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Iron Mountain
IRM

Overview Fund Activity

810 hedge funds and large institutions have $12.9B invested in Iron Mountain in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 283 increasing their positions, 289 reducing their positions, and 50 closing their positions.

Holders
810
Holders Change
+27
Holders Change %
+3.45%
% of All Funds
12.78%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
86
Increased
283
Reduced
289
Closed
50
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.2M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$439M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$106M
3
Prudential Financial
3
Prudential Financial
New Jersey
$74.7M
4
BNP Paribas Asset Management
4
BNP Paribas Asset Management
France
$40.8M
5
Amundi
5
Amundi
France
$217M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.16B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.66B
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$0
4
Bank of America
4
Bank of America
North Carolina
$50.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$249M
Name Market Value Shares Shares
Change 		Shares
Change %
Swiss National Bank
26
Swiss National Bank
Switzerland
$59.8M 1,052,861 -100,900 -9%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$57.9M 1,018,538 -140,242 -12%
AM
28
AGF Management
Ontario, Canada
$55.6M 977,795 -26,382 -3%
UBS AM
29
UBS AM
Illinois
$54.9M 1,037,676 – –
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$54.7M 963,316 -101,077 -9%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$51M 896,935 -96,131 -10%
Bank of America
32
Bank of America
North Carolina
$50.1M 881,538 -638,883 -42%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$49.5M 870,377 -28,609 -3%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$49.3M 867,590 +2,000 +0.2%
UBS Group
35
UBS Group
Switzerland
$49M 862,308 +257,544 +43%
Goldman Sachs
36
Goldman Sachs
New York
$47.4M 834,129 -226,123 -21%
American Century Companies
37
American Century Companies
Missouri
$46.9M 824,730 -33,977 -4%
WF
38
Welch & Forbes
Massachusetts
$42.3M 744,524 -161 -0%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$41.2M 725,549 +56,745 +8%
BNP Paribas Asset Management
40
BNP Paribas Asset Management
France
$40.8M 717,670 +671,934 +1,469%
Wells Fargo
41
Wells Fargo
California
$38.6M 679,386 -26,791 -4%
Asset Management One
42
Asset Management One
Japan
$38.4M 675,384 +4,839 +0.7%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$36.9M 649,133 -9,059 -1%
Citadel Advisors
44
Citadel Advisors
Florida
$35M 616,764 +402,227 +187%
IIM
45
INTECH Investment Management
Florida
$34.5M 606,810 -461,331 -43%
BTCPP
46
Border to Coast Pensions Partnership
United Kingdom
$34.4M 606,040 – –
Barclays
47
Barclays
United Kingdom
$34.1M 599,593 +281,617 +89%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$34M 598,724 -106,036 -15%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$33.2M 585,081 -14,898 -2%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$33M 581,287 +83,869 +17%
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