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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 %
SCM
626
Symons Capital Management
Pennsylvania
– -$3.73M -126,462 Closed
Squarepoint
627
Squarepoint
New York
– -$3.66M -124,136 Closed
Twin Tree Management
628
Twin Tree Management
Texas
– -$3.29M -111,736 Closed
Voloridge Investment Management
629
Voloridge Investment Management
Florida
– -$3.02M -102,572 Closed
LIMS
630
Lasalle Investment Management Securities
Maryland
– -$2.87M -97,243 Closed
1832 Asset Management
631
1832 Asset Management
Ontario, Canada
– -$2.46M -83,700 Closed
RB
632
Rodgers Brothers
Pennsylvania
– -$1.97M -66,825 Closed
MSA
633
Mason Street Advisors
Wisconsin
– -$1.17M -39,752 Closed
FC
634
FORA Capital
Florida
– -$892K -30,261 Closed
D.E. Shaw & Co
635
D.E. Shaw & Co
New York
– -$572K -19,409 Closed
HT
636
HighTower Trust
Texas
– -$481K -16,301 Closed
IIC
637
Integrated Investment Consultants
Michigan
– -$404K -13,721 Closed
Nomura Holdings
638
Nomura Holdings
Japan
– -$394K -13,357 Closed
WP
639
WealthPLAN Partners
Nebraska
– -$293K -9,184 Closed
SPI
640
Santori & Peters Inc
Pennsylvania
– -$258K -9,069 Closed
BMWM
641
Brown Miller Wealth Management
Virginia
– -$262K -8,872 Closed
LNWWM
642
Laird Norton Wetherby Wealth Management
California
– -$232K -7,874 Closed
SF
643
Synovus Financial
Georgia
– -$215K -7,301 Closed
SSG
644
Summit Securities Group
New York
– -$215K -7,300 Closed
YIH
645
Y-Intercept (HK)
Hong Kong
– -$212K -7,221 Closed
LIA
646
LS Investment Advisors
Michigan
– -$204K -6,907 Closed
FLPIM
647
F.L. Putnam Investment Management
Massachusetts
– -$201K -6,802 Closed
Capstone Investment Advisors
648
Capstone Investment Advisors
New York
– -$154K -5,233 Closed
CA
649
Capitolis Advisors
New York
– -$134K -4,531 Closed
NWA
650
Navis Wealth Advisors
New York
– -$122K -4,125 Closed
24 25
26
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