icon

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 %
GLA
476
Good Life Advisors
Pennsylvania
$206K +$206K +5,562 New
EI
477
Ethic Inc
New York
$206K +$206K +5,562 New
BJL
478
Brighton Jones LLC
Washington
$206K +$206K +5,577 New
GT
479
Glenmede Trust
Pennsylvania
$203K +$203K +5,489 New
LWAC
480
Laurel Wealth Advisors (California)
California
$203K +$203K +5,497 New
GC
481
Globeflex Capital
California
$201K +$11.9K +322 +6%
WT
482
Washington Trust
Rhode Island
$200K – – –
OMC
483
Old Mission Capital
Illinois
$200K +$200K +5,405 New
TFA
484
Toth Financial Advisory
Virginia
$184K +$55.9K +1,510 +44%
APA
485
American Portfolios Advisors
New York
$170K +$19.7K +533 +13%
IA
486
IndexIQ Advisors
New York
$169K +$21.3K +576 +14%
AIP
487
Ameritas Investment Partners
Nebraska
$164K – – –
MIFH
488
Migdal Insurance & Financial Holdings
Israel
$147K +$738 +20 +0.5%
HDIM
489
Hanson & Doremus Investment Management
Vermont
$141K -$59.6K -1,612 -30%
IA
490
IFP Advisors
Florida
$139K +$5.01K +134 +4%
VanEck Associates
491
VanEck Associates
New York
$138K +$35.7K +961 +35%
ED
492
Exane Derivatives
France
$136K -$32.4K -875 -19%
S
493
SignatureFD
Georgia
$127K -$7.23K -196 -5%
TI
494
Truehand Inc
New Hampshire
$126K – – –
CI Investments Inc
495
CI Investments Inc
Ontario, Canada
$121K +$1.9K +51 +2%
TCOV
496
Trust Company of Vermont
Vermont
$115K -$2.4K -65 -2%
BFEC
497
Benjamin F. Edwards & Company
Missouri
$115K +$739 +20 +0.6%
O
498
Ossiam
France
$112K +$112K +3,030 New
TFS
499
TrustCore Financial Services
Tennessee
$111K +$11.1K +300 +11%
SPIA
500
Steward Partners Investment Advisory
New York
$111K -$118K -3,178 -52%
18 19
20
21 22