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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 %
NB
326
Norinchukin Bank
Japan
$1.93M -$23.2K -289 -1%
OAM
327
Oppenheimer Asset Management
New York
$1.93M -$152K -1,889 -7%
CA
328
Corrado Advisors
New Jersey
$1.93M -$76.4K -953 -4%
GIBU
329
Gulf International Bank (UK)
United Kingdom
$1.92M – – –
TRSOTSOK
330
Teachers Retirement System of the State of Kentucky
Kentucky
$1.91M -$99.4K -1,239 -5%
TC
331
Truvestments Capital
Florida
$1.9M -$2.67M -33,288 -58%
AI
332
Atria Investments
North Carolina
$1.87M +$1.87M +23,352 New
BRWA
333
B. Riley Wealth Advisors
Florida
$1.85M +$40.9K +681 +2%
PC
334
Promethos Capital
Massachusetts
$1.84M – – –
CIG
335
Cascade Investment Group
Colorado
$1.84M -$112K -1,400 -6%
HT
336
Heritage Trust
Oklahoma
$1.83M +$32.1K +400 +2%
EP
337
Edgestream Partners
New Jersey
$1.83M -$2.68M -33,446 -59%
AWM
338
Apollon Wealth Management
South Carolina
$1.82M -$116K -1,448 -6%
EA
339
Ellsworth Advisors
Ohio
$1.82M +$45.7K +601 +3%
TA
340
TFG Advisers
Michigan
$1.81M +$88.6K +1,104 +5%
State Farm Mutual Automobile Insurance
341
State Farm Mutual Automobile Insurance
Illinois
$1.8M – – –
DEA
342
DoubleLine ETF Adviser
Florida
$1.8M +$193K +2,407 +12%
Cerity Partners
343
Cerity Partners
New York
$1.8M +$953K +11,870 +113%
PI
344
PGGM Investments
Netherlands
$1.79M +$519K +6,475 +41%
BAMF
345
BI Asset Management Fondsmaeglerselskab
Denmark
$1.79M +$955K +11,902 +114%
KRS
346
Kentucky Retirement Systems
Kentucky
$1.78M -$95.2K -1,187 -5%
US Bancorp
347
US Bancorp
Minnesota
$1.77M -$334K -4,165 -16%
KIA
348
KCM Investment Advisors
California
$1.76M – – –
RPSA
349
Richard P. Slaughter Associates
Texas
$1.75M -$276K -3,441 -14%
FT
350
Fiduciary Trust
Massachusetts
$1.72M +$19.4K +242 +1%
12 13
14
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