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Iron Mountain
IRM

Overview Fund Activity

827 hedge funds and large institutions have $13.7B invested in Iron Mountain in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 290 increasing their positions, 312 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.21%
New
88
Increased
290
Reduced
312
Closed
63
Calls
$129M
Puts
$65.6M
Net Calls
+$63.3M
Net Calls Change
+$7.46M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$179M
2
Citadel Advisors
Citadel Advisors
Florida
$108M
3
Ameriprise
Ameriprise
Minnesota
$104M
4
Invesco
Invesco
Georgia
$193M
5
HRES
Heitman Real Estate Securities
Illinois
$51.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.12B
2
Amundi
Amundi
France
$160M
3
State Street
State Street
Massachusetts
$793M
4
Charles Schwab
Charles Schwab
California
$183M
5
IIM
INTECH Investment Management
Florida
$9.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
226
Gotham Asset Management
New York
$3.21M +$657K +11,059 +26%
Creative Planning
227
Creative Planning
Kansas
$3.2M +$1.81M +30,444 +130%
KBC Group
228
KBC Group
Belgium
$3.19M +$2.04M +34,367 +179%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$3.14M +$80K +1,346 +3%
WAM
230
Werlinich Asset Management
Connecticut
$3.12M +$14.4K +242 +0.5%
CW
231
Connectus Wealth
Ohio
$3.09M +$3.09M +51,923 New
YCM
232
Yousif Capital Management
Michigan
$3.08M -$71.4K -1,201 -2%
CCA
233
Catalyst Capital Advisors
New York
$3.06M -$113K -1,900 -4%
RPI
234
Railway Pension Investments
United Kingdom
$3.05M – – –
CNB
235
Czech National Bank
Czech Republic
$3.03M +$980K +16,487 +48%
CIBC World Market
236
CIBC World Market
Ontario, Canada
$2.98M -$344K -5,788 -10%
URS
237
Utah Retirement Systems
Utah
$2.96M +$5.95K +100 +0.2%
AWS
238
Atria Wealth Solutions
New York
$2.9M +$211K +3,513 +8%
IAA
239
Independent Advisor Alliance
North Carolina
$2.9M +$79K +1,329 +3%
DADC
240
D.A. Davidson & Co
Montana
$2.89M +$131K +2,198 +5%
VRM
241
Vectors Research Management
New York
$2.89M -$92.9K -1,716 -3%
CC
242
Courier Capital
New York
$2.87M -$300K -5,041 -9%
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$2.87M +$33.1K +557 +1%
TAF
244
Tredje AP-fonden
Sweden
$2.86M -$267K -4,490 -9%
HWAM
245
Hennion & Walsh Asset Management
New Jersey
$2.84M +$613K +10,312 +28%
SAM
246
Shell Asset Management
Netherlands
$2.83M -$44.8K -753 -2%
DnB Asset Management
247
DnB Asset Management
Norway
$2.81M -$400K -6,731 -12%
RCM
248
RB Capital Management
Nevada
$2.65M -$2.08K -35 -0.1%
Janus Henderson Group
249
Janus Henderson Group
United Kingdom
$2.62M -$2.45M -41,277 -48%
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$2.61M -$2.19M -36,765 -46%
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