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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
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$6.15M -$4.38M -97,374 -41%
BCM
127
Brookstone Capital Management
Illinois
$6.14M +$675K +14,990 +12%
Macquarie Group
128
Macquarie Group
Australia
$6.09M +$121K +2,694 +2%
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$6.03M -$4.51M -100,116 -42%
State of Wisconsin Investment Board
130
State of Wisconsin Investment Board
Wisconsin
$6.01M +$428K +9,516 +7%
Tudor Investment Corp
131
Tudor Investment Corp
Connecticut
$5.91M +$4.52M +100,444 +282%
Truist Financial
132
Truist Financial
North Carolina
$5.74M +$202K +4,486 +4%
AAM
133
AR Asset Management
California
$5.72M +$135K +3,000 +2%
DA
134
Duality Advisers
Florida
$5.65M +$2.38M +52,924 +69%
DILIC
135
Dai-ichi Life Insurance Company
Japan
$5.64M – – –
GFG
136
Greystone Financial Group
Michigan
$5.46M -$1.99M -44,122 -26%
BFG
137
Berger Financial Group
Minnesota
$5.41M -$131K -2,919 -2%
CSS
138
Cubist Systematic Strategies
Connecticut
$5.06M -$7.1M -157,708 -58%
FAF
139
Första AP-fonden
Sweden
$4.97M +$1.28M +28,400 +33%
AB
140
Amalgamated Bank
New York
$4.97M -$138K -3,066 -3%
ATIA
141
American Trust Investment Advisors
New Hampshire
$4.92M -$254K -5,640 -5%
OPERF
142
Oregon Public Employees Retirement Fund
Oregon
$4.9M +$260K +5,775 +5%
WC
143
Woodstock Corp
Massachusetts
$4.86M -$32.7K -727 -0.6%
Natixis Advisors
144
Natixis Advisors
Massachusetts
$4.79M +$515K +11,439 +12%
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$4.67M +$157K +3,489 +3%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$4.64M +$292K +6,478 +6%
Franklin Resources
147
Franklin Resources
California
$4.64M +$4.46M +99,062 +1,280%
AAS
148
Avantax Advisory Services
Texas
$4.61M -$81.3K -1,807 -2%
N
149
Natixis
France
$4.61M -$7.6M -168,868 -61%
FAF
150
Fjarde Ap-fonden
Sweden
$4.58M -$189K -4,200 -4%
4 5
6
7 8

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.