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Iron Mountain
IRM

Overview Fund Activity

705 hedge funds and large institutions have $9.91B invested in Iron Mountain in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 277 increasing their positions, 243 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+23
Holders Change %
+3.37%
% of All Funds
12.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
72
Increased
277
Reduced
243
Closed
42
Calls
$81.9M
Puts
$91.2M
Net Calls
-$9.4M
Net Calls Change
+$18.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$182M
2
Northern Trust
2
Northern Trust
Illinois
$185M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$41.7M
4
State Street
4
State Street
Massachusetts
$610M
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$67.5M

Top Sellers

1
California Public Employees Retirement System
1
California Public Employees Retirement System
California
$29.2M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$2.12M
3
Invesco
3
Invesco
Georgia
$185M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$18.8M
5
CB
5
Commerce Bank
Missouri
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
526
Globeflex Capital
California
$237K – – –
IAIM
527
International Assets Investment Management
Florida
$237K +$1.56K +36 +0.7%
IC
528
IEQ Capital
California
$237K +$237K +5,461 New
AIM
529
Axiom Investment Management
New York
$235K +$21K +485 +10%
WT
530
Washington Trust
Rhode Island
$234K – – –
MA
531
Montag & Associates
Georgia
$227K +$227K +5,215 New
NFG
532
Nations Financial Group
Iowa
$226K -$12.5K -287 -5%
MCA
533
Morris Capital Advisors
Pennsylvania
$226K – – –
AMG
534
Advisors Management Group
Wisconsin
$226K +$43 +1 +0%
XF
535
XML Financial
Maryland
$226K +$2.82K +65 +1%
BB
536
Busey Bank
Illinois
$226K +$226K +5,180 New
CA
537
Cullinan Associates
Kentucky
$223K – – –
CFG
538
Cooper Financial Group
California
$222K – – –
GLA
539
Good Life Advisors
Pennsylvania
$221K -$9.15K -211 -4%
TFA
540
Toth Financial Advisory
Virginia
$221K +$1.61K +37 +0.7%
Verition Fund Management
541
Verition Fund Management
Connecticut
$216K -$143K -3,299 -40%
IA
542
IndexIQ Advisors
New York
$216K +$10.5K +242 +5%
ACM
543
AlphaStar Capital Management
North Carolina
$216K +$216K +4,726 New
SF
544
Synovus Financial
Georgia
$216K +$216K +4,985 New
QCIG
545
Quad-Cities Investment Group
Iowa
$210K +$1.09K +25 +0.5%
PPP
546
Private Portfolio Partners
New Jersey
$208K +$87 +2 +0%
EI
547
EDMP Inc
Florida
$207K +$207K +4,688 New
CAM
548
Cresset Asset Management
Illinois
$202K +$202K +4,603 New
LWAC
549
Laurel Wealth Advisors (California)
California
$202K +$202K +4,653 New
MC
550
Machina Capital
France
$200K +$200K +4,592 New
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