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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 %
IA
551
IndexIQ Advisors
New York
$251K -$8.42K -161 -3%
PPP
552
Private Portfolio Partners
New Jersey
$250K +$52 +1 +0%
IRF
553
IBM Retirement Fund
New York
$250K -$176K -3,363 -41%
FHA
554
Flagship Harbor Advisors
Massachusetts
$249K -$76.8K -1,470 -24%
CI Investments Inc
555
CI Investments Inc
Ontario, Canada
$248K -$40.7K -779 -14%
EI
556
EDMP Inc
Florida
$248K – – –
IAIM
557
International Assets Investment Management
Florida
$247K -$38.9K -742 -14%
WHC
558
Wulff, Hansen & Co
California
$247K +$247K +4,720 New
BJL
559
Brighton Jones LLC
Washington
$247K +$247K +4,723 New
GWM
560
Gitterman Wealth Management
New Jersey
$245K +$245K +4,696 New
LWAC
561
Laurel Wealth Advisors (California)
California
$244K +$105 +2 +0%
BFS
562
Bradley Foster & Sargent
Connecticut
$236K +$236K +4,504 New
CBOR
563
Community Bank of Raymore
Missouri
$233K +$233K +4,460 New
WANY
564
Wealthspire Advisors (New York)
New York
$229K +$229K +4,375 New
FCH
565
Freestone Capital Holdings
Washington
$227K +$227K +4,335 New
GIM
566
Guild Investment Management
California
$222K +$222K +4,236 New
SPIA
567
Steward Partners Investment Advisory
New York
$220K +$122K +2,338 +125%
PPW
568
Pinnacle Private Wealth
Massachusetts
$219K +$219K +4,177 New
MCA
569
MSH Capital Advisors
Arizona
$218K +$218K +4,173 New
S
570
SignatureFD
Georgia
$215K +$15.3K +291 +8%
JAM
571
Jupiter Asset Management
United Kingdom
$213K -$1.78M -33,850 -89%
MGIA
572
Moneta Group Investment Advisors
Missouri
$213K +$213K +4,070 New
IWC
573
Integrated Wealth Concepts
Massachusetts
$212K -$425K -8,113 -67%
BCI
574
Brinker Capital Investments
Pennsylvania
$211K +$211K +4,033 New
Brown Advisory
575
Brown Advisory
Maryland
$210K +$210K +4,017 New
21 22
23
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