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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 %
RFM
401
Royal Fund Management
Florida
$1.24M -$142K -1,579 -10%
MCM
402
MAI Capital Management
Ohio
$1.24M +$156K +1,744 +14%
HG
403
Herbst Group
Connecticut
$1.21M – – –
MLL
404
Moody Lynn & Lieberson
Massachusetts
$1.21M – – –
WFS
405
Widmann Financial Services
Maryland
$1.21M – – –
CTA
406
Chesley Taft & Associates
Illinois
$1.2M -$114K -1,275 -9%
KWA
407
Kingswood Wealth Advisors
California
$1.19M +$756K +8,434 +173%
EOJOAM
408
E. Ohman J:or Asset Management
Sweden
$1.19M +$117K +1,300 +11%
CSPIA
409
Cary Street Partners Investment Advisory
Virginia
$1.18M -$208K -2,319 -15%
TSWM
410
Tyler-Stone Wealth Management
Ohio
$1.17M -$67.2K -750 -5%
EF
411
Empowered Funds
Pennsylvania
$1.17M -$9.24M -103,130 -89%
FFN
412
Focus Financial Network
Minnesota
$1.17M -$35.7K -360 -3%
PL
413
Perpetual Ltd
Australia
$1.16M +$1.16M +12,980 New
EGM
414
Engineers Gate Manager
New York
$1.16M +$362K +4,038 +46%
CIM
415
Contravisory Investment Management
Massachusetts
$1.15M -$23.7K -264 -2%
KA
416
Kintegral Advisory
New York
$1.14M +$61.6K +683 +6%
CFGS
417
Concourse Financial Group Securities
Alabama
$1.13M +$294K +3,261 +35%
WCM
418
WealthBridge Capital Management
Ohio
$1.13M +$6.27K +70 +0.6%
RPSA
419
Richard P. Slaughter Associates
Texas
$1.12M -$833K -9,291 -43%
RIM
420
Rakuten Investment Management
Japan
$1.11M +$413K +4,628 +59%
CGA
421
Crescent Grove Advisors
Illinois
$1.11M – – –
KIG
422
Kessler Investment Group
Indiana
$1.11M +$1.11M +12,330 New
PS
423
Principal Securities
Iowa
$1.1M +$45.6K +509 +4%
HPC
424
HM Payson & Co
Maine
$1.1M – – –
WAP
425
Wealthcare Advisory Partners
Pennsylvania
$1.1M -$51.2K -571 -4%
15 16
17
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