We are live on ! Find out more
IRM icon

Iron Mountain

522 hedge funds and large institutions have $7.83B invested in Iron Mountain in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 213 increasing their positions, 159 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 159

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2.01% less ownership

Funds ownership: 89.25%87.24% (-2%)

3% less funds holding

Funds holding: 536522 (-14)

10% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 80

14% less capital invested

Capital invested by funds: $9.07B → $7.83B (-$1.24B)

23% less call options, than puts

Call options by funds: $66.7M | Put options by funds: $86.5M

Holders
522
Holders Change
-14
Holders Change %
-2.61%
% of All Funds
11.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
72
Increased
213
Reduced
159
Closed
80
Calls
$66.7M
Puts
$86.5M
Net Calls
-$19.8M
Net Calls Change
-$22.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.43B +$36.4M +1,111,513 +2%
Capital World Investors
2
Capital World Investors
California
$1.01B -$43.8M -1,336,279 -4%
BlackRock
3
BlackRock
New York
$647M +$12.6M +384,196 +2%
State Street
4
State Street
Massachusetts
$394M +$11.4M +348,155 +3%
Goldman Sachs
5
Goldman Sachs
New York
$298M +$71.2M +2,171,753 +30%
Capital International Investors
6
Capital International Investors
California
$238M -$39.7M -1,211,084 -14%
Parnassus Investments
7
Parnassus Investments
California
$223M -$78.8M -2,403,963 -25%
Cohen & Steers
8
Cohen & Steers
New York
$204M -$77.1M -2,352,730 -27%
Invesco
9
Invesco
Georgia
$202M +$9.56M +291,618 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$136M +$5.17M +157,775 +4%
EIP
11
Epoch Investment Partners
New York
$136M -$13.2M -401,463 -8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$132M +$1.34M +40,947 +1%
JP Morgan Chase
13
JP Morgan Chase
New York
$121M +$32.5M +990,959 +34%
Northern Trust
14
Northern Trust
Illinois
$116M +$9.43M +287,797 +8%
CIM
15
Centersquare Investment Management
Pennsylvania
$111M +$10.2M +311,030 +10%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$110M +$4.44M +135,460 +4%
Ameriprise
17
Ameriprise
Minnesota
$106M +$26.1M +796,843 +30%
Bank of America
18
Bank of America
North Carolina
$97.8M -$17.3M -529,421 -14%
SC
19
Schooner Capital
Florida
$92.8M
Norges Bank
20
Norges Bank
Norway
$87M +$12.5M +382,187 +16%
Morgan Stanley
21
Morgan Stanley
New York
$84.7M -$37.8M -1,152,220 -30%
RJA
22
Raymond James & Associates
Florida
$63M -$2.7M -82,502 -4%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$62.1M +$12.9M +392,558 +25%
Stifel Financial
24
Stifel Financial
Missouri
$61.5M +$312K +9,510 +0.5%
N
25
Nuveen
North Carolina
$60.2M +$9.02M +275,114 +17%