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Iron Mountain
IRM

710 hedge funds and large institutions have $9.92B invested in Iron Mountain in 2021 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 279 increasing their positions, 245 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 42

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

14% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 245

3% more funds holding

Funds holding: 686 → 710 (+24)

2% more capital invested

Capital invested by funds: $9.7B → $9.92B (+$229M)

0.34% less ownership

Funds ownership: 79.34% → 79% (-0.34%)

10% less call options, than puts

Call options by funds: $81.8M | Put options by funds: $91.2M

Holders
710
Holders Change
+24
Holders Change %
+3.5%
% of All Funds
12.43%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
73
Increased
279
Reduced
245
Closed
42
Calls
$81.8M
Puts
$91.2M
Net Calls
-$9.39M
Net Calls Change
+$18.9M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$51.3M
2
Northern Trust
Northern Trust
Illinois
+$26.7M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$25.8M
4
State Street
State Street
Massachusetts
+$17.1M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$16.5M

Top Sellers

Rank Fund Capital Flow
1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$71.2M
2
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$38.5M
3
Invesco
Invesco
Georgia
-$27.9M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$12.6M
5
CB
Commerce Bank
Missouri
-$12.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
701
Sutton Wealth Advisors
Florida
$1.43K -$225 -5 -13%
WIM
702
Westside Investment Management
California
$1.14K – – –
CMBA
703
C.M. Bidwell & Associates
Hawaii
$1K – – –
JWM
704
Janiczek Wealth Management
Colorado
$1K – – –
OIA
705
Optimum Investment Advisors
Illinois
$1K +$45 +1 +5%
VCM
706
Versant Capital Management
Arizona
$1K +$270 +6 +75%
BBHC
707
Brown Brothers Harriman & Co
New York
$202 – – –
MC
708
Maplelane Capital
New York
– -$8.99M -212,453 Closed
Voloridge Investment Management
709
Voloridge Investment Management
Florida
– -$3.27M -77,149 Closed
CAM
710
Concorde Asset Management
Michigan
– -$1.71M -40,405 Closed
Balyasny Asset Management
711
Balyasny Asset Management
Illinois
– -$1.58M -37,365 Closed
TEE
712
Tibra Equities Europe
United Kingdom
– -$1.04M -24,574 Closed
ACM
713
Alethea Capital Management
Washington
– -$1.03M -24,456 Closed
PAMP
714
Polar Asset Management Partners
Ontario, Canada
– -$850K -20,083 Closed
YIH
715
Y-Intercept (HK)
Hong Kong
– -$676K -15,981 Closed
Connor, Clark & Lunn Investment Management (CC&L)
716
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$662K -15,649 Closed
Cohen & Steers
717
Cohen & Steers
New York
– -$607K -14,348 Closed
QT
718
Quantbot Technologies
New York
– -$553K -13,081 Closed
AIM
719
Aigen Investment Management
New York
– -$460K -10,860 Closed
Nomura Holdings
720
Nomura Holdings
Japan
– -$426K -10,070 Closed
SM
721
Southport Management
Wyoming
– -$423K -10,000 Closed
B
722
BP
United Kingdom
– -$340K -8,023 Closed
ECM
723
ExodusPoint Capital Management
New York
– -$339K -8,013 Closed
IC
724
Inscription Capital
Texas
– -$301K -7,110 Closed
S
725
Seeyond
France
– -$308K -6,842 Closed
27 28
29
30 31

IRM Hedge Fund Activity: Q3 2021 in Review

710 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2021, worth a combined $9.92B — up 2.4% from $9.7B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new IRM positions and 42 closed out — a net gain of 31 holders — while 279 added to existing stakes and 245 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $51.3M. The largest seller was California Public Employees Retirement System, cutting an estimated $71.2M.

  • 710 institutional investors held Iron Mountain (IRM) as of Q3 2021, up from 686 in Q2 2021.
  • Funds reported $9.92B of Iron Mountain stock for Q3 2021, up 2.4% quarter-over-quarter.
  • 73 funds opened new Iron Mountain positions in Q3 2021 and 42 closed out, a net change of +31 holders.
  • The largest Iron Mountain buyer in Q3 2021 was Morgan Stanley, an estimated $51.3M added.
  • The largest Iron Mountain seller in Q3 2021 was California Public Employees Retirement System, an estimated $71.2M sold.

Based on aggregated 13F filings for Q3 2021.