IRM icon

Iron Mountain
IRM

Overview Fund Activity

627 hedge funds and large institutions have $8.41B invested in Iron Mountain in 2021 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 247 increasing their positions, 212 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
+16
Holders Change %
+2.62%
% of All Funds
11.04%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
83
Increased
247
Reduced
212
Closed
59
Calls
$94.1M
Puts
$95.8M
Net Calls
-$1.69M
Net Calls Change
-$33.8M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.21B
2
AAMU
2
Amundi Asset Management US
Massachusetts
$99.9M
3
American Century Companies
3
American Century Companies
Missouri
$67.6M
4
Jane Street
4
Jane Street
New York
$16.6M
5
AIA
5
Avalon Investment & Advisory
Texas
$16.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$193M
2
PP
2
Prudential plc
United Kingdom
$11.9M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$32.7M
4
RJA
4
Raymond James & Associates
Florida
$29.2M
5
EIP
5
Epoch Investment Partners
New York
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
601
AssetMark Inc
California
$5K – – –
CFO
602
CVA Family Office
Colorado
$5K +$5K +145 New
AIG
603
American International Group
New York
$4.73K -$24 -652 -0.5%
FI
604
FormulaFolio Investments
Michigan
$4K -$3.78M -84,061 -100%
BEI
605
Benjamin Edwards Inc
Missouri
$4K +$66 +2 +2%
CA
606
Clearstead Advisors
Ohio
$4K +$4K +96 New
FCA
607
FinTrust Capital Advisors
South Carolina
$4K +$4K +112 New
HWMA
608
Heritage Wealth Management (Arizona)
Arizona
$4K +$4K +115 New
ACM
609
Allred Capital Management
Texas
$3.74K +$3.74K +101 New
HI
610
Hudock Inc
Pennsylvania
$3K +$65 +2 +2%
ZB
611
Zions Bancorporation
Utah
$3K +$2.26K +61 +305%
SSB
612
Sandy Spring Bank
Maryland
$2K +$48 +1 +2%
FHC
613
First Horizon Corporation
Tennessee
$2K +$128 +5 +7%
AWM
614
Avior Wealth Management
Nebraska
$2K +$1.59K +55 +393%
SWA
615
Sutton Wealth Advisors
Florida
$1.41K – – –
KFS
616
Kelly Financial Services
Massachusetts
$1.33K – – –
JWM
617
Janiczek Wealth Management
Colorado
$1K – – –
OIA
618
Optimum Investment Advisors
Illinois
$1K – – –
SFO
619
Standard Family Office
South Dakota
$1K +$1K +29 New
WIM
620
Westside Investment Management
California
$962 +$962 +26 New
BBHC
621
Brown Brothers Harriman & Co
New York
$172 +$1 +24 +0.5%
CIMLRA
622
CBRE Investment Management Listed Real Assets
Pennsylvania
– -$11.7M -397,200 Closed
Tudor Investment Corp
623
Tudor Investment Corp
Connecticut
– -$6.08M -206,105 Closed
VIM
624
Vancity Investment Management
British Columbia, Canada
– -$5.27M -178,797 Closed
QIM
625
Quantitative Investment Management
Virginia
– -$4.46M -151,192 Closed
23 24
25
26 27