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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.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+47
Holders Change %
+5.3%
% of All Funds
13.52%
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
Centersquare Investment Management
Pennsylvania
+$118M
2
Cohen & Steers
Cohen & Steers
New York
+$94.6M
3
Millennium Management
Millennium Management
New York
+$72M
4
DPIM
Duff & Phelps Investment Management
Illinois
+$67.3M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$64.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$314M
2
Invesco
Invesco
Georgia
-$113M
3
Deutsche Bank
Deutsche Bank
Germany
-$66.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$57M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
501
NewEdge Wealth
Pennsylvania
$698K -$49.1K -638 -7%
FIC
502
FCG Investment Company
Tennessee
$698K -$234K -2,912 -25%
HBT
503
Heartland Bank & Trust
Illinois
$691K -$2.01K -25 -0.3%
EH
504
Equitable Holdings
New York
$691K -$1.04K -13 -0.2%
ACA
505
Atlas Capital Advisors
Wyoming
$684K – – –
AUB
506
Atlantic Union Bankshares
Virginia
$675K -$54K -673 -7%
AIA
507
Armor Investment Advisors
North Carolina
$675K -$88.8K -1,107 -12%
GRP
508
Global Retirement Partners
California
$670K -$69.7K -869 -9%
AP
509
Atwood & Palmer
Missouri
$662K – – –
HHRDM
510
H&H Retirement Design & Management
Nevada
$660K – – –
RIA
511
Realta Investment Advisors
Delaware
$652K -$16.1K -201 -2%
OWA
512
Outlook Wealth Advisors
Texas
$652K -$67K -835 -9%
MFG
513
Merit Financial Group
Georgia
$652K -$1.88K -25 -0.3%
NP
514
NorthRock Partners
Minnesota
$647K +$14K +173 +2%
QI
515
Qtron Investments
Massachusetts
$645K +$645K +8,043 New
MS
516
Madden Securities
Texas
$638K -$58.2K -725 -8%
BAM
517
Belpointe Asset Management
Nevada
$633K -$11.4K -142 -2%
RIM
518
Rakuten Investment Management
Japan
$630K +$572K +7,130 +988%
VSQM
519
V-Square Quantitative Management
Illinois
$626K +$95K +1,184 +18%
GAG
520
GM Advisory Group
New York
$621K – – –
TWC
521
TD Waterhouse Canada
Ontario, Canada
$615K +$94.1K +998 +18%
RJT
522
Raymond James Trust
Florida
$597K -$93.8K -1,170 -14%
IAN
523
Integrated Advisors Network
Texas
$595K -$43K -536 -7%
BHPW
524
Beverly Hills Private Wealth
California
$593K -$38.9K -485 -6%
SWM
525
SeaCrest Wealth Management
New York
$583K -$21.7K -270 -4%
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