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Iron Mountain
IRM

Overview Fund Activity

682 hedge funds and large institutions have $9.67B invested in Iron Mountain in 2021 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 252 increasing their positions, 214 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+55
Holders Change %
+8.77%
% of All Funds
11.91%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
110
Increased
252
Reduced
214
Closed
52
Calls
$95.9M
Puts
$124M
Net Calls
-$28.3M
Net Calls Change
-$26.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$129M
2
State Street
State Street
Massachusetts
$578M
3
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$20.5M
4
Barclays
Barclays
United Kingdom
$35.5M
5
Wells Fargo
Wells Fargo
California
$52M

Top Sellers

1
EIP
Epoch Investment Partners
New York
$158M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$177M
3
American Century Companies
American Century Companies
Missouri
$33.6M
4
RJA
Raymond James & Associates
Florida
$14.9M
5
Jane Street
Jane Street
New York
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
701
First Hawaiian Bank
Hawaii
– -$397K -10,713 Closed
LOAME
702
Lombard Odier Asset Management (Europe)
United Kingdom
– -$378K -10,226 Closed
GC
703
Grace Capital
Massachusetts
– -$374K -10,100 Closed
CC
704
Claybrook Capital
Massachusetts
– -$370K -10,000 Closed
SWM
705
Stockman Wealth Management
Montana
– -$370K -10,000 Closed
MHS
706
M Holdings Securities
Oregon
– -$337K -9,112 Closed
TCM
707
Tuttle Capital Management
Connecticut
– -$329K -8,881 Closed
MME
708
Meag Munich Ergo
Germany
– -$306K -8,267 Closed
ICM
709
IMS Capital Management
Oregon
– -$296K -7,998 Closed
GTCM
710
Gyon Technologies Capital Management
New Jersey
– -$286K -7,727 Closed
VC
711
Vicus Capital
Pennsylvania
– -$276K -7,452 Closed
BCM
712
Bluefin Capital Management
New York
– -$252K -6,820 Closed
Marshall Wace
713
Marshall Wace
United Kingdom
– -$212K -5,716 Closed
LWAC
714
Laurel Wealth Advisors (California)
California
– -$203K -5,497 Closed
OMC
715
Old Mission Capital
Illinois
– -$200K -5,405 Closed
VanEck Associates
716
VanEck Associates
New York
– -$138K -3,717 Closed
BAM
717
Belpointe Asset Management
Nevada
– -$109K -2,951 Closed
SFS
718
Sowell Financial Services
Arkansas
– -$58K -1,402 Closed
HFS
719
Hantz Financial Services
Michigan
– -$42K -1,133 Closed
SWP
720
ShoreHaven Wealth Partners
New Jersey
– -$38K -1,032 Closed
MWP
721
Meridian Wealth Partners
Pennsylvania
– -$37K -1,013 Closed
Jones Financial Companies
722
Jones Financial Companies
Missouri
– -$37K -1,000 Closed
CWP
723
Concord Wealth Partners
Virginia
– -$37K -1,000 Closed
VFA
724
Valeo Financial Advisors
Indiana
– -$27K -720 Closed
MWM
725
Mascoma Wealth Management
New Hampshire
– -$19K -500 Closed
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