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Iron Mountain
IRM

Overview Fund Activity

1,042 hedge funds and large institutions have $28.3B invested in Iron Mountain in 2024 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 317 increasing their positions, 414 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
+83
Holders Change %
+8.65%
% of All Funds
15.07%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.35%
New
161
Increased
317
Reduced
414
Closed
67
Calls
$357M
Puts
$222M
Net Calls
+$135M
Net Calls Change
+$55.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$406M
2
UBS AM
UBS AM
Illinois
+$318M
3
PI
PGGM Investments
Netherlands
+$125M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$69.4M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$56.6M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$633M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$319M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$165M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$117M
5
State Street
State Street
Massachusetts
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
376
Harvest Fund Management
China
$2.14M +$846K +7,122 +66%
DILIC
377
Dai-ichi Life Insurance Company
Japan
$2.12M -$57.9K -487 -3%
NW
378
Naviter Wealth
Arkansas
$2.09M -$191K -1,600 -8%
CAM
379
Creekmur Asset Management
Illinois
$2.08M +$149K +1,255 +8%
SF
380
Symphony Financial
Texas
$2.08M +$133K +1,128 +7%
BC
381
Brookfield Corp
Ontario, Canada
$2.06M -$17.6M -148,221 -90%
Luther King Capital Management (LKCM)
382
Luther King Capital Management (LKCM)
Texas
$2.05M -$36.1K -304 -2%
TSW
383
Three Seasons Wealth
Utah
$2.02M +$2.02M +16,924 New
CSS
384
Cubist Systematic Strategies
Connecticut
$2.02M +$2.02M +16,978 New
CA
385
Claro Advisors
Massachusetts
$1.99M +$12.2K +103 +0.6%
MSRPS
386
Maryland State Retirement & Pension System
Maryland
$1.98M -$646K -5,438 -25%
ZIM
387
Zacks Investment Management
Illinois
$1.97M -$93.6K -788 -5%
LSERS
388
Louisiana State Employees Retirement System
Louisiana
$1.96M -$11.9K -100 -0.6%
RIM
389
Rakuten Investment Management
Japan
$1.94M +$483K +4,138 +33%
TIA
390
Trust Investment Advisors
Indiana
$1.94M -$310K -2,606 -14%
SAM
391
Securian Asset Management
Minnesota
$1.92M -$70.3K -592 -4%
O
392
Ossiam
France
$1.91M -$199K -1,673 -9%
ITC
393
Inspire Trust Company
Nevada
$1.9M -$66.4K -559 -3%
RWA
394
Redhawk Wealth Advisors
Minnesota
$1.89M +$233K +1,962 +14%
CL
395
Choreo LLC
Illinois
$1.88M +$79.7K +670 +4%
QCM
396
Quantinno Capital Management
New York
$1.85M +$457K +3,849 +33%
TRCT
397
Tower Research Capital (TRC)
New York
$1.85M -$593K -4,992 -24%
BRWA
398
B. Riley Wealth Advisors
Florida
$1.84M -$1.71M -14,334 -48%
PAS
399
Park Avenue Securities
New York
$1.84M -$554K -4,664 -23%
BAMF
400
BI Asset Management Fondsmaeglerselskab
Denmark
$1.8M +$358K +3,016 +25%
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