We are live on ! Find out more
IRM icon

Iron Mountain

518 hedge funds and large institutions have $7.87B invested in Iron Mountain in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 213 increasing their positions, 153 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 153

35% more call options, than puts

Call options by funds: $108M | Put options by funds: $79.9M

0% more capital invested

Capital invested by funds: $7.83B → $7.87B (+$34.6M)

1% less funds holding

Funds holding: 522518 (-4)

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

2.74% less ownership

Funds ownership: 87.24%84.5% (-2.7%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
518
Holders Change
-4
Holders Change %
-0.77%
% of All Funds
11.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
61
Increased
213
Reduced
153
Closed
62
Calls
$108M
Puts
$79.9M
Net Calls
+$28.3M
Net Calls Change
+$48.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.51B +$27.8M +883,488 +2%
Capital World Investors
2
Capital World Investors
California
$1.04B -$1.51M -48,159 -0.1%
BlackRock
3
BlackRock
New York
$682M +$12.8M +407,252 +2%
State Street
4
State Street
Massachusetts
$428M +$20M +637,543 +5%
Goldman Sachs
5
Goldman Sachs
New York
$334M +$24.5M +779,130 +8%
Invesco
6
Invesco
Georgia
$234M +$24.1M +767,838 +12%
Parnassus Investments
7
Parnassus Investments
California
$233M +$2.48M +78,925 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$145M +$3.83M +122,025 +3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$142M +$5.38M +171,346 +4%
EIP
10
Epoch Investment Partners
New York
$136M -$3.95M -125,820 -3%
Morgan Stanley
11
Morgan Stanley
New York
$133M +$43.9M +1,397,477 +52%
Ameriprise
12
Ameriprise
Minnesota
$123M +$11.7M +373,438 +11%
CIM
13
Centersquare Investment Management
Pennsylvania
$122M +$6.11M +194,630 +5%
Northern Trust
14
Northern Trust
Illinois
$120M +$21.2K +676 +0%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$117M +$2.51M +80,048 +2%
Capital International Investors
16
Capital International Investors
California
$100M -$141M -4,491,748 -59%
SC
17
Schooner Capital
Florida
$96M
JP Morgan Chase
18
JP Morgan Chase
New York
$94.6M -$31M -986,647 -25%
Norges Bank
19
Norges Bank
Norway
$94.2M +$3.98M +126,751 +5%
Bank of America
20
Bank of America
North Carolina
$86.6M -$14.2M -450,760 -14%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$69.9M +$5.55M +176,684 +9%
RJA
22
Raymond James & Associates
Florida
$67.5M +$2.31M +73,386 +4%
Stifel Financial
23
Stifel Financial
Missouri
$63.9M +$398K +12,665 +0.6%
Charles Schwab
24
Charles Schwab
California
$63.1M +$1.12M +35,761 +2%
PAMU
25
Pictet Asset Management (UK)
United Kingdom
$59.7M +$40.2M +1,281,156 +228%