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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 %
BA
526
Bristlecone Advisors
Washington
$295K – – –
GT
527
Greenleaf Trust
Michigan
$284K -$5.86K -112 -2%
WT
528
Washington Trust
Rhode Island
$283K – – –
AIM
529
Axiom Investment Management
New York
$283K – – –
PCS
530
Personal CFO Solutions
New Jersey
$280K -$107K -2,051 -28%
GLA
531
Good Life Advisors
Pennsylvania
$280K +$13.1K +251 +5%
IC
532
IEQ Capital
California
$278K -$7.53K -144 -3%
XF
533
XML Financial
Maryland
$276K +$2.99K +57 +1%
NFG
534
Nations Financial Group
Iowa
$272K – – –
AMG
535
Advisors Management Group
Wisconsin
$272K +$52 +1 +0%
FA
536
Fagan Associates
New York
$271K +$271K +5,175 New
ESB
537
Essex Savings Bank
Connecticut
$270K – – –
CA
538
Cullinan Associates
Kentucky
$268K – – –
TFA
539
Toth Financial Advisory
Virginia
$268K +$1.94K +37 +0.7%
RCG
540
Resource Consulting Group
Florida
$268K +$268K +5,123 New
PHK
541
Point72 Hong Kong
Hong Kong
$265K -$515K -9,840 -66%
MAM
542
Morse Asset Management
Connecticut
$262K +$262K +5,000 New
WWG
543
West Wealth Group
California
$261K +$261K +5,000 New
RJT
544
Raymond James Trust
Florida
$259K -$143K -2,733 -36%
BCM
545
Bluefin Capital Management
New York
$258K -$33K -630 -11%
TW
546
TrinityPoint Wealth
Connecticut
$258K +$258K +4,938 New
TSS
547
Two Sigma Securities
New York
$257K +$257K +4,909 New
LP
548
LMR Partners
United Kingdom
$256K +$256K +4,888 New
PWP
549
Perfromance Wealth Partners
Illinois
$256K +$256K +4,889 New
QCIG
550
Quad-Cities Investment Group
Iowa
$255K +$1.26K +24 +0.5%
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