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Iron Mountain
IRM

Overview Fund Activity

959 hedge funds and large institutions have $22.2B invested in Iron Mountain in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 327 increasing their positions, 370 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+26
Holders Change %
+2.79%
% of All Funds
13.95%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.26%
New
103
Increased
327
Reduced
370
Closed
60
Calls
$184M
Puts
$104M
Net Calls
+$79.4M
Net Calls Change
+$49.9M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.5B
2
State Street
2
State Street
Massachusetts
$1.58B
3
Legal & General Group
3
Legal & General Group
United Kingdom
$309M
4
AM
4
AGF Management
Ontario, Canada
$201M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$216M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
UBS AM
2
UBS AM
Illinois
$44.6M
3
Millennium Management
3
Millennium Management
New York
$6.99M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
Amundi
5
Amundi
France
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
251
Schonfeld Strategic Advisors
New York
$3.94M -$6.44M -71,852 -62%
HIC
252
Holderness Investments Company
North Carolina
$3.86M -$62.6K -698 -2%
AssetMark Inc
253
AssetMark Inc
California
$3.86M +$3.84M +42,837 +21,856%
TPWM
254
Twelve Points Wealth Management
Massachusetts
$3.85M +$218K +2,429 +6%
CWM
255
Congress Wealth Management
Massachusetts
$3.85M +$3.85M +43,000 New
VRM
256
Vectors Research Management
New York
$3.73M +$48.6K +542 +1%
Mariner
257
Mariner
Kansas
$3.67M -$99.3K -1,108 -3%
UB
258
UMB Bank
Missouri
$3.67M +$3.58M +39,941 +4,109%
DADC
259
D.A. Davidson & Co
Montana
$3.67M -$67.5K -753 -2%
Public Sector Pension Investment Board (PSP Investments)
260
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.65M +$552K +6,164 +18%
Rafferty Asset Management
261
Rafferty Asset Management
New York
$3.63M +$494K +5,508 +16%
RFWA
262
RPg Family Wealth Advisory
Massachusetts
$3.57M -$86.3K -956 -2%
CIBC Asset Management
263
CIBC Asset Management
Ontario, Canada
$3.56M -$173K -1,930 -5%
IG
264
ING Group
Netherlands
$3.54M +$1.9M +21,234 +117%
FAFTFSNP
265
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$3.42M +$3.42M +38,184 New
SFI
266
Siemens Fonds Invest
Germany
$3.41M – – –
CWM
267
CIBC World Markets
New York
$3.39M -$7.38M -82,379 -69%
CC
268
Courier Capital
New York
$3.38M -$71.8K -801 -2%
IMCOOI
269
Investment Management Corp of Ontario (IMCO)
Canada
$3.36M +$2.94M +32,751 +698%
GC
270
Gillson Capital
Illinois
$3.33M -$7.29M -81,299 -69%
MOACM
271
Mutual of America Capital Management
New York
$3.31M -$118K -1,315 -3%
SOAMC
272
Spirit of America Management Corp
New York
$3.2M +$623K +6,950 +24%
Pathstone Holdings
273
Pathstone Holdings
New Jersey
$3.2M -$229K -2,551 -7%
APG Asset Management
274
APG Asset Management
Netherlands
$3.1M +$2.02M +24,100 +186%
RCA
275
Ranch Capital Advisors
Florida
$3.06M -$29.1K -323 -0.9%
9 10
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