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Iron Mountain
IRM

Overview Fund Activity

827 hedge funds and large institutions have $13.7B invested in Iron Mountain in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 290 increasing their positions, 312 reducing their positions, and 63 closing their positions.

Holders
827
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.21%
New
88
Increased
290
Reduced
312
Closed
63
Calls
$129M
Puts
$65.6M
Net Calls
+$63.3M
Net Calls Change
+$7.46M

Top Buyers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$202M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$179M
3
Citadel Advisors
3
Citadel Advisors
Florida
$108M
4
Ameriprise
4
Ameriprise
Minnesota
$104M
5
Invesco
5
Invesco
Georgia
$193M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.12B
2
Amundi
2
Amundi
France
$160M
3
State Street
3
State Street
Massachusetts
$793M
4
Charles Schwab
4
Charles Schwab
California
$183M
5
IIM
5
INTECH Investment Management
Florida
$9.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Russell Investments Group
26
Russell Investments Group
United Kingdom
$77.9M 1,308,798 +224,714 +21%
Prudential Financial
27
Prudential Financial
New Jersey
$73.9M 1,243,519 -71,407 -5%
DekaBank Deutsche Girozentrale
28
DekaBank Deutsche Girozentrale
Germany
$66.2M 1,105,599 -17,396 -2%
CIBC Private Wealth Group
29
CIBC Private Wealth Group
Georgia
$65.4M 1,100,879 -153,184 -12%
American Century Companies
30
American Century Companies
Missouri
$62.9M 1,058,277 +233,547 +28%
AM
31
AGF Management
Ontario, Canada
$59.6M 1,002,631 +24,836 +3%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$56.5M 950,703 -12,613 -1%
Bank of America
33
Bank of America
North Carolina
$56.3M 946,771 +65,233 +7%
Swiss National Bank
34
Swiss National Bank
Switzerland
$55.8M 938,061 -114,800 -11%
UBS Group
35
UBS Group
Switzerland
$53.1M 892,448 +30,140 +3%
Goldman Sachs
36
Goldman Sachs
New York
$52.4M 880,709 +46,580 +6%
HRES
37
Heitman Real Estate Securities
Illinois
$51.7M 868,819 +868,819 New
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$51.1M 859,490 -8,100 -0.9%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$49.7M 835,557 -61,378 -7%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$49.5M 832,937 -37,440 -4%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$45.6M 767,677 +483,757 +170%
BNP Paribas Asset Management
42
BNP Paribas Asset Management
France
$44.2M 743,910 +26,240 +4%
WF
43
Welch & Forbes
Massachusetts
$43.9M 737,694 -6,830 -0.9%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$42.3M 710,885 -307,653 -30%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$38.5M 647,059 -2,074 -0.3%
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$38.4M 646,426 +646,426 New
Wells Fargo
47
Wells Fargo
California
$38.1M 640,480 -38,906 -6%
BTCPP
48
Border to Coast Pensions Partnership
United Kingdom
$34.8M 581,040 -25,000 -4%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$34.6M 546,709 -34,578 -6%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$34.4M 578,558 -6,523 -1%
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