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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 %
ED
601
Exane Derivatives
France
$144K +$6.44K +123 +5%
LS
602
Livforsakringsbolaget Skandia
Sweden
$144K – – –
SIM
603
Sentry Investment Management
Wisconsin
$144K +$20.9K +401 +17%
AA
604
Addison Advisors
Vermont
$141K +$141K +2,689 New
Carson Wealth (CWM LLC)
605
Carson Wealth (CWM LLC)
Nebraska
$138K +$138K +2,635 New
COCM
606
Charter Oak Capital Management
New Hampshire
$136K – – –
T
607
TOBAM
France
$131K -$68.6K -1,308 -34%
TFS
608
TrustCore Financial Services
Tennessee
$131K +$15.7K +300 +14%
C
609
Covestor
United Kingdom
$126K +$126K +2,405 New
OCM
610
Orion Capital Management
California
$120K – – –
HDIM
611
Hanson & Doremus Investment Management
Vermont
$119K -$4.83K -92 -4%
NL
612
NVWM LLC
Pennsylvania
$114K +$106 +2 +0.1%
Acadian Asset Management
613
Acadian Asset Management
Massachusetts
$113K -$3.2M -61,636 -97%
VCM
614
Vigilant Capital Management
Maine
$106K – – –
KPCM
615
Kings Point Capital Management
New York
$105K – – –
FP
616
Financial Perspectives
Minnesota
$105K – – –
First Manhattan
617
First Manhattan
New York
$104K – – –
MAM
618
Mystic Asset Management
Rhode Island
$104K +$104K +2,000 New
FMP
619
Financial Management Professionals
Texas
$101K +$2.77K +53 +3%
BWL
620
Bogart Wealth LLC
Virginia
$101K +$10.5K +200 +12%
ST
621
Smithfield Trust
Pennsylvania
$100K +$74K +1,420 +284%
SC
622
Sawyer & Company
Massachusetts
$99K – – –
PA
623
Parallel Advisors
California
$99K +$7.64K +146 +8%
NFSG
624
Newbridge Financial Services Group
Florida
$98K +$40.5K +777 +70%
SC
625
Schubert & Co
Texas
$89K +$89K +1,703 New
23 24
25
26 27