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Iron Mountain
IRM

Overview Fund Activity

705 hedge funds and large institutions have $9.91B invested in Iron Mountain in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 277 increasing their positions, 243 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+23
Holders Change %
+3.37%
% of All Funds
12.38%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
72
Increased
277
Reduced
243
Closed
42
Calls
$81.9M
Puts
$91.2M
Net Calls
-$9.4M
Net Calls Change
+$18.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$182M
2
Northern Trust
2
Northern Trust
Illinois
$185M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$41.7M
4
State Street
4
State Street
Massachusetts
$610M
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$67.5M

Top Sellers

1
California Public Employees Retirement System
1
California Public Employees Retirement System
California
$29.2M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$2.12M
3
Invesco
3
Invesco
Georgia
$185M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$18.8M
5
CB
5
Commerce Bank
Missouri
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
601
Bedel Financial Consulting
Indiana
$55K +$261 +6 +0.5%
FAM
602
Fred Alger Management
New York
$53K – – –
AW
603
Avion Wealth
Texas
$51K +$4.36K +100 +9%
HCP
604
Hexagon Capital Partners
Arkansas
$50K +$50K +1,141 New
NFSG
605
Newbridge Financial Services Group
Florida
$48K +$10.7K +245 +29%
GWSG
606
GPS Wealth Strategies Group
Colorado
$46K +$345 +8 +0.8%
FCMT
607
Founders Capital Management (Texas)
Texas
$46K +$4.38K +100 +11%
SN
608
Sittner & Nelson
Oregon
$43K – – –
NSIM
609
North Star Investment Management
Illinois
$42K – – –
SWM
610
Spire Wealth Management
Virginia
$41K – – –
WT
611
Whittier Trust
California
$41K – – –
TWM
612
Tradition Wealth Management
Minnesota
$41K +$4.85K +112 +13%
SIS
613
Sound Income Strategies
Florida
$41K +$17.4K +400 +74%
PO
614
Private Ocean
California
$39K – – –
TWA
615
TCI Wealth Advisors
Arizona
$38K +$31.2K +726 +459%
HR
616
Howe & Rusling
New York
$35K – – –
HNB
617
Huntington National Bank
Ohio
$32K +$4.25K +100 +15%
WPA
618
West Paces Advisors
Georgia
$31.9K – – –
VNA
619
Valley National Advisers
Pennsylvania
$30K – – –
LF
620
Lee Financial
Texas
$28K +$21.5K +500 +333%
DTIM
621
Danda Trouve Investment Management
Kansas
$28K +$28K +635 New
TH
622
TCTC Holdings
Texas
$27K +$27K +625 New
CA
623
Clearstead Advisors
Ohio
$26K – – –
MPWT
624
MassMutual Private Wealth & Trust
Connecticut
$26K +$133 +3 +0.5%
SCM
625
Silvant Capital Management
Georgia
$24K – – –
23 24
25
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