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Iron Mountain
IRM

Overview Fund Activity

886 hedge funds and large institutions have $16.6B invested in Iron Mountain in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
+59
Holders Change %
+7.13%
% of All Funds
12.99%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
134
Increased
276
Reduced
345
Closed
64
Calls
$110M
Puts
$76.5M
Net Calls
+$33.8M
Net Calls Change
-$29.5M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.57B
2
Morgan Stanley
Morgan Stanley
New York
$516M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$286M
4
BlackRock
BlackRock
New York
$1.63B
5
Prudential Financial
Prudential Financial
New Jersey
$156M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$288M
2
Northern Trust
Northern Trust
Illinois
$219M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$493M
4
EIP
Epoch Investment Partners
New York
$138M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.24B
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
226
Smithfield Trust
Pennsylvania
$3.51M +$3.29M +47,025 +1,506%
KBC Group
227
KBC Group
Belgium
$3.51M -$242K -3,454 -6%
URS
228
Utah Retirement Systems
Utah
$3.51M +$21K +300 +0.6%
AWM
229
AE Wealth Management
Kansas
$3.5M -$208K -3,085 -6%
YCM
230
Yousif Capital Management
Michigan
$3.5M -$131K -1,870 -4%
ProShare Advisors
231
ProShare Advisors
Maryland
$3.47M -$312K -4,454 -8%
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$3.43M +$52.3K +748 +2%
DADC
233
D.A. Davidson & Co
Montana
$3.43M +$23.4K +335 +0.7%
IAA
234
Independent Advisor Alliance
North Carolina
$3.38M -$30K -428 -0.9%
Jane Street
235
Jane Street
New York
$3.37M -$12.3M -176,030 -79%
Franklin Resources
236
Franklin Resources
California
$3.36M -$1.88M -26,976 -36%
CCA
237
Catalyst Capital Advisors
New York
$3.32M -$283K -4,050 -8%
DnB Asset Management
238
DnB Asset Management
Norway
$3.29M -$21.7K -310 -0.7%
TRCT
239
Tower Research Capital (TRC)
New York
$3.28M +$1.66M +23,678 +102%
TAF
240
Tredje AP-fonden
Sweden
$3.28M -$91.5K -1,307 -3%
RFWA
241
RPg Family Wealth Advisory
Massachusetts
$3.27M +$3.27M +46,298 New
CIBC World Market
242
CIBC World Market
Ontario, Canada
$3.25M -$254K -3,627 -7%
NYLIM
243
New York Life Investment Management
New York
$3.21M -$2.14M -30,581 -40%
EI
244
Ethic Inc
New York
$3.18M +$293K +4,185 +10%
Janus Henderson Group
245
Janus Henderson Group
United Kingdom
$3.13M +$47K +672 +2%
RCM
246
RB Capital Management
Nevada
$3.12M +$5.53K +79 +0.2%
DPAM
247
Degroof Petercam Asset Management
Belgium
$3.12M +$3.12M +44,553 New
CS
248
Candriam SCA
Luxembourg
$3.07M +$1.53M +21,855 +99%
HIC
249
Holderness Investments Company
North Carolina
$3.07M +$762K +10,890 +33%
Credit Agricole
250
Credit Agricole
France
$3.05M +$2.85M +40,791 +1,486%
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