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Iron Mountain
IRM

Overview Fund Activity

933 hedge funds and large institutions have $19B invested in Iron Mountain in 2024 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 309 increasing their positions, 327 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+47
Holders Change %
+5.3%
% of All Funds
13.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
125
Increased
309
Reduced
327
Closed
68
Calls
$141M
Puts
$111M
Net Calls
+$29.5M
Net Calls Change
-$4.32M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$119M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.9B
3
Millennium Management
3
Millennium Management
New York
$76.9M
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$71.8M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$128M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$277M
2
Invesco
2
Invesco
Georgia
$161M
3
Deutsche Bank
3
Deutsche Bank
Germany
$309M
4
Citadel Advisors
4
Citadel Advisors
Florida
$102M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
251
Ethic Inc
New York
$3.83M +$185K +2,301 +5%
WAM
252
Wakefield Asset Management
Colorado
$3.77M +$3.77M +46,959 New
TAF
253
Tredje AP-fonden
Sweden
$3.76M – – –
CCA
254
Catalyst Capital Advisors
New York
$3.72M -$82.2K -1,025 -2%
DPAM
255
Degroof Petercam Asset Management
Belgium
$3.69M +$120K +1,500 +3%
RCM
256
RB Capital Management
Nevada
$3.69M +$110K +1,372 +3%
Two Sigma Investments
257
Two Sigma Investments
New York
$3.68M +$3.68M +45,856 New
BC
258
Brookfield Corp
Ontario, Canada
$3.66M -$24.6M -307,229 -87%
DnB Asset Management
259
DnB Asset Management
Norway
$3.62M -$148K -1,841 -4%
NYLIM
260
New York Life Investment Management
New York
$3.55M -$124K -1,546 -3%
HIC
261
Holderness Investments Company
North Carolina
$3.51M -$80 -1 -0%
Janus Henderson Group
262
Janus Henderson Group
United Kingdom
$3.46M -$128K -1,598 -4%
AIM
263
Achmea Investment Management
Netherlands
$3.43M – – –
Mariner
264
Mariner
Kansas
$3.38M -$83.1K -1,036 -2%
DADC
265
D.A. Davidson & Co
Montana
$3.34M -$588K -7,332 -15%
CIBC Asset Management
266
CIBC Asset Management
Ontario, Canada
$3.34M +$97.8K +1,219 +3%
VRM
267
Vectors Research Management
New York
$3.3M +$1.9M +23,653 +135%
RFWA
268
RPg Family Wealth Advisory
Massachusetts
$3.27M -$471K -5,829 -13%
TPWM
269
Twelve Points Wealth Management
Massachusetts
$3.25M +$109K +1,353 +3%
CC
270
Courier Capital
New York
$3.09M -$125K -1,559 -4%
MOACM
271
Mutual of America Capital Management
New York
$3.07M -$63.1K -787 -2%
Pathstone Holdings
272
Pathstone Holdings
New Jersey
$3.07M +$114K +1,413 +4%
SFI
273
Siemens Fonds Invest
Germany
$3.05M -$1.42M -17,730 -32%
ST
274
Smithfield Trust
Pennsylvania
$2.97M -$1.05M -13,116 -26%
JF
275
Jump Financial
Illinois
$2.91M -$298K -3,711 -9%
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