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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 %
PHK
651
Point72 Hong Kong
Hong Kong
– -$102K -3,460 Closed
CC
652
Centiva Capital
New York
– -$91K -3,086 Closed
Parallax Volatility Advisers
653
Parallax Volatility Advisers
California
– -$90K -3,042 Closed
CYG
654
Clean Yield Group
Vermont
– -$88K -3,000 Closed
FCH
655
Freestone Capital Holdings
Washington
– -$72.8K -2,469 Closed
CAAS
656
Capital Asset Advisory Services
Michigan
– -$67K -2,241 Closed
MCM
657
McMillion Capital Management
North Carolina
– -$57K -1,950 Closed
CWA
658
Core Wealth Advisors
Florida
– -$51K -1,717 Closed
LIM
659
Longfellow Investment Management
Massachusetts
– -$50K -1,664 Closed
ABC
660
Associated Banc-Corp
Wisconsin
– -$47K -1,582 Closed
PWM
661
Perigon Wealth Management
California
– -$43K -1,444 Closed
PCIA
662
Prime Capital Investment Advisors
Kansas
– -$29K -1,000 Closed
VCG
663
Vantage Consulting Group
Virginia
– -$26K -876 Closed
RFA
664
Reilly Financial Advisors
California
– -$22K -750 Closed
AWG
665
Altus Wealth Group
Colorado
– -$21K -700 Closed
BC
666
Bartlett & Co
Ohio
– -$16K -546 Closed
BCWM
667
Bartlett & Co Wealth Management
Ohio
– -$16.4K -546 Closed
PS
668
Planned Solutions
California
– -$15K -500 Closed
SIM
669
Seaview Investment Managers
Florida
– -$12K -425 Closed
TI
670
tru Independence
Oregon
– -$10 -353 Closed
AJ
671
Ashburton (Jersey)
Jersey
– -$10K -331 Closed
RIM
672
Rockbridge Investment Management
New York
– -$5K -185 Closed
SIAG
673
Safeguard Investment Advisory Group
California
– -$2K -100 Closed
RPWA
674
Regent Peak Wealth Advisors
Georgia
– -$3K -95 Closed
FEG
675
Financial Enhancement Group
Indiana
– -$3K -89 Closed
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