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Iron Mountain
IRM

Overview Fund Activity

587 hedge funds and large institutions have $6.48B invested in Iron Mountain in 2020 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 243 increasing their positions, 183 reducing their positions, and 49 closing their positions.

Holders
587
Holders Change
+27
Holders Change %
+4.82%
% of All Funds
11.88%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
76
Increased
243
Reduced
183
Closed
49
Calls
$58M
Puts
$56.6M
Net Calls
+$1.37M
Net Calls Change
-$15.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$196M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$28M
3
Citadel Advisors
3
Citadel Advisors
Florida
$26.4M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$45.5M
5
BlackRock
5
BlackRock
New York
$605M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$14.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$36.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$131M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$51.2M
5
State Street
5
State Street
Massachusetts
$361M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.3B 48,478,520 -351,803 -0.7%
Capital World Investors
2
Capital World Investors
California
$944M 35,248,074 +7,664 +0%
BlackRock
3
BlackRock
New York
$605M 22,578,243 +362,165 +2%
State Street
4
State Street
Massachusetts
$361M 13,192,041 -1,073,145 -8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$196M 7,327,511 +3,097,576 +73%
EIP
6
Epoch Investment Partners
New York
$137M 5,104,056 -185,138 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$136M 5,075,731 -9,758 -0.2%
Goldman Sachs
8
Goldman Sachs
New York
$131M 4,880,521 -2,195,585 -31%
Invesco
9
Invesco
Georgia
$119M 4,449,140 -390,019 -8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$117M 4,359,870 -41,696 -0.9%
Northern Trust
11
Northern Trust
Illinois
$98.6M 3,682,110 -66,108 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$89.5M 3,339,919 +79,216 +2%
Charles Schwab
13
Charles Schwab
California
$84.4M 3,149,817 -85,396 -3%
PP
14
Prudential plc
United Kingdom
$80.7M 3,013,801 -715,400 -19%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$78.6M 2,936,152 +196,000 +7%
Norges Bank
16
Norges Bank
Norway
$77.4M 2,888,094 -18,688 -0.6%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$63.2M 2,358,924 +67,710 +3%
Bank of America
18
Bank of America
North Carolina
$62.5M 2,332,702 -95,608 -4%
CIM
19
Centersquare Investment Management
Pennsylvania
$55.6M 2,075,135 -533,332 -20%
Nordea Investment Management
20
Nordea Investment Management
Sweden
$51.2M 1,884,401 -1,829,293 -49%
RJA
21
Raymond James & Associates
Florida
$50.7M 1,893,960 -141,184 -7%
Legal & General Group
22
Legal & General Group
United Kingdom
$49.7M 1,854,896 -23,443 -1%
LSV Asset Management
23
LSV Asset Management
Illinois
$45.5M 1,697,818 +487,865 +40%
UBS AM
24
UBS AM
Illinois
$43.9M 1,637,402 +39,874 +2%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$42M 1,568,500 -116,295 -7%
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