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Iron Mountain
IRM

Overview Fund Activity

1,052 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2024 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 356 increasing their positions, 409 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+10
Holders Change %
+0.96%
% of All Funds
14%
Holding in Top 10
11
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-54.17%
% of All Funds
0.15%
New
135
Increased
356
Reduced
409
Closed
107
Calls
$191M
Puts
$188M
Net Calls
+$2.41M
Net Calls Change
-$132M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$163M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$114M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$103M
4
BlackRock
BlackRock
New York
+$80.2M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$75.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$296M
2
UBS AM
UBS AM
Illinois
-$288M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$89.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$88.9M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$56.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
376
Symphony Financial
Texas
$1.95M +$25.2K +230 +1%
AWM
377
Axxcess Wealth Management
California
$1.94M +$547K +5,208 +39%
Marshall Wace
378
Marshall Wace
United Kingdom
$1.93M +$1.93M +18,374 New
AWM
379
Apollon Wealth Management
South Carolina
$1.92M -$118K -1,122 -6%
HIMCH
380
Hartford Investment Management Co (HIMCO)
Connecticut
$1.91M -$47.2K -449 -2%
SCA
381
Snowden Capital Advisors
New York
$1.91M -$4.95M -46,780 -72%
TIA
382
Trust Investment Advisors
Indiana
$1.91M +$196K +1,860 +11%
HWP
383
Highline Wealth Partners
California
$1.9M -$28.4K -270 -1%
BFG
384
Bleakley Financial Group
New Jersey
$1.9M -$515K -4,895 -21%
HAG
385
HighPoint Advisor Group
Illinois
$1.88M -$83.6K -787 -4%
DILIC
386
Dai-ichi Life Insurance Company
Japan
$1.87M – – –
WP
387
Woodline Partners
California
$1.84M +$1.84M +17,549 New
EWA
388
EP Wealth Advisors
California
$1.83M +$380K +3,619 +26%
AI
389
Atria Investments
North Carolina
$1.82M -$326K -3,098 -15%
ZIM
390
Zacks Investment Management
Illinois
$1.8M +$55.6K +529 +3%
Luther King Capital Management (LKCM)
391
Luther King Capital Management (LKCM)
Texas
$1.79M -$17.9K -170 -1%
IC
392
IEQ Capital
California
$1.78M -$170K -1,619 -9%
AWM
393
AE Wealth Management
Kansas
$1.77M -$1.15M -10,923 -39%
CA
394
Claro Advisors
Massachusetts
$1.74M -$12.5K -119 -0.7%
CBOR
395
Community Bank of Raymore
Missouri
$1.73M +$177K +1,681 +11%
NIM
396
NEOS Investment Management
Connecticut
$1.68M +$392K +3,730 +30%
GAA
397
Green Alpha Advisors
Colorado
$1.68M -$924K -8,788 -35%
O
398
Ossiam
France
$1.67M -$19.1K -182 -1%
RPI
399
Railway Pension Investments
United Kingdom
$1.66M -$13.9M -132,100 -89%
LSERS
400
Louisiana State Employees Retirement System
Louisiana
$1.66M -$73.6K -700 -4%
14 15
16
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