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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 %
FAG
676
Fortitude Advisory Group
Washington
$24K +$24K +459 New
SL
677
Savior LLC
Massachusetts
$22K – – –
BWM
678
Baystate Wealth Management
Massachusetts
$22K +$310 +6 +1%
QC
679
Quent Capital
New York
$22K +$22K +422 New
PP
680
PFS Partners
New Jersey
$21.9K +$21.9K +419 New
RCM
681
Raleigh Capital Management
North Carolina
$21K +$21K +400 New
FCT
682
First Community Trust
Iowa
$20.1K +$20.1K +385 New
CTC
683
Central Trust Company
Missouri
$20K – – –
AF
684
Advisornet Financial
Minnesota
$20K – – –
A
685
AustralianSuper
Australia
$18.3K +$18.3K +361,287 New
PSB
686
Piscataqua Savings Bank
New Hampshire
$18K – – –
WTC
687
WhitTier Trust Company
Nevada
$17K – – –
PK
688
Pflug Koory
Nebraska
$17K – – –
GLLW
689
Graves Light Lenhart Wealth
Virginia
$17K – – –
RFWA
690
RPg Family Wealth Advisory
Massachusetts
$16.4K – – –
CCM
691
Covington Capital Management
California
$16K – – –
LC
692
Lindbrook Capital
California
$16K +$6.65K +128 +71%
IWP
693
IAG Wealth Partners
Wisconsin
$15K – – –
ETC
694
Exchange Traded Concepts
Oklahoma
$14K -$3.84M -72,080 -100%
PCG
695
Private Capital Group
Connecticut
$14K -$2.94K -54 -17%
IFAM
696
Institutional & Family Asset Management
Colorado
$14K – – –
HIA
697
Harbor Investment Advisory
Maryland
$14K – – –
Manulife (Manufacturers Life Insurance)
698
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.2K -$421 -8,048 -3%
BIA
699
Bell Investment Advisors
California
$13K +$5.04K +93 +63%
JWA
700
JFS Wealth Advisors
Pennsylvania
$12K – – –
26 27
28
29 30