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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
VOYA Investment Management
101
VOYA Investment Management
Georgia
$8.39M +$1.73M +38,376 +25%
SOADOR
102
State of Alaska Department of Revenue
Alaska
$8.37M +$1.23M +27,279 +16%
GHAM
103
Gilman Hill Asset Management
Connecticut
$8.29M -$35.2K -782 -0.4%
SEI Investments
104
SEI Investments
Pennsylvania
$8.24M +$4.48M +99,516 +111%
Toronto Dominion Bank
105
Toronto Dominion Bank
Ontario, Canada
$8.19M -$1.24M -27,543 -13%
Mitsubishi UFJ Trust & Banking
106
Mitsubishi UFJ Trust & Banking
Japan
$8.09M +$110K +2,439 +1%
SBIA
107
Sheaff Brock Investment Advisors
Indiana
$8.03M -$112K -2,481 -1%
CWM
108
CIBC World Markets
New York
$8.01M +$2.39M +53,044 +40%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$7.73M -$1.14M -25,306 -12%
Millennium Management
110
Millennium Management
New York
$7.73M -$7.62M -169,402 -49%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$7.72M -$282K -6,256 -3%
Aberdeen Group
112
Aberdeen Group
United Kingdom
$7.63M -$51.6K -1,147 -0.7%
SLAM
113
Swiss Life Asset Management
$7.58M +$631K +14,019 +9%
Renaissance Technologies
114
Renaissance Technologies
New York
$7.53M -$8.97M -199,200 -53%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.39M -$318K -7,059 -4%
GC
116
Guggenheim Capital
Illinois
$7.29M -$1.92M -42,576 -20%
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$7.2M -$78K -1,734 -1%
SIG
118
Sargent Investment Group
Maryland
$7.13M +$191K +4,252 +3%
MA
119
Mutual Advisors
Nebraska
$7.12M +$75.3K +1,672 +1%
ASC
120
Atalanta Sosnoff Capital
New York
$7.12M +$81.3K +1,806 +1%
TTWM
121
TCV Trust & Wealth Management
Virginia
$6.91M -$2.34K -52 -0%
SCA
122
Snowden Capital Advisors
New York
$6.88M +$191K +4,237 +3%
RJFSA
123
Raymond James Financial Services Advisors
Florida
$6.85M +$2.15M +47,776 +43%
Neuberger Berman Group
124
Neuberger Berman Group
New York
$6.54M -$729K -16,197 -9%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$6.24M +$1.23M +27,433 +24%
3 4
5
6 7

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.