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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 %
ASN
301
Advisory Services Network
Georgia
$2.39M +$129K +1,437 +6%
SCA
302
Sippican Capital Advisors
Massachusetts
$2.39M – – –
PI
303
PFG Investments
New York
$2.36M -$205K -2,282 -8%
AIMCA
304
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.36M +$1.83M +20,400 +346%
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$2.35M -$6.09K -68 -0.3%
GAA
306
Green Alpha Advisors
Colorado
$2.34M -$87.3K -974 -4%
Nordea Investment Management
307
Nordea Investment Management
Sweden
$2.34M +$139K +1,549 +6%
CS
308
Candriam SCA
Luxembourg
$2.34M -$14.6M -162,368 -86%
CB
309
Commerce Bank
Missouri
$2.29M +$40.1K +447 +2%
OPERF
310
Oregon Public Employees Retirement Fund
Oregon
$2.25M +$19.6K +219 +0.9%
DC
311
Davenport & Co
Virginia
$2.23M +$6.99K +78 +0.3%
Envestnet Portfolio Solutions
312
Envestnet Portfolio Solutions
Illinois
$2.21M -$76.7K -856 -3%
GCM
313
Gables Capital Management
Florida
$2.21M +$6.27K +70 +0.3%
EA
314
Ellsworth Advisors
Ohio
$2.19M +$50.8K +567 +2%
LDB
315
Lee, Danner & Bass
Tennessee
$2.19M +$2.19M +24,425 New
AA
316
Ancora Advisors
Ohio
$2.18M -$13.4K -150 -0.6%
HKAM
317
Horizon Kinetics Asset Management
New York
$2.16M -$35.8K -400 -2%
OWP
318
Obermeyer Wealth Partners
Colorado
$2.16M -$89.4K -997 -4%
GIBU
319
Gulf International Bank (UK)
United Kingdom
$2.14M – – –
NB
320
Norinchukin Bank
Japan
$2.13M -$28.7K -320 -1%
BFEC
321
Benjamin F. Edwards & Company
Missouri
$2.11M -$61.1K -682 -3%
TA
322
TFG Advisers
Michigan
$2.11M +$91.1K +1,017 +5%
OAM
323
Oppenheimer Asset Management
New York
$2.08M -$70.6K -788 -3%
TRSOTSOK
324
Teachers Retirement System of the State of Kentucky
Kentucky
$2.08M -$56.8K -634 -3%
AI
325
Atria Investments
North Carolina
$2.07M -$21.2K -236 -1%
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