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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 %
WP
576
WealthSource Partners
California
$209K +$209K +3,991 New
HAIM
577
Hunter Associates Investment Management
Pennsylvania
$209K +$209K +4,000 New
MIM
578
Marco Investment Management
Georgia
$209K +$209K +4,000 New
MMHP
579
Murphy Middleton Hinkle & Parker
Georgia
$209K +$209K +4,000 New
IWM
580
IHT Wealth Management
Illinois
$208K +$208K +3,980 New
SAM
581
Seelaus Asset Management
New Jersey
$207K +$207K +3,950 New
AIP
582
Ameritas Investment Partners
Nebraska
$206K – – –
PNC
583
Park National Corp
Ohio
$204K +$204K +3,905 New
AWM
584
Aevitas Wealth Management
Massachusetts
$203K +$203K +3,879 New
HWM
585
HB Wealth Management
Georgia
$202K +$202K +3,851 New
SS
586
Sunbelt Securities
Texas
$202K +$202K +4,523 New
BFEC
587
Benjamin F. Edwards & Company
Missouri
$201K +$4.19K +80 +2%
CCA
588
Checchi Capital Advisers
California
$200K +$200K +3,831 New
IA
589
IFP Advisors
Florida
$199K -$30.6K -585 -13%
TWC
590
TD Waterhouse Canada
Ontario, Canada
$193K +$193K +3,699 New
MIFH
591
Migdal Insurance & Financial Holdings
Israel
$192K +$8.45K +161 +5%
S
592
Surevest
California
$188K +$188K +3,597 New
TI
593
Truehand Inc
New Hampshire
$179K – – –
Fifth Third Bancorp
594
Fifth Third Bancorp
Ohio
$179K +$17.7K +338 +11%
DMBA
595
Deseret Mutual Benefit Administrators
Utah
$172K -$11.5K -219 -6%
AG
596
AIA Group
Hong Kong
$163K +$163K +3,116 New
WT
597
Whittier Trust
California
$160K +$110K +2,100 +220%
TC
598
TAP Consulting
Missouri
$158K +$158K +3,025 New
CYG
599
Clean Yield Group
Vermont
$157K – – –
TCOV
600
Trust Company of Vermont
Vermont
$145K +$145K +2,770 New
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24
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