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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 %
PCM
451
Princeton Capital Management
New Jersey
$981K -$12.7K -142 -1%
HFM
452
Harvest Fund Management
China
$973K +$131K +1,467 +16%
SWM
453
Spire Wealth Management
Virginia
$963K -$66.1K -737 -6%
LFAS
454
Level Four Advisory Services
Texas
$961K -$339K -3,777 -26%
LA
455
LBP AM
France
$960K +$960K +10,712 New
Wolverine Trading
456
Wolverine Trading
Illinois
$960K +$353K +3,938 +58%
WSC
457
Wellington Shields & Co
New York
$954K – – –
EFS
458
Essex Financial Services
Connecticut
$949K +$303K +2,818 +47%
MWPCG
459
Measured Wealth Private Client Group
New Hampshire
$943K -$97.4K -1,087 -9%
FFWM
460
Future Financial Wealth Management
Ohio
$942K -$835K -9,316 -47%
PCIA
461
Prime Capital Investment Advisors
Kansas
$935K +$72.7K +811 +8%
SIA
462
Strategic Investment Advisors
Michigan
$935K +$129K +1,443 +16%
HIP
463
HUB Investment Partners
Texas
$932K +$27K +301 +3%
LOAMS
464
Lombard Odier Asset Management (Switzerland)
Switzerland
$929K -$237K -2,645 -20%
FIA
465
Foundations Investment Advisors
Arizona
$929K -$20.8K -232 -2%
SC
466
Savant Capital
Illinois
$929K -$157K -1,756 -14%
USAA
467
United Services Automobile Association
Texas
$928K -$64.9K -724 -7%
MA
468
Montag & Associates
Georgia
$927K +$63.2K +700 +7%
PT
469
Plimoth Trust
Massachusetts
$926K -$22.4K -250 -2%
BBVA
470
Banco Bilbao Vizcaya Argentaria
Spain
$920K -$26K -290 -3%
OAC
471
OMERS Administration Corp
Ontario, Canada
$907K +$907K +10,119 New
AIM
472
Aquila Investment Management
New York
$896K – – –
AIC
473
Archer Investment Corporation
Indiana
$896K – – –
Verition Fund Management
474
Verition Fund Management
Connecticut
$885K +$394K +4,393 +80%
NIM
475
NEOS Investment Management
Connecticut
$884K +$268K +2,988 +43%
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