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Iron Mountain

816 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, 284 increasing their positions, 292 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

48% more call options, than puts

Call options by funds: $172M | Put options by funds: $116M

8% more capital invested

Capital invested by funds: $12B → $12.9B (+$940M)

3% more funds holding

Funds holding: 790816 (+26)

0.21% more ownership

Funds ownership: 77.68%77.89% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 292

Holders
816
Holders Change
+26
Holders Change %
+3.29%
% of All Funds
12.81%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
86
Increased
284
Reduced
292
Closed
51
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$59.8M -$5.52M -100,900 -9%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$57.9M -$7.68M -140,242 -12%
AM
28
AGF Management
Ontario, Canada
$55.6M -$1.44M -26,382 -3%
UBS AM
29
UBS AM
Illinois
$54.9M
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$54.7M -$5.53M -101,077 -9%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$51M -$5.26M -96,131 -10%
Bank of America
32
Bank of America
North Carolina
$50.1M -$35M -638,883 -42%
N
33
Nuveen
North Carolina
$49.5M -$1.57M -28,609 -3%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$49.3M +$109K +2,000 +0.2%
UBS Group
35
UBS Group
Switzerland
$49M +$14.1M +257,544 +43%
Goldman Sachs
36
Goldman Sachs
New York
$47.4M -$12.4M -226,123 -21%
American Century Companies
37
American Century Companies
Missouri
$46.9M -$1.86M -33,977 -4%
WF
38
Welch & Forbes
Massachusetts
$42.3M -$8.81K -161 -0%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$41.2M +$3.11M +56,745 +8%
BNP Paribas Asset Management
40
BNP Paribas Asset Management
France
$40.8M +$36.8M +671,934 +1,469%
Wells Fargo
41
Wells Fargo
California
$38.6M -$1.47M -26,791 -4%
Asset Management One
42
Asset Management One
Japan
$38.4M +$265K +4,839 +0.7%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$36.9M -$496K -9,059 -1%
Citadel Advisors
44
Citadel Advisors
Florida
$35M +$22M +402,227 +187%
IIM
45
INTECH Investment Management
Florida
$34.5M -$25.3M -461,331 -43%
BTCPP
46
Border to Coast Pensions Partnership
United Kingdom
$34.4M
Barclays
47
Barclays
United Kingdom
$34.1M +$15.4M +281,617 +89%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$34M -$5.8M -106,036 -15%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$33.2M -$816K -14,898 -2%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$33M +$4.59M +83,869 +17%