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Iron Mountain
IRM

Overview Fund Activity

810 hedge funds and large institutions have $12.9B invested in Iron Mountain in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 283 increasing their positions, 289 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
Holders Change
+27
Holders Change %
+3.45%
% of All Funds
12.77%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
86
Increased
283
Reduced
289
Closed
50
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.2M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$439M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$106M
3
Prudential Financial
Prudential Financial
New Jersey
$74.7M
4
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$40.8M
5
Amundi
Amundi
France
$217M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.16B
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.66B
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
4
Bank of America
Bank of America
North Carolina
$50.1M
5
Morgan Stanley
Morgan Stanley
New York
$249M
Name Holding Trade Value Shares
Change 		Shares
Change %
YCM
226
Yousif Capital Management
Michigan
$3.01M +$45.3K +797 +2%
TAF
227
Tredje AP-fonden
Sweden
$2.99M -$512K -9,018 -15%
VI
228
Vestcor Inc
New Brunswick, Canada
$2.99M +$2.6M +45,707 +663%
Acadian Asset Management
229
Acadian Asset Management
Massachusetts
$2.99M +$2.48M +43,618 +486%
AWM
230
AE Wealth Management
Kansas
$2.98M -$215K -3,782 -7%
WAM
231
Werlinich Asset Management
Connecticut
$2.97M – – –
X
232
Xponance
Pennsylvania
$2.95M -$425K -7,485 -13%
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$2.93M +$205K +3,602 +8%
RPI
234
Railway Pension Investments
United Kingdom
$2.91M – – –
COPPSERS
235
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.89M +$89.6K +1,577 +3%
URS
236
Utah Retirement Systems
Utah
$2.82M -$90.9K -1,600 -3%
SAM
237
Shell Asset Management
Netherlands
$2.74M +$155K +2,730 +6%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$2.71M +$227K +3,989 +9%
IAA
239
Independent Advisor Alliance
North Carolina
$2.69M -$15.7K -277 -0.6%
DADC
240
D.A. Davidson & Co
Montana
$2.64M -$114K -1,998 -4%
MFS
241
Mirabella Financial Services
United Kingdom
$2.6M +$2.6M +45,673 New
AWS
242
Atria Wealth Solutions
New York
$2.57M +$36.6K +640 +1%
WAM
243
Wolverine Asset Management
Illinois
$2.54M +$587K +10,335 +30%
RCM
244
RB Capital Management
Nevada
$2.53M +$31.5K +555 +1%
USCWA
245
U.S. Capital Wealth Advisors
Texas
$2.47M +$139K +2,441 +6%
GAM
246
Gotham Asset Management
New York
$2.44M -$164K -2,882 -6%
Allspring Global Investments
247
Allspring Global Investments
North Carolina
$2.42M -$139K -2,453 -5%
CIBC Asset Management
248
CIBC Asset Management
Ontario, Canada
$2.39M -$24K -422 -1%
MOACM
249
Mutual of America Capital Management
New York
$2.38M +$19.5K +344 +0.8%
AQR Capital Management
250
AQR Capital Management
Connecticut
$2.37M +$582K +10,249 +33%
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