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Iron Mountain
IRM

Overview Fund Activity

933 hedge funds and large institutions have $19B invested in Iron Mountain in 2024 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 309 increasing their positions, 327 reducing their positions, and 68 closing their positions.

Holders
933
Holders Change
+47
Holders Change %
+5.3%
% of All Funds
13.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
125
Increased
309
Reduced
327
Closed
68
Calls
$141M
Puts
$111M
Net Calls
+$29.5M
Net Calls Change
-$4.32M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$119M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.9B
3
Millennium Management
3
Millennium Management
New York
$76.9M
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$71.8M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$128M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$277M
2
Invesco
2
Invesco
Georgia
$161M
3
Deutsche Bank
3
Deutsche Bank
Germany
$309M
4
Citadel Advisors
4
Citadel Advisors
Florida
$102M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$238M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$124M 1,542,167 -88,956 -5%
CIM
27
Centersquare Investment Management
Pennsylvania
$119M 1,538,486 +1,519,237 +7,893%
Ameriprise
28
Ameriprise
Minnesota
$119M 1,471,946 -123,720 -8%
Bank of America
29
Bank of America
North Carolina
$106M 1,321,226 +173,428 +15%
AM
30
AGF Management
Ontario, Canada
$102M 1,273,292 +282,294 +28%
Citadel Advisors
31
Citadel Advisors
Florida
$102M 1,271,739 -711,113 -36%
DekaBank Deutsche Girozentrale
32
DekaBank Deutsche Girozentrale
Germany
$90.8M 1,126,012 -16,105 -1%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$84.1M 1,056,807 -21,794 -2%
UBS Group
34
UBS Group
Switzerland
$80.3M 1,000,897 +176,652 +21%
Millennium Management
35
Millennium Management
New York
$76.9M 958,517 +897,862 +1,480%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$76.7M 956,189 -7,170 -0.7%
SEI Investments
37
SEI Investments
Pennsylvania
$75.7M 943,728 +68,636 +8%
HRES
38
Heitman Real Estate Securities
Illinois
$75.3M 939,333 +296,862 +46%
Canada Pension Plan Investment Board
39
Canada Pension Plan Investment Board
Ontario, Canada
$71.9M 896,990 -50,000 -5%
DPIM
40
Duff & Phelps Investment Management
Illinois
$71.8M 895,705 +839,635 +1,497%
Swiss National Bank
41
Swiss National Bank
Switzerland
$70.1M 874,461 -38,100 -4%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$68.7M 856,945 +31,876 +4%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$66.9M 833,604 +194,554 +30%
Goldman Sachs
44
Goldman Sachs
New York
$65.8M 820,313 -119,777 -13%
American Century Companies
45
American Century Companies
Missouri
$62.9M 784,056 +54,972 +8%
WF
46
Welch & Forbes
Massachusetts
$58.4M 727,641 -3,937 -0.5%
Wells Fargo
47
Wells Fargo
California
$57.5M 717,300 +62,378 +10%
Voloridge Investment Management
48
Voloridge Investment Management
Florida
$55.1M 686,771 +65,541 +11%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$55.1M 686,367 +48,339 +8%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$53.1M 662,217 -119,634 -15%
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