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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 %
Bank of Nova Scotia
276
Bank of Nova Scotia
Ontario, Canada
$2.91M -$1.28K -16 -0%
CC
277
Centiva Capital
New York
$2.86M +$2.86M +35,604 New
SPPAM
278
Summit Partners Public Asset Management
Massachusetts
$2.81M +$2.81M +35,000 New
Rafferty Asset Management
279
Rafferty Asset Management
New York
$2.8M -$337K -4,207 -11%
BCIM
280
British Columbia Investment Management
British Columbia, Canada
$2.8M +$100K +1,252 +4%
LFDLE
281
La Financiere de L'Echiquier
France
$2.77M -$3.69M -45,949 -57%
Public Sector Pension Investment Board (PSP Investments)
282
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.77M -$31.3K -390 -1%
RCA
283
Ranch Capital Advisors
Florida
$2.77M +$16.7K +207 +0.6%
VVP
284
Venture Visionary Partners
Ohio
$2.75M +$40.3K +503 +1%
CWP
285
Cyndeo Wealth Partners
Florida
$2.72M -$108K -1,344 -4%
WA
286
Waverly Advisors
Alabama
$2.64M -$101K -1,265 -4%
TNAM
287
Terra Nova Asset Management
New York
$2.59M +$297K +3,700 +13%
USCWA
288
U.S. Capital Wealth Advisors
Texas
$2.57M +$7.46K +93 +0.3%
SCM
289
Sage Capital Management
New Jersey
$2.55M +$21.6K +269 +0.9%
CW
290
Connectus Wealth
Ohio
$2.48M -$215K -2,655 -8%
SYBT
291
Stock Yards Bank & Trust
Kentucky
$2.47M +$343K +4,281 +16%
Public Employees Retirement Association of Colorado
292
Public Employees Retirement Association of Colorado
Colorado
$2.47M -$99.5K -1,240 -4%
WAM
293
Wolverine Asset Management
Illinois
$2.46M – – –
DBIA
294
Dumont & Blake Investment Advisors
New Jersey
$2.42M -$4.89K -61 -0.2%
MAM
295
Madison Asset Management
Wisconsin
$2.41M – – –
NA
296
NewEdge Advisors
Louisiana
$2.36M +$288K +3,590 +14%
MAM
297
Morse Asset Management
Connecticut
$2.34M -$567K -7,075 -20%
BMSSC
298
B. Metzler seel. Sohn & Co
Germany
$2.32M -$101K -1,263 -4%
CA
299
CoreCap Advisors
Michigan
$2.32M -$168K -2,096 -7%
SOAMC
300
Spirit of America Management Corp
New York
$2.31M +$233K +2,900 +11%
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