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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
$82.6M
2
Amundi
Amundi
France
$170M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$28M
4
State Street
State Street
Massachusetts
$760M
5
American Century Companies
American Century Companies
Missouri
$55.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$149M
2
EIP
Epoch Investment Partners
New York
$141M
3
Barclays
Barclays
United Kingdom
$39.4M
4
ZP
Zimmer Partners
New York
$0
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.53B
Name Holding Trade Value Shares
Change 		Shares
Change %
EBA
726
Eagle Bay Advisors
New York
$4K -$8.26K -157 -67%
GWS
727
Glassman Wealth Services
Virginia
$4K -$1.35K -24 -25%
CFRPA
728
Castle Financial & Retirement Planning Associates
New Jersey
$4K +$4K +100 New
FPS
729
Fieldpoint Private Securities
Connecticut
$3K – – –
MCM
730
MV Capital Management
Maryland
$3K +$145 +3 +5%
CP
731
Castleview Partners
Texas
$2.35K +$2.35K +123,080 New
SSB
732
Sandy Spring Bank
Maryland
$2K +$45 +1 +2%
CBT
733
Central Bank & Trust
Kentucky
$2K +$2K +34 New
AWA
734
Amplius Wealth Advisors
Pennsylvania
$2K +$2K +50 New
KFS
735
Kelly Financial Services
Massachusetts
$1.88K – – –
SWA
736
Sutton Wealth Advisors
Florida
$1.73K – – –
WIM
737
Westside Investment Management
California
$1.14K – – –
DFCM
738
Dark Forest Capital Management
Puerto Rico
$1K -$43.9K -483 -98%
OIA
739
Optimum Investment Advisors
Illinois
$1K -$909 -10 -48%
JWM
740
Janiczek Wealth Management
Colorado
$1K – – –
VCM
741
Versant Capital Management
Arizona
$1K – – –
CAL
742
Capital Advisors Ltd
Ohio
$1K +$1K +11 New
RDFA
743
Ritter Daniher Financial Advisory
Ohio
$1K +$1K +15 New
BA
744
Bivin & Associates
Oklahoma
$1K +$1K +20 New
RFA
745
Reilly Financial Advisors
California
$1K +$1K +28 New
BBHC
746
Brown Brothers Harriman & Co
New York
$244 – – –
ZP
747
Zimmer Partners
New York
– -$12.5M -287,500 Closed
Qube Research & Technologies (QRT)
748
Qube Research & Technologies (QRT)
United Kingdom
– -$6.03M -138,697 Closed
Tudor Investment Corp
749
Tudor Investment Corp
Connecticut
– -$5.91M -136,100 Closed
DA
750
Duality Advisers
Florida
– -$5.65M -129,996 Closed
28 29
30
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