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Iron Mountain

614 hedge funds and large institutions have $6.89B invested in Iron Mountain in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 244 increasing their positions, 186 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $64.8M | Put options by funds: $32.7M

49% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 67

31% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 186

6% more capital invested

Capital invested by funds: $6.49B → $6.89B (+$392M)

4% more funds holding

Funds holding: 590614 (+24)

3.71% less ownership

Funds ownership: 84.4%80.69% (-3.7%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
614
Holders Change
+24
Holders Change %
+4.07%
% of All Funds
10.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
100
Increased
244
Reduced
186
Closed
67
Calls
$64.8M
Puts
$32.7M
Net Calls
+$32.1M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
101
Adage Capital Partners
Massachusetts
$6M -$1.48M -53,500 -21%
MNBTD
102
Moody National Bank Trust Division
Texas
$5.98M
ANI
103
American National Insurance
Texas
$5.96M
AG
104
Aperio Group
California
$5.95M -$351K -12,662 -6%
SFI
105
Susquehanna Fundamental Investments
Pennsylvania
$5.87M +$3.03M +109,210 +121%
AQR Capital Management
106
AQR Capital Management
Connecticut
$5.83M +$5.01M +180,637 +924%
UCFA
107
United Capital Financial Advisors
Texas
$5.75M -$1.92M -69,057 -26%
GHAM
108
Gilman Hill Asset Management
Connecticut
$5.43M +$58.5K +2,108 +1%
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$5.36M +$243K +8,750 +5%
VIM
110
Vancity Investment Management
British Columbia, Canada
$5.27M +$4.96M +178,797 New
Mitsubishi UFJ Asset Management
111
Mitsubishi UFJ Asset Management
Japan
$5.26M +$353K +12,710 +8%
AAF
112
Andra AP-fonden
Sweden
$5.03M +$2.54M +91,500 +116%
Aberdeen Group
113
Aberdeen Group
United Kingdom
$5M +$194K +6,984 +4%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$4.83M -$234K -8,429 -5%
TTWM
115
TCV Trust & Wealth Management
Virginia
$4.78M -$213K -7,688 -5%
WI
116
WBI Investments
New Jersey
$4.76M +$4.48M +161,613 New
VOYA Investment Management
117
VOYA Investment Management
Georgia
$4.52M -$287K -10,355 -6%
QIM
118
Quantitative Investment Management
Virginia
$4.46M +$2.73M +98,456 +187%
FAF
119
Första AP-fonden
Sweden
$4.44M +$1.95M +70,400 +88%
BNP Paribas Asset Management
120
BNP Paribas Asset Management
France
$4.39M +$548K +19,765 +15%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.29M +$575K +20,735 +17%
Truist Financial
122
Truist Financial
North Carolina
$4.27M +$508K +18,321 +14%
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$4.06M -$379K -13,660 -9%
PAMU
124
Pictet Asset Management (UK)
United Kingdom
$4.03M -$178K -6,400 -4%
SCA
125
Snowden Capital Advisors
New York
$4.02M +$174K +6,288 +5%