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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 %
OSAM
526
O'Shaughnessy Asset Management
Connecticut
$48K +$41.7K +1,131 +661%
Lazard Asset Management
527
Lazard Asset Management
New York
$45K +$3.82K +104 +9%
JCM
528
Jacobi Capital Management
Pennsylvania
$43K +$111 +3 +0.3%
HFS
529
Hantz Financial Services
Michigan
$42K +$42K +1,133 New
AIL
530
AGF Investments LLC
Ontario, Canada
$41K – – –
T
531
TOBAM
France
$40K – – –
SWP
532
ShoreHaven Wealth Partners
New Jersey
$38K +$810 +22 +2%
GWSG
533
GPS Wealth Strategies Group
Colorado
$38K +$38K +1,048 New
SN
534
Sittner & Nelson
Oregon
$37K – – –
CWP
535
Concord Wealth Partners
Virginia
$37K – – –
MWP
536
Meridian Wealth Partners
Pennsylvania
$37K +$657 +18 +2%
Jones Financial Companies
537
Jones Financial Companies
Missouri
$37K +$37K +1,000 New
NSIM
538
North Star Investment Management
Illinois
$36K – – –
WT
539
Whittier Trust
California
$35K – – –
SIS
540
Sound Income Strategies
Florida
$31.1K +$11.1K +300 +56%
HR
541
Howe & Rusling
New York
$30K -$5.41K -145 -15%
TWM
542
Tradition Wealth Management
Minnesota
$30K +$658 +18 +2%
VFA
543
Valeo Financial Advisors
Indiana
$27K +$6.56K +175 +32%
PCM
544
Penserra Capital Management
California
$26K +$4.22K +117 +19%
SWM
545
Spire Wealth Management
Virginia
$26K +$26K +700 New
Acadian Asset Management
546
Acadian Asset Management
Massachusetts
$25K -$750K -20,519 -97%
CWC
547
Carolinas Wealth Consulting
North Carolina
$25K -$7.9K -212 -24%
VNA
548
Valley National Advisers
Pennsylvania
$25K – – –
QCG
549
Quadrant Capital Group
Ohio
$25K +$1.84K +49 +8%
DOA
550
D'Orazio & Associates
Virginia
$24K -$256 -7 -1%
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