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Iron Mountain
IRM

Overview Fund Activity

682 hedge funds and large institutions have $9.67B invested in Iron Mountain in 2021 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 252 increasing their positions, 214 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+55
Holders Change %
+8.77%
% of All Funds
11.91%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
110
Increased
252
Reduced
214
Closed
52
Calls
$95.9M
Puts
$124M
Net Calls
-$28.3M
Net Calls Change
-$26.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$129M
2
State Street
2
State Street
Massachusetts
$578M
3
Handelsbanken Fonder
3
Handelsbanken Fonder
Sweden
$20.5M
4
Barclays
4
Barclays
United Kingdom
$35.5M
5
Wells Fargo
5
Wells Fargo
California
$52M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$158M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$177M
3
American Century Companies
3
American Century Companies
Missouri
$33.6M
4
RJA
4
Raymond James & Associates
Florida
$14.9M
5
Jane Street
5
Jane Street
New York
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
126
Brookstone Capital Management
Illinois
$5.61M +$1.31M +29,721 +31%
CWM
127
CIBC World Markets
New York
$5.56M +$4.4M +103,865 +378%
DILIC
128
Dai-ichi Life Insurance Company
Japan
$5.49M +$5.08M +120,000 +1,224%
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$5.45M -$195K -4,607 -3%
AAM
130
AR Asset Management
California
$5.44M – – –
OLA
131
Oliver Luxxe Assets
New Jersey
$5.4M – – –
Truist Financial
132
Truist Financial
North Carolina
$5.4M +$818K +19,342 +18%
BFG
133
Berger Financial Group
Minnesota
$5.39M -$68.1K -1,609 -1%
First Trust Advisors
134
First Trust Advisors
Illinois
$5.33M +$3.19M +75,355 +149%
ATIA
135
American Trust Investment Advisors
New Hampshire
$5.03M +$65.8K +1,555 +1%
AB
136
Amalgamated Bank
New York
$4.97M +$2.92M +69,071 +143%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$4.92M -$345K -8,164 -7%
WC
138
Woodstock Corp
Massachusetts
$4.76M -$157K -3,700 -3%
ZP
139
Zimmer Partners
New York
$4.76M – – –
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$4.68M +$51.4K +1,215 +1%
WI
141
WBI Investments
New Jersey
$4.67M -$422K -9,960 -8%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$4.65M -$1.91M -45,065 -29%
FAF
143
Fjarde Ap-fonden
Sweden
$4.64M +$288K +6,800 +7%
ACI
144
AMP Capital Investors
Australia
$4.61M -$175K -4,136 -4%
AAS
145
Avantax Advisory Services
Texas
$4.57M +$78.8K +1,860 +2%
OPERF
146
Oregon Public Employees Retirement Fund
Oregon
$4.53M +$368K +8,698 +9%
Korea Investment Corp
147
Korea Investment Corp
South Korea
$4.41M -$6.87M -162,400 -61%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$4.4M -$304K -7,180 -6%
BEAM
149
Baker Ellis Asset Management
Washington
$4.33M +$281K +6,652 +7%
Royal London Asset Management
150
Royal London Asset Management
United Kingdom
$4.3M – – –
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