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Iron Mountain
IRM

Overview Fund Activity

959 hedge funds and large institutions have $22.2B invested in Iron Mountain in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 327 increasing their positions, 370 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+26
Holders Change %
+2.79%
% of All Funds
13.95%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.26%
New
103
Increased
327
Reduced
370
Closed
60
Calls
$184M
Puts
$104M
Net Calls
+$79.4M
Net Calls Change
+$49.9M

Top Buyers

1
BlackRock
BlackRock
New York
$2.5B
2
State Street
State Street
Massachusetts
$1.58B
3
Legal & General Group
Legal & General Group
United Kingdom
$309M
4
AM
AGF Management
Ontario, Canada
$201M
5
CIM
Centersquare Investment Management
Pennsylvania
$216M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
UBS AM
UBS AM
Illinois
$44.6M
3
Millennium Management
Millennium Management
New York
$6.99M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
Amundi
Amundi
France
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
501
Laird Norton Wetherby Wealth Management
California
$784K -$13.4K -149 -2%
FIM
502
Freedom Investment Management
Connecticut
$783K -$153K -1,712 -16%
HBT
503
Heartland Bank & Trust
Illinois
$778K +$6.09K +68 +0.8%
MFG
504
Merit Financial Group
Georgia
$772K -$3.59K -40 -0.5%
BBHC
505
Brown Brothers Harriman & Co
New York
$764K -$20.4K -228 -3%
EH
506
Equitable Holdings
New York
$762K -$9.5K -106 -1%
AUB
507
Atlantic Union Bankshares
Virginia
$755K – – –
FFO
508
Fiduciary Family Office
Florida
$747K -$49K -547 -6%
AP
509
Atwood & Palmer
Missouri
$739K – – –
CIA
510
Concurrent Investment Advisors
Florida
$732K +$356K +3,967 +94%
IAN
511
Integrated Advisors Network
Texas
$731K +$66.1K +737 +10%
MC
512
Mathes Company
New York
$730K -$161K -1,800 -18%
GAG
513
GM Advisory Group
New York
$723K +$29.8K +333 +4%
B
514
Bailard
California
$722K -$98.3K -1,097 -12%
FTDI
515
First Trust Direct Indexing
Massachusetts
$720K +$172K +1,919 +31%
OWA
516
Outlook Wealth Advisors
Texas
$717K -$10.8K -121 -1%
Squarepoint
517
Squarepoint
New York
$712K -$8.75M -97,581 -92%
SFA
518
Sequoia Financial Advisors
Ohio
$711K +$77.3K +862 +12%
AWA
519
Arete Wealth Advisors
Illinois
$708K +$708K +7,895 New
TGAM
520
TBH Global Asset Management
Tennessee
$702K +$72.5K +809 +12%
D.E. Shaw & Co
521
D.E. Shaw & Co
New York
$700K -$1.84M -20,485 -72%
ET
522
Entropy Technologies
New York
$690K +$690K +7,696 New
Carson Wealth (CWM LLC)
523
Carson Wealth (CWM LLC)
Nebraska
$685K +$143K +1,593 +26%
BAM
524
Belpointe Asset Management
Nevada
$684K -$23.2K -259 -3%
BHPW
525
Beverly Hills Private Wealth
California
$678K +$15.8K +176 +2%
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