We are live on ! Find out more
IRM icon

Iron Mountain

614 hedge funds and large institutions have $6.89B invested in Iron Mountain in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 244 increasing their positions, 186 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $64.8M | Put options by funds: $32.7M

49% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 67

31% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 186

6% more capital invested

Capital invested by funds: $6.49B → $6.89B (+$392M)

4% more funds holding

Funds holding: 590614 (+24)

3.71% less ownership

Funds ownership: 84.4%80.69% (-3.7%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
614
Holders Change
+24
Holders Change %
+4.07%
% of All Funds
10.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
100
Increased
244
Reduced
186
Closed
67
Calls
$64.8M
Puts
$32.7M
Net Calls
+$32.1M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
601
Sandy Spring Bank
Maryland
$1K +$28 +1 +3%
JWM
602
Janiczek Wealth Management
Colorado
$1K +$527 +19 New
OIA
603
Optimum Investment Advisors
Illinois
$1K +$555 +20 New
EI
604
Ellevest Inc
New York
$1K +$610 +22 +79%
PWPS
605
Pinnacle Wealth Planning Services
Ohio
$1K +$1.03K +37 New
AIM
606
Axiom Investment Management
New York
$381 -$447K -16,123 -98%
TI
607
tru Independence
Oregon
$10 +$9.79K +353 New
CIM
608
Centersquare Investment Management
Pennsylvania
-$55.6M -2,075,135 Closed
GF
609
Greenhouse Funds
Maryland
-$16.9M -631,060 Closed
GLA
610
Great Lakes Advisors
Illinois
-$9.84M -367,236 Closed
Qube Research & Technologies (QRT)
611
Qube Research & Technologies (QRT)
United Kingdom
-$8.4M -313,723 Closed
Balyasny Asset Management
612
Balyasny Asset Management
Illinois
-$6.11M -228,076 Closed
DA
613
Duality Advisers
Florida
-$5.57M -208,010 Closed
EP
614
Edgestream Partners
New Jersey
-$2.02M -75,272 Closed
Marshall Wace
615
Marshall Wace
United Kingdom
-$2.01M -74,995 Closed
KPWS
616
Kestra Private Wealth Services
Texas
-$1.77M -66,077 Closed
SI
617
Sapience Investments
California
-$1.71M -63,820 Closed
MWNA
618
Marshall Wace North America
New York
-$1.51M -56,351 Closed
Connor, Clark & Lunn Investment Management (CC&L)
619
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.01M -37,741 Closed
BAMF
620
BI Asset Management Fondsmaeglerselskab
Denmark
-$948K -35,398 Closed
CF
621
Centaurus Financial
California
-$842K -31,416 Closed
VF
622
Virtu Financial
New York
-$823K -30,730 Closed
RA
623
RMR Advisors
Massachusetts
-$804K -30,000 Closed
EGM
624
Engineers Gate Manager
New York
-$734K -27,400 Closed
Jane Street
625
Jane Street
New York
-$732K -26,393 Closed