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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 %
MHS
426
M Holdings Securities
Oregon
$1.09M +$1.09M +12,162 New
BAMF
427
BI Asset Management Fondsmaeglerselskab
Denmark
$1.09M -$915K -10,206 -46%
GAA
428
Guardian Asset Advisors
Pennsylvania
$1.07M -$896 -10 -0.1%
DCM
429
Delta Capital Management
New Jersey
$1.06M +$1.06M +11,810 New
BPA
430
Beacon Pointe Advisors
California
$1.05M -$390K -4,351 -27%
QCM
431
Quantinno Capital Management
New York
$1.05M +$103K +1,145 +11%
HW
432
Hancock Whitney
Mississippi
$1.05M -$98K -1,093 -9%
AWM
433
Axxcess Wealth Management
California
$1.04M +$1.04M +11,639 New
WS
434
Wedbush Securities
California
$1.04M +$38.9K +434 +4%
TPCW
435
TD Private Client Wealth
New York
$1.03M -$13.8K -154 -1%
OCPWS
436
One Charles Private Wealth Services
Massachusetts
$1.02M +$16.8K +187 +2%
VCP
437
Verus Capital Partners
Arizona
$1.02M +$48.7K +543 +5%
AIFAIM
438
American Institute for Advanced Investment Management
Arizona
$1.02M -$19.3K -215 -2%
ISL
439
Ingalls & Snyder LLC
New York
$1.01M -$211K -2,353 -17%
Assenagon Asset Management
440
Assenagon Asset Management
Luxembourg
$1.01M +$31.6K +353 +3%
CIAS
441
Capital Investment Advisory Services
North Carolina
$1.01M +$7.8K +87 +0.8%
RPCONE
442
Retirement Planning Company of New England
Rhode Island
$1.01M – – –
HI
443
Harbour Investments
Wisconsin
$1,000K +$717 +8 +0.1%
AFM
444
Abbot Financial Management
Massachusetts
$998K -$10.5K -117 -1%
IWC
445
Integrated Wealth Concepts
Massachusetts
$997K +$12.8K +143 +1%
VI
446
Versor Investments
New York
$995K +$995K +11,100 New
BI
447
Bramshill Investments
Florida
$988K +$988K +11,028 New
FLPIM
448
F.L. Putnam Investment Management
Massachusetts
$985K +$985K +10,995 New
JIP
449
Jaffetilchin Investment Partners
Florida
$984K -$40.9K -456 -4%
Brown Advisory
450
Brown Advisory
Maryland
$983K +$66.2K +739 +7%
16 17
18
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