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Iron Mountain
IRM

Overview Fund Activity

1,041 hedge funds and large institutions have $28.3B invested in Iron Mountain in 2024 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 317 increasing their positions, 414 reducing their positions, and 67 closing their positions.

Holders
1,041
Holders Change
+82
Holders Change %
+8.55%
% of All Funds
15.06%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.35%
New
160
Increased
317
Reduced
414
Closed
67
Calls
$357M
Puts
$222M
Net Calls
+$135M
Net Calls Change
+$55.4M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.72B
2
UBS AM
2
UBS AM
Illinois
$377M
3
PI
3
PGGM Investments
Netherlands
$129M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$101M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$66.6M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.11B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$72.6M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$372M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$284M
5
State Street
5
State Street
Massachusetts
$1.98B
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
26
Prudential Financial
New Jersey
$191M 1,608,149 -494,007 -24%
Goldman Sachs
27
Goldman Sachs
New York
$155M 1,307,203 -308,101 -19%
EIP
28
Epoch Investment Partners
New York
$151M 1,268,923 -310,559 -20%
Bank of America
29
Bank of America
North Carolina
$150M 1,260,728 -51,866 -4%
DPIM
30
Duff & Phelps Investment Management
Illinois
$147M 1,240,606 -57,724 -4%
DekaBank Deutsche Girozentrale
31
DekaBank Deutsche Girozentrale
Germany
$132M 1,122,500 -60,015 -5%
PI
32
PGGM Investments
Netherlands
$129M 1,083,653 +1,050,859 +3,204%
Canada Pension Plan Investment Board
33
Canada Pension Plan Investment Board
Ontario, Canada
$127M 1,069,110 +337,595 +46%
UBS Group
34
UBS Group
Switzerland
$126M 1,061,134 +413,042 +64%
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$122M 1,024,943 -24,273 -2%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$113M 951,552 +47,327 +5%
SEI Investments
37
SEI Investments
Pennsylvania
$109M 916,623 -208,868 -19%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$107M 900,563 -3,293 -0.4%
Swiss National Bank
39
Swiss National Bank
Switzerland
$103M 869,961 +2,200 +0.3%
TD Asset Management
40
TD Asset Management
Ontario, Canada
$101M 866,124 +594,759 +219%
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$97.5M 820,134 +187,308 +30%
American Century Companies
42
American Century Companies
Missouri
$95.5M 803,674 -24,956 -3%
Wells Fargo
43
Wells Fargo
California
$83.2M 700,037 +14,438 +2%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$82.8M 697,488 -8,304 -1%
WF
45
Welch & Forbes
Massachusetts
$81.7M 687,469 -24,416 -3%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$79.6M 669,476 -2,832 -0.4%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$77.6M 652,616 -152 -0%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$74.6M 638,985 +18,476 +3%
Aberdeen Group
49
Aberdeen Group
United Kingdom
$73.8M 626,280 +293,425 +88%
Mitsubishi UFJ Asset Management
50
Mitsubishi UFJ Asset Management
Japan
$72.7M 611,874 +34,840 +6%
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