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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
Centersquare Investment Management
Pennsylvania
$119M
2
Cohen & Steers
Cohen & Steers
New York
$1.9B
3
Millennium Management
Millennium Management
New York
$76.9M
4
DPIM
Duff & Phelps Investment Management
Illinois
$71.8M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$128M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$277M
2
Invesco
Invesco
Georgia
$161M
3
Deutsche Bank
Deutsche Bank
Germany
$309M
4
Citadel Advisors
Citadel Advisors
Florida
$102M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
426
Kintegral Advisory
New York
$970K -$2.99K -37 -0.3%
MCM
427
MAI Capital Management
Ohio
$967K -$48.7K -607 -5%
TF
428
Tompkins Financial
New York
$963K +$963K +12,000 New
APG Asset Management
429
APG Asset Management
Netherlands
$961K +$59.4K +800 +7%
EOJOAM
430
E. Ohman J:or Asset Management
Sweden
$959K – – –
GAA
431
Guardian Asset Advisors
Pennsylvania
$958K +$31K +386 +3%
PS
432
Principal Securities
Iowa
$944K +$45.5K +567 +5%
TPCW
433
TD Private Client Wealth
New York
$938K -$214K -2,674 -19%
MWPCG
434
Measured Wealth Private Client Group
New Hampshire
$931K – – –
AIFAIM
435
American Institute for Advanced Investment Management
Arizona
$931K +$60.2K +750 +7%
PAM
436
Pegasus Asset Management
New York
$922K – – –
SWM
437
Spire Wealth Management
Virginia
$921K +$128K +1,591 +16%
OC
438
Oppenheimer & Co
New York
$921K -$2.89K -36 -0.3%
JIP
439
Jaffetilchin Investment Partners
Florida
$917K +$9.79K +122 +1%
AWM
440
AE Wealth Management
Kansas
$914K -$3.24M -40,397 -78%
AFM
441
Abbot Financial Management
Massachusetts
$902K – – –
FFN
442
Focus Financial Network
Minnesota
$902K +$902K +12,122 New
OCPWS
443
One Charles Private Wealth Services
Massachusetts
$901K -$19.4K -242 -2%
RPCONE
444
Retirement Planning Company of New England
Rhode Island
$900K -$19.5K -243 -2%
CIAS
445
Capital Investment Advisory Services
North Carolina
$895K -$3.29K -41 -0.4%
HI
446
Harbour Investments
Wisconsin
$894K -$2.89K -36 -0.3%
WS
447
Wedbush Securities
California
$894K +$278K +3,468 +45%
PCM
448
Princeton Capital Management
New Jersey
$889K -$160K -2,000 -15%
USAA
449
United Services Automobile Association
Texas
$889K +$889K +11,078 New
SPIS
450
Steward Partners Investment Solutions
Oregon
$885K +$885K +11,030 New
16 17
18
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