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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
BEAM
151
Baker Ellis Asset Management
Washington
$4.49M +$64.5K +1,433 +1%
WI
152
WBI Investments
New Jersey
$4.45M -$210K -4,661 -4%
Daiwa Securities Group
153
Daiwa Securities Group
Japan
$4.41M +$47.2K +1,049 +1%
TPCW
154
TD Private Client Wealth
New York
$4.36M +$50.8K +1,129 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
155
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.34M – – –
Royal London Asset Management
156
Royal London Asset Management
United Kingdom
$4.32M -$95.1K -2,112 -2%
PDN
157
Pensionfund DSM Netherlands
Netherlands
$4.32M – – –
Bank of Nova Scotia
158
Bank of Nova Scotia
Ontario, Canada
$4.3M +$1.95M +43,404 +78%
ACI
159
AMP Capital Investors
Australia
$4.29M -$458K -10,172 -9%
Cambridge Investment Research Advisors
160
Cambridge Investment Research Advisors
Iowa
$4.25M -$574K -12,742 -12%
PAG
161
Private Advisor Group
New Jersey
$4.21M +$967K +21,489 +29%
SFI
162
Siemens Fonds Invest
Germany
$4.14M +$137K +3,051 +3%
ECM
163
Evergreen Capital Management
Washington
$4.11M +$4.26M +94,562 New
SIM
164
Sonora Investment Management
Arizona
$4.11M -$88K -1,955 -2%
CC
165
Chicago Capital
Illinois
$4.06M -$1.08K -24 -0%
Wealthfront Advisers
166
Wealthfront Advisers
California
$4.03M +$1.83M +40,632 +78%
ACM
167
Azimuth Capital Management
Michigan
$3.98M +$7.2K +160 +0.2%
MC
168
Moors & Cabot
Massachusetts
$3.94M +$260K +5,774 +7%
EAM
169
Erste Asset Management
Austria
$3.9M +$248K +5,500 +7%
ProShare Advisors
170
ProShare Advisors
Maryland
$3.88M +$59.3K +1,317 +1%
AIG
171
American International Group
New York
$3.83M -$75.4K -1,676 -2%
Aviva
172
Aviva
United Kingdom
$3.82M -$219K -4,858 -5%
NCM
173
Nelson Capital Management
California
$3.81M -$26.6K -591 -0.7%
BCM
174
Beck Capital Management
Texas
$3.76M -$109K -2,428 -3%
NIPH
175
NN Investment Partners Holdings
Netherlands
$3.65M +$209K +4,643 +6%
5 6
7
8 9

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.