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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 %
VC
501
Vicus Capital
Pennsylvania
$336K +$336K +7,216 New
HVIA
502
Hudson Valley Investment Advisors
New York
$335K – – –
SWM
503
SeaCrest Wealth Management
New York
$334K +$5.8K +111 +2%
CI
504
CPR Investments
Michigan
$333K +$333K +6,358 New
Cohen & Steers
505
Cohen & Steers
New York
$332K +$332K +6,344 New
ECM
506
Everence Capital Management
Indiana
$330K -$852K -16,270 -72%
S
507
Seeyond
France
$329K +$329K +6,304 New
DA
508
Detalus Advisors
Missouri
$321K -$48.9K -933 -13%
AFM
509
Abbot Financial Management
Massachusetts
$319K – – –
LNWTC
510
Laird Norton Wetherby Trust Company
Washington
$318K – – –
LW
511
Linscomb Wealth
Texas
$315K -$1.88K -36 -0.6%
PFGIA
512
Patriot Financial Group Insurance Agency
Massachusetts
$313K -$14.5K -277 -4%
KWM
513
Kingsview Wealth Management
Oregon
$313K +$22.3K +427 +8%
HFM
514
Harvest Fund Management
China
$310K +$184K +3,517 +146%
MAM
515
Meeder Asset Management
Ohio
$309K -$368K -7,029 -54%
HNWAG
516
High Net Worth Advisory Group
Florida
$309K +$309K +5,901 New
TL
517
Tradewinds LLC
North Carolina
$309K +$309K +4,415 New
JWCA
518
J.W. Cole Advisors
Florida
$308K +$1.26K +24 +0.4%
V
519
Veritable
Delaware
$306K +$306K +5,843 New
VCA
520
Verdence Capital Advisors
Maryland
$303K +$786 +15 +0.3%
MA
521
Montag & Associates
Georgia
$302K +$28.8K +550 +11%
APA
522
American Portfolios Advisors
New York
$299K +$111K +2,129 +59%
Wellington Management Group
523
Wellington Management Group
Massachusetts
$298K +$4.35K +83 +1%
SEP
524
Southland Equity Partners
Missouri
$297K -$19.6K -374 -6%
BFA
525
Beaumont Financial Advisors
Massachusetts
$296K -$589K -3,971 -67%
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