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Iron Mountain
IRM

Overview Fund Activity

560 hedge funds and large institutions have $6.43B invested in Iron Mountain in 2020 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 199 increasing their positions, 187 reducing their positions, and 63 closing their positions.

Holders
560
Holders Change
+26
Holders Change %
+4.87%
% of All Funds
11.51%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
91
Increased
199
Reduced
187
Closed
63
Calls
$96.3M
Puts
$79.6M
Net Calls
+$16.7M
Net Calls Change
+$32.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$110M
2
Cohen & Steers
2
Cohen & Steers
New York
$86.3M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$95.5M
4
Charles Schwab
4
Charles Schwab
California
$84.4M
5
GF
5
Greenhouse Funds
Maryland
$27.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$185M
2
Parnassus Investments
2
Parnassus Investments
California
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$96.2M
4
Stifel Financial
4
Stifel Financial
Missouri
$7.55M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.61M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27B 48,830,323 +115,858 +0.2%
Capital World Investors
2
Capital World Investors
California
$920M 35,240,410 +41,103 +0.1%
BlackRock
3
BlackRock
New York
$580M 22,216,078 +276,578 +1%
State Street
4
State Street
Massachusetts
$381M 14,265,186 +384,307 +3%
Goldman Sachs
5
Goldman Sachs
New York
$185M 7,076,106 -5,613,783 -44%
EIP
6
Epoch Investment Partners
New York
$138M 5,289,194 +715,549 +16%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$133M 5,085,489 +72,394 +1%
Invesco
8
Invesco
Georgia
$126M 4,839,159 -220,188 -4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$115M 4,401,566 +16,081 +0.4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$110M 4,229,935 +4,224,290 +74,832%
Northern Trust
11
Northern Trust
Illinois
$97.8M 3,748,218 -57,876 -2%
PP
12
Prudential plc
United Kingdom
$97.3M 3,729,201 +944,900 +34%
Morgan Stanley
13
Morgan Stanley
New York
$96.2M 3,687,394 -1,772,882 -32%
Nordea Investment Management
14
Nordea Investment Management
Sweden
$95.5M 3,713,694 +2,498,677 +206%
Cohen & Steers
15
Cohen & Steers
New York
$86.3M 3,306,265 +3,306,265 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$85.1M 3,260,703 -411,757 -11%
Charles Schwab
17
Charles Schwab
California
$84.4M 3,235,213 +1,204,497 +59%
Norges Bank
18
Norges Bank
Norway
$75.9M 2,906,782 – –
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$71.5M 2,740,152 +53,662 +2%
CIM
20
Centersquare Investment Management
Pennsylvania
$68.1M 2,608,467 +237,357 +10%
Bank of America
21
Bank of America
North Carolina
$63.4M 2,428,310 -62,322 -3%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$59.8M 2,291,214 +127,045 +6%
RJA
23
Raymond James & Associates
Florida
$53.1M 2,035,144 -137,630 -6%
Legal & General Group
24
Legal & General Group
United Kingdom
$49M 1,878,339 -8,197 -0.4%
Ameriprise
25
Ameriprise
Minnesota
$47.1M 1,763,971 -58,952 -3%
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