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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 %
PI
301
PFG Investments
New York
$2.3M +$684K +8,529 +42%
PS
302
Pensionfund Sabic
Netherlands
$2.29M +$241K +3,000 +12%
D.E. Shaw & Co
303
D.E. Shaw & Co
New York
$2.27M -$3.51M -43,720 -61%
CAM
304
Cubic Asset Management
Massachusetts
$2.21M – – –
OAM
305
Ostrum Asset Management
France
$2.21M – – –
CBT
306
CoreFirst Bank & Trust
Kansas
$2.2M -$12K -150 -0.5%
GAA
307
Green Alpha Advisors
Colorado
$2.18M +$420K +5,230 +24%
CIA
308
Capital Investment Advisors
Georgia
$2.15M -$81.1K -1,011 -4%
SCA
309
Sippican Capital Advisors
Massachusetts
$2.14M – – –
EMPI
310
Elo Mutual Pension Insurance
Finland
$2.13M +$89.3K +1,113 +4%
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$2.11M -$44.5K -555 -2%
Envestnet Portfolio Solutions
312
Envestnet Portfolio Solutions
Illinois
$2.05M +$839K +10,461 +69%
AACA
313
American Assets Capital Advisers
California
$2.05M +$2.05M +25,499 New
ASN
314
Advisory Services Network
Georgia
$2.03M +$163K +2,026 +9%
CB
315
Commerce Bank
Missouri
$2.01M +$229K +2,855 +13%
OWP
316
Obermeyer Wealth Partners
Colorado
$2.01M +$2.01M +25,066 New
OPERF
317
Oregon Public Employees Retirement Fund
Oregon
$2M +$168K +2,100 +9%
DC
318
Davenport & Co
Virginia
$1.99M +$208K +2,595 +12%
GCM
319
Gables Capital Management
Florida
$1.97M +$48.5K +605 +3%
Nordea Investment Management
320
Nordea Investment Management
Sweden
$1.97M +$289K +3,596 +17%
HKAM
321
Horizon Kinetics Asset Management
New York
$1.97M -$156K -1,950 -7%
AA
322
Ancora Advisors
Ohio
$1.96M -$46.6K -581 -2%
BFEC
323
Benjamin F. Edwards & Company
Missouri
$1.94M -$143K -1,788 -7%
PCM
324
Prana Capital Management
Connecticut
$1.94M +$1.94M +24,225 New
DM
325
Delphi Management
Massachusetts
$1.93M -$105K -1,306 -5%
11 12
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