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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 %
JFG
251
Jefferies Financial Group
New York
$2.36M +$2.09M +36,746 +762%
BI
252
Bramshill Investments
Florida
$2.32M -$1.2M -21,042 -34%
DEM
253
Disciplined Equity Management
Florida
$2.31M -$9.09K -160 -0.4%
Macquarie Group
254
Macquarie Group
Australia
$2.29M -$146K -2,571 -6%
BRWA
255
B. Riley Wealth Advisors
Florida
$2.2M -$255K -4,455 -10%
NB
256
Norinchukin Bank
Japan
$2.19M +$356K +6,261 +19%
HWAM
257
Hennion & Walsh Asset Management
New Jersey
$2.13M +$668K +11,754 +46%
TPWM
258
Twelve Points Wealth Management
Massachusetts
$2.07M +$192K +3,373 +10%
MCA
259
MSH Capital Advisors
Arizona
$2.06M +$466K +8,194 +29%
NAM
260
NorthCrest Asset Manangement
Minnesota
$2.05M +$22.7K +399 +1%
GAA
261
Green Alpha Advisors
Colorado
$2.04M +$122K +2,139 +6%
Public Employees Retirement Association of Colorado
262
Public Employees Retirement Association of Colorado
Colorado
$2.02M -$74.5K -1,311 -4%
WA
263
WESPAC Advisors
California
$2.02M -$109K -1,913 -5%
Mariner
264
Mariner
Kansas
$2.02M +$17.2K +303 +0.9%
MAM
265
Morse Asset Management
Connecticut
$2.02M +$999K +17,575 +98%
CWP
266
Cyndeo Wealth Partners
Florida
$2M – – –
WBC
267
Westpac Banking Corp
Australia
$1.98M -$2.92M -51,323 -60%
VVP
268
Venture Visionary Partners
Ohio
$1.98M -$94.2K -1,657 -5%
CNB
269
Czech National Bank
Czech Republic
$1.96M +$15.6K +274 +0.8%
RCA
270
Ranch Capital Advisors
Florida
$1.96M -$19.6K -341 -1%
CA
271
CoreCap Advisors
Michigan
$1.95M +$1.95M +34,390 New
HCM
272
HGI Capital Management
New York
$1.94M +$1.94M +34,190 New
CWM
273
CIBC World Markets
New York
$1.94M -$4.27M -75,068 -69%
EI
274
Ethic Inc
New York
$1.92M -$12.2K -215 -0.6%
ZCM
275
Ziegler Capital Management
Illinois
$1.9M +$15.9K +279 +0.8%
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