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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

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

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
Allianz Asset Management
51
Allianz Asset Management
Germany
$20.6M +$9.99M +221,836 +88%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$18.8M -$12.6M -278,956 -39%
LPL Financial
53
LPL Financial
California
$17.7M +$430K +9,548 +2%
PI
54
PGGM Investments
Netherlands
$16.9M +$255K +5,665 +1%
SFI
55
Susquehanna Fundamental Investments
Pennsylvania
$16.8M -$2.06M -45,761 -11%
AIA
56
Avalon Investment & Advisory
Texas
$16.7M -$1.34M -29,825 -7%
Stifel Financial
57
Stifel Financial
Missouri
$16.7M +$4.32M +96,031 +33%
RJA
58
Raymond James & Associates
Florida
$16.6M +$1.34M +29,734 +8%
UBV
59
United Bank (Virginia)
Virginia
$16.6M -$461K -10,236 -3%
Principal Financial Group
60
Principal Financial Group
Iowa
$16.1M +$304K +6,746 +2%
SO
61
STRS Ohio
Ohio
$15.8M +$1.6M +35,540 +11%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$15.6M +$1.15M +25,571 +8%
TD Asset Management
63
TD Asset Management
Ontario, Canada
$15.2M -$272K -6,032 -2%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$15.2M -$234K -5,196 -1%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$14.9M +$670K +14,882 +5%
CS
66
Credit Suisse
Switzerland
$14.3M -$1.39M -30,825 -9%
Nomura Asset Management
67
Nomura Asset Management
Japan
$14.1M -$1.29M -28,761 -8%
Robeco Institutional Asset Management
68
Robeco Institutional Asset Management
Netherlands
$13.6M +$879K +19,536 +7%
Adage Capital Partners
69
Adage Capital Partners
Massachusetts
$13.1M -$203K -4,500 -1%
Retirement Systems of Alabama
70
Retirement Systems of Alabama
Alabama
$12.9M -$329K -7,316 -2%
Canada Life
71
Canada Life
Manitoba, Canada
$12.8M +$414K +9,195 +3%
First Trust Advisors
72
First Trust Advisors
Illinois
$12.6M +$7.43M +165,117 +131%
ZP
73
Zimmer Partners
New York
$12.5M +$7.88M +175,000 +156%
Swedbank
74
Swedbank
Sweden
$12.4M +$155K +3,442 +1%
BCAM
75
Boston Common Asset Management
Massachusetts
$12.1M +$117K +2,600 +0.9%
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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.