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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.

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 %
XF
601
XML Financial
Maryland
– -$201K -7,718 Closed
CG
602
Cutler Group
California
– -$162K -6,245 Closed
PWP
603
Principle Wealth Partners
Connecticut
– -$152K -5,820 Closed
SF
604
Synovus Financial
Georgia
– -$145K -5,571 Closed
DZ Bank
605
DZ Bank
Germany
– -$128K -4,900 Closed
CCA
606
Column Capital Advisors
Indiana
– -$44K -1,700 Closed
HIA
607
Harbor Investment Advisory
Maryland
– -$42K -1,611 Closed
ACA
608
Atlas Capital Advisors
Wyoming
– -$39.5K -1,513 Closed
LFG
609
Larson Financial Group
Missouri
– -$35K -1,329 Closed
AAIM
610
Asset Advisors Investment Management
Georgia
– -$26K -1,000 Closed
ClearBridge Investments
611
ClearBridge Investments
New York
– -$23K -900 Closed
KPW
612
Kore Private Wealth
New York
– -$21K -831 Closed
PA
613
Procyon Advisors
Connecticut
– -$19K -730 Closed
CWM
614
Campbell Wealth Management
Virginia
– -$18K -706 Closed
1W
615
1776 Wealth
Georgia
– -$16K -650 Closed
BL
616
Balentine LLC
Georgia
– -$17K -634 Closed
OPS
617
Orion Portfolio Solutions
Nebraska
– -$16K -617 Closed
EIP
618
Ellis Investment Partners
Pennsylvania
– -$16K -615 Closed
RDWM
619
Red Door Wealth Management
Tennessee
– -$15K -578 Closed
WR
620
Watson Rebecca
– -$13K -500 Closed
KWM
621
Keebeck Wealth Management
Illinois
– -$13K -500 Closed
PG
622
Proffitt & Goodson
Tennessee
– -$12K -473 Closed
RIM
623
Rockbridge Investment Management
New York
– -$9K -350 Closed
TI
624
tru Independence
Oregon
– -$9 -345 Closed
FANJ
625
Financial Architects (New Jersey)
New Jersey
– -$8K -297 Closed
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