IRM icon

Iron Mountain
IRM

Overview Fund Activity

749 hedge funds and large institutions have $12B invested in Iron Mountain in 2021 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 266 increasing their positions, 239 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+44
Holders Change %
+6.24%
% of All Funds
11.57%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
124
Increased
266
Reduced
239
Closed
71
Calls
$90.2M
Puts
$132M
Net Calls
-$42.2M
Net Calls Change
-$32.8M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$32.4M
2
Amundi
Amundi
France
+$30.9M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$28M
4
State Street
State Street
Massachusetts
+$27.7M
5
American Century Companies
American Century Companies
Missouri
+$22.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$70.1M
2
EIP
Epoch Investment Partners
New York
-$45M
3
Barclays
Barclays
United Kingdom
-$12.6M
4
ZP
Zimmer Partners
New York
-$12.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Parallax Volatility Advisers
476
Parallax Volatility Advisers
California
$387K +$387K +7,386 New
FG
477
Fiduciary Group
Georgia
$379K – – –
TGAM
478
TBH Global Asset Management
Tennessee
$378K +$681 +13 +0.2%
FC
479
FCA Corp
Texas
$377K – – –
DC
480
Davenport & Co
Virginia
$374K +$374K +7,146 New
SC
481
Scotia Capital
Ontario, Canada
$372K -$34.1K -652 -8%
PWP
482
Principle Wealth Partners
Connecticut
$372K – – –
HHRDM
483
H&H Retirement Design & Management
Nevada
$370K -$2.18K -48 -0.6%
PAS
484
Park Avenue Securities
New York
$369K +$16.6K +317 +5%
RIM
485
Redpoint Investment Management
Australia
$368K – – –
GKWIM
486
Gerber Kawasaki Wealth & Investment Management
California
$368K +$368K +7,038 +175,950%
Mackenzie Financial
487
Mackenzie Financial
Ontario, Canada
$365K -$52.9K -1,011 -13%
MCCP
488
Mission Creek Capital Partners
California
$365K +$262 +5 +0.1%
SSG
489
Summit Securities Group
New York
$363K -$182K -3,470 -33%
CBB
490
Citizens Business Bank
California
$360K -$26.2K -500 -7%
GAG
491
GM Advisory Group
New York
$357K -$92.3K -1,763 -21%
GT
492
Glenmede Trust
Pennsylvania
$356K +$58.9K +1,128 +20%
DIA
493
Dana Investment Advisors
Wisconsin
$351K +$351K +6,700 New
UWPG
494
Ullmann Wealth Partners Group
Florida
$349K +$349K +6,666 New
CCM
495
Coldstream Capital Management
Washington
$347K +$347K +6,622 New
WTB
496
Washington Trust Bank
Washington
$341K -$3.14K -60 -0.9%
EGA
497
E&G Advisors
Texas
$340K – – –
AGA
498
Accuvest Global Advisors
Utah
$339K – – –
PCM
499
Penserra Capital Management
California
$339K +$198K +3,802 +140%
CI
500
Cigna Investments
Connecticut
$338K -$117K -2,250 -26%
18 19
20
21 22