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Iron Mountain
IRM

Overview Fund Activity

886 hedge funds and large institutions have $16.6B invested in Iron Mountain in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 64 closing their positions.

Holders
886
Holders Change
+59
Holders Change %
+7.13%
% of All Funds
12.99%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
134
Increased
276
Reduced
345
Closed
64
Calls
$110M
Puts
$76.5M
Net Calls
+$33.8M
Net Calls Change
-$29.5M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.57B
2
Morgan Stanley
2
Morgan Stanley
New York
$516M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$286M
4
BlackRock
4
BlackRock
New York
$1.63B
5
Prudential Financial
5
Prudential Financial
New Jersey
$156M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$288M
2
Northern Trust
2
Northern Trust
Illinois
$219M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$493M
4
EIP
4
Epoch Investment Partners
New York
$138M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.24B
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$114M 1,631,123 +116,003 +8%
Ameriprise
27
Ameriprise
Minnesota
$112M 1,595,666 -132,147 -8%
DekaBank Deutsche Girozentrale
28
DekaBank Deutsche Girozentrale
Germany
$80.9M 1,142,117 +36,518 +3%
Bank of America
29
Bank of America
North Carolina
$80.3M 1,147,798 +201,027 +21%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$75.5M 1,078,601 -22,278 -2%
AM
31
AGF Management
Ontario, Canada
$69.4M 990,998 -11,633 -1%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$67.4M 963,359 +12,656 +1%
Canada Pension Plan Investment Board
33
Canada Pension Plan Investment Board
Ontario, Canada
$66.3M 946,990 +87,500 +10%
Goldman Sachs
34
Goldman Sachs
New York
$65.8M 940,090 +59,381 +7%
Swiss National Bank
35
Swiss National Bank
Switzerland
$63.9M 912,561 -25,500 -3%
SEI Investments
36
SEI Investments
Pennsylvania
$61.2M 875,092 +643,760 +278%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$57.7M 825,069 +57,392 +7%
UBS Group
38
UBS Group
Switzerland
$57.7M 824,245 -68,203 -8%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$55.4M 790,331 -42,606 -5%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$54.7M 781,851 -53,706 -6%
Barclays
41
Barclays
United Kingdom
$54M 772,320 +207,832 +37%
WF
42
Welch & Forbes
Massachusetts
$51.2M 731,578 -6,116 -0.8%
American Century Companies
43
American Century Companies
Missouri
$51M 729,084 -329,193 -31%
Wells Fargo
44
Wells Fargo
California
$45.8M 654,922 +14,442 +2%
HRES
45
Heitman Real Estate Securities
Illinois
$45M 642,471 -226,348 -26%
Point72 Asset Management
46
Point72 Asset Management
Connecticut
$44.7M 639,050 +639,050 New
Neuberger Berman Group
47
Neuberger Berman Group
New York
$44.6M 638,028 -72,857 -10%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$44.6M 637,073 -9,986 -2%
Voloridge Investment Management
49
Voloridge Investment Management
Florida
$43.5M 621,230 +261,306 +73%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$43M 608,218 +61,509 +11%
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