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Iron Mountain
IRM

Overview Fund Activity

587 hedge funds and large institutions have $6.48B invested in Iron Mountain in 2020 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 243 increasing their positions, 183 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
587
Holders Change
+27
Holders Change %
+4.82%
% of All Funds
11.88%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
76
Increased
243
Reduced
183
Closed
49
Calls
$58M
Puts
$56.6M
Net Calls
+$1.37M
Net Calls Change
-$15.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$196M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$28M
3
Citadel Advisors
3
Citadel Advisors
Florida
$26.4M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$45.5M
5
BlackRock
5
BlackRock
New York
$605M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$14.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$36.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$131M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$51.2M
5
State Street
5
State Street
Massachusetts
$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
576
Prestige Wealth Management Group
New Jersey
$1K – – –
TFO
577
Tarbox Family Office
California
$1K – – –
BCA
578
Berman Capital Advisors
Georgia
$1K – – –
ZB
579
Zions Bancorporation
Utah
$1K +$412 +14 +70%
EI
580
Ellevest Inc
New York
$1K +$1K +28 New
KFS
581
Kelly Financial Services
Massachusetts
$964 – – –
SWA
582
Sutton Wealth Advisors
Florida
$536 – – –
Nomura Holdings
583
Nomura Holdings
Japan
– -$580K -22,260 Closed
NA
584
Navellier & Associates
Nevada
– -$517K -19,801 Closed
ACM
585
Alethea Capital Management
Washington
– -$487K -18,641 Closed
SIM
586
Sentry Investment Management
Wisconsin
– -$448K -17,181 Closed
OTPPB
587
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$373K -14,293 Closed
VI
588
Versor Investments
New York
– -$371K -14,231 Closed
BMO
589
Beck Mack & Oliver
New York
– -$356K -13,624 Closed
VWM
590
Valley Wealth Managers
New Jersey
– -$278K -10,663 Closed
Susquehanna International Group
591
Susquehanna International Group
Pennsylvania
– -$274K -10,505 Closed
BA
592
Bridgewater Associates
Connecticut
– -$274K -10,480 Closed
Baird Financial Group
593
Baird Financial Group
Wisconsin
– -$273K -10,451 Closed
EI
594
Ethic Inc
New York
– -$268K -10,259 Closed
SAM
595
Secure Asset Management
Michigan
– -$265K -10,141 Closed
NIT
596
NumerixS Investment Technologies
British Columbia, Canada
– -$251K -9,599 Closed
LAM
597
Lapides Asset Management
Connecticut
– -$227K -8,700 Closed
CAM
598
Concorde Asset Management
Michigan
– -$225K -8,615 Closed
AIM
599
Aigen Investment Management
New York
– -$215K -8,250 Closed
LWP
600
Legacy Wealth Partners
California
– -$203K -7,782 Closed
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