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Iron Mountain
IRM

Overview Fund Activity

534 hedge funds and large institutions have $5.87B invested in Iron Mountain in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 219 increasing their positions, 173 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-42
Holders Change %
-7.29%
% of All Funds
11.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
59
Increased
219
Reduced
173
Closed
94
Calls
$35.7M
Puts
$51.3M
Net Calls
-$15.5M
Net Calls Change
-$46M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$838M
2
PP
2
Prudential plc
United Kingdom
$66.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$302M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.16B
5
LSV Asset Management
5
LSV Asset Management
Illinois
$19.8M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Invesco
2
Invesco
Georgia
$120M
3
Ameriprise
3
Ameriprise
Minnesota
$42.9M
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$3.19M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$56.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
551
Sentry Investment Management
Wisconsin
– -$570K -17,876 Closed
KA
552
Kovack Advisors
Florida
– -$524K -16,442 Closed
AGM
553
Alpine Global Management
New York
– -$502K -15,751 Closed
O
554
Ossiam
France
– -$494K -15,492 Closed
OAM
555
Oxford Asset Management
United Kingdom
– -$476K -14,932 Closed
CAPTRUST Financial Advisors
556
CAPTRUST Financial Advisors
North Carolina
– -$457K -14,344 Closed
MC
557
Machina Capital
France
– -$447K -14,018 Closed
TAF
558
Tredje AP-fonden
Sweden
– -$446K -13,726 Closed
RIM
559
Redwood Investment Management
Arizona
– -$394K -12,361 Closed
PA
560
Profund Advisors
Maryland
– -$391K -12,253 Closed
CCIA
561
Campbell & Co Investment Adviser
Maryland
– -$378K -11,865 Closed
CCM
562
Crabel Capital Management
California
– -$376K -11,812 Closed
GAM
563
Gotham Asset Management
New York
– -$373K -11,712 Closed
MWM
564
Madison Wealth Management
Ohio
– -$369K -11,581 Closed
UR
565
USCA RIA
Texas
– -$347K -10,900 Closed
Tudor Investment Corp
566
Tudor Investment Corp
Connecticut
– -$290K -9,089 Closed
AI
567
Atria Investments
North Carolina
– -$287K -8,998 Closed
EFS
568
Essex Financial Services
Connecticut
– -$280K -8,800 Closed
BFA
569
Beaumont Financial Advisors
Massachusetts
– -$278K -8,738 Closed
PAM
570
PVG Asset Management
Colorado
– -$271K -8,517 Closed
AR
571
Advisory Research
Illinois
– -$265K -8,327 Closed
BHWM
572
Bar Harbor Wealth Management
New Hampshire
– -$259K -8,112 Closed
SWP
573
Stratos Wealth Partners
Ohio
– -$258K -8,108 Closed
OI
574
Oakbrook Investments
Illinois
– -$258K -8,100 Closed
PIA
575
Piedmont Investment Advisors
North Carolina
– -$251K -7,886 Closed
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