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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
BlackRock
New York
$2.5B
2
State Street
State Street
Massachusetts
$1.58B
3
Legal & General Group
Legal & General Group
United Kingdom
$309M
4
AM
AGF Management
Ontario, Canada
$201M
5
CIM
Centersquare Investment Management
Pennsylvania
$216M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
UBS AM
UBS AM
Illinois
$44.6M
3
Millennium Management
Millennium Management
New York
$6.99M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
Amundi
Amundi
France
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
326
US Bancorp
Minnesota
$2.07M +$84.1K +938 +4%
VVP
327
Venture Visionary Partners
Ohio
$2.06M -$1.01M -11,308 -33%
SPIA
328
Steward Partners Investment Advisory
New York
$2.06M +$211K +2,358 +11%
GM
329
GeoWealth Management
Illinois
$2.05M +$887K +9,899 +76%
HT
330
Heritage Trust
Oklahoma
$2.03M -$21.3K -238 -1%
MSU
331
Mizuho Securities USA
New York
$2.03M +$2.03M +22,603 New
State Farm Mutual Automobile Insurance
332
State Farm Mutual Automobile Insurance
Illinois
$2.02M – – –
CIG
333
Cascade Investment Group
Colorado
$2.02M -$35.8K -400 -2%
CA
334
Corrado Advisors
New Jersey
$2M -$148K -1,656 -7%
AWM
335
Apollon Wealth Management
South Carolina
$2M -$31.8K -355 -2%
DM
336
Delphi Management
Massachusetts
$1.99M -$168K -1,869 -8%
KIA
337
KCM Investment Advisors
California
$1.99M +$22.2K +248 +1%
MSRPS
338
Maryland State Retirement & Pension System
Maryland
$1.98M – – –
KRS
339
Kentucky Retirement Systems
Kentucky
$1.98M -$7.71K -86 -0.4%
MCA
340
MSH Capital Advisors
Arizona
$1.95M +$66.1K +738 +4%
FT
341
Fiduciary Trust
Massachusetts
$1.95M +$22K +246 +1%
FMI
342
F/M Investments
District of Columbia
$1.92M +$1.92M +21,260 New
SA
343
SpiderRock Advisors
Delaware
$1.91M -$12.8K -143 -0.7%
HAG
344
HighPoint Advisor Group
Illinois
$1.85M +$26.4K +261 +1%
TRCT
345
Tower Research Capital (TRC)
New York
$1.84M +$901K +10,051 +96%
IMRF
346
Illinois Municipal Retirement Fund
Illinois
$1.83M – – –
Balyasny Asset Management
347
Balyasny Asset Management
Illinois
$1.83M -$4.36M -48,626 -70%
PAS
348
Park Avenue Securities
New York
$1.8M +$22.7K +253 +1%
Cerity Partners
349
Cerity Partners
New York
$1.79M -$222K -2,473 -11%
MPM
350
MBB Public Markets
Illinois
$1.78M +$1.43M +15,974 +405%
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