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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 %
CWC
626
Carolinas Wealth Consulting
North Carolina
$87K +$953 +18 +1%
Lazard Asset Management
627
Lazard Asset Management
New York
$87K +$5.33K +102 +7%
RG
628
Retirement Group
California
$85K +$470 +9 +0.6%
AAP
629
Arax Advisory Partners
Colorado
$80K +$77K +1,477 +2,547%
RE
630
RBC Europe
United Kingdom
$79K -$9.88K -189 -11%
HNB
631
Huntington National Bank
Ohio
$79K +$39.5K +753 +100%
FFC
632
First Financial Corp
Indiana
$78K – – –
TVWM
633
Tower View Wealth Management
Wisconsin
$78K – – –
FHA
634
First Horizon Advisors
Tennessee
$75K -$3.89K -74 -5%
ARMC
635
American Research & Management Company
Massachusetts
$73K – – –
SWM
636
Spire Wealth Management
Virginia
$72K +$46K +884 +177%
SCM
637
Shelton Capital Management
Colorado
$72K +$72K +1,369 New
FCMT
638
Founders Capital Management (Texas)
Texas
$68K +$13.1K +250 +24%
BFC
639
Bedel Financial Consulting
Indiana
$66K +$260 +5 +0.4%
Optiver Holding
640
Optiver Holding
Netherlands
$65K – – –
CA
641
CoreCap Advisors
Michigan
$62K +$62K +1,175 New
HCP
642
Hexagon Capital Partners
Arkansas
$60K – – –
PFBT
643
Parkside Financial Bank & Trust
Missouri
$59K -$110K -2,088 -65%
PG
644
Proffitt & Goodson
Tennessee
$59K +$59K +1,131 New
UB
645
UMB Bank
Missouri
$58K +$58K +1,116 New
GWSG
646
GPS Wealth Strategies Group
Colorado
$56K +$417 +8 +0.8%
SN
647
Sittner & Nelson
Oregon
$52K – – –
AW
648
Avion Wealth
Texas
$51K -$10.5K -200 -17%
NSIM
649
North Star Investment Management
Illinois
$51K – – –
DGAM
650
Desjardins Global Asset Management
Quebec, Canada
$51K +$51K +979 New
24 25
26
27 28