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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 %
TRCT
426
Tower Research Capital (TRC)
New York
$1.43M -$203K -1,932 -12%
EOJOAM
427
E. Ohman J:or Asset Management
Sweden
$1.43M +$152K +1,450 +12%
CAMG
428
CWA Asset Management Group
Florida
$1.43M +$1.21M +11,549 +572%
MLL
429
Moody Lynn & Lieberson
Massachusetts
$1.42M +$7.99K +76 +0.6%
DM
430
Delphi Management
Massachusetts
$1.42M -$11.2K -107 -0.8%
RBFC
431
Roman Butler Fullerton & Co
Missouri
$1.42M -$34.3K -330 -2%
GCA
432
Genesee Capital Advisors
New York
$1.41M -$9.88K -94 -0.7%
MGP
433
Metis Global Partners
California
$1.4M -$37.3K -355 -3%
CSS
434
Cubist Systematic Strategies
Connecticut
$1.4M -$385K -3,665 -22%
RFM
435
Royal Fund Management
Florida
$1.39M -$1.35M -12,849 -49%
WCM
436
WealthBridge Capital Management
Ohio
$1.39M +$33.8K +322 +3%
CGA
437
Crescent Grove Advisors
Illinois
$1.38M +$22.3K +211 +2%
OC
438
Oppenheimer & Co
New York
$1.36M -$652K -6,206 -32%
MCM
439
MAI Capital Management
Ohio
$1.35M +$315 +3 +0%
CFGS
440
Concourse Financial Group Securities
Alabama
$1.35M -$41.6K -378 -3%
Envestnet Portfolio Solutions
441
Envestnet Portfolio Solutions
Illinois
$1.35M -$1.17M -11,164 -47%
WAP
442
Wealthcare Advisory Partners
Pennsylvania
$1.34M +$29.4K +280 +2%
KPWS
443
Kestra Private Wealth Services
Texas
$1.33M -$56.1K -534 -4%
PFA
444
Pathway Financial Advisers
Indiana
$1.33M -$11.1K -106 -0.8%
FLPIM
445
F.L. Putnam Investment Management
Massachusetts
$1.32M +$70.3K +669 +6%
PS
446
Principal Securities
Iowa
$1.32M -$14.5K -138 -1%
CSP
447
Cary Street Partners
Virginia
$1.31M +$1.31M +12,441 New
HPC
448
HM Payson & Co
Maine
$1.29M – – –
WFS
449
Widmann Financial Services
Maryland
$1.28M -$123K -1,170 -9%
OAC
450
OMERS Administration Corp
Ontario, Canada
$1.28M +$218K +2,073 +20%
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