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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 %
CA
276
CoreCap Advisors
Michigan
$1.92M -$127K -2,143 -6%
USCWA
277
U.S. Capital Wealth Advisors
Texas
$1.91M -$679K -11,418 -26%
GAA
278
Green Alpha Advisors
Colorado
$1.89M -$244K -4,100 -11%
Walleye Capital
279
Walleye Capital
New York
$1.89M +$1.89M +31,741 New
BRWA
280
B. Riley Wealth Advisors
Florida
$1.85M -$460K -7,660 -20%
AIM
281
Achmea Investment Management
Netherlands
$1.84M -$49.7K -836 -3%
DBIA
282
Dumont & Blake Investment Advisors
New Jersey
$1.83M -$14.5K -244 -0.8%
MNBTD
283
Moody National Bank Trust Division
Texas
$1.82M +$310K +5,215 +21%
MAM
284
Madison Asset Management
Wisconsin
$1.81M -$4.22K -71 -0.2%
SYBT
285
Stock Yards Bank & Trust
Kentucky
$1.78M -$69.9K -1,175 -4%
CSS
286
Cubist Systematic Strategies
Connecticut
$1.77M +$1.71M +28,791 +2,879%
CA
287
Corrado Advisors
New Jersey
$1.76M +$6.96K +117 +0.4%
CBT
288
CoreFirst Bank & Trust
Kansas
$1.75M -$11.9K -200 -0.7%
AQR Capital Management
289
AQR Capital Management
Connecticut
$1.74M -$746K -12,541 -30%
CAM
290
Cubic Asset Management
Massachusetts
$1.64M – – –
US Bancorp
291
US Bancorp
Minnesota
$1.63M -$137K -2,304 -8%
HKAM
292
Horizon Kinetics Asset Management
New York
$1.63M – – –
CIA
293
Capital Investment Advisors
Georgia
$1.62M -$141K -2,375 -8%
WA
294
Wambolt & Associates
Colorado
$1.6M +$12.4K +211 +0.8%
RPSA
295
Richard P. Slaughter Associates
Texas
$1.59M -$15.9K -267 -1%
SCA
296
Sippican Capital Advisors
Massachusetts
$1.59M -$7.43K -125 -0.5%
BCIM
297
British Columbia Investment Management
British Columbia, Canada
$1.58M +$14.4K +242 +0.9%
Robeco Institutional Asset Management
298
Robeco Institutional Asset Management
Netherlands
$1.57M -$2.23M -37,580 -59%
ASN
299
Advisory Services Network
Georgia
$1.56M +$66.5K +1,118 +4%
JFG
300
Jefferies Financial Group
New York
$1.56M -$913K -15,351 -37%
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