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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 %
FG
526
Fiduciary Group
Georgia
$582K – – –
GT
527
Greenleaf Trust
Michigan
$574K -$2.97K -37 -0.5%
SFA
528
Sequoia Financial Advisors
Ohio
$567K -$254K -3,168 -31%
TGAM
529
TBH Global Asset Management
Tennessee
$563K +$722 +9 +0.1%
OCM
530
One Capital Management
California
$557K +$557K +6,949 New
NIM
531
NEOS Investment Management
Connecticut
$551K +$220K +2,749 +67%
JWCA
532
J.W. Cole Advisors
Florida
$549K +$8.5K +106 +2%
GT
533
Glenmede Trust
Pennsylvania
$549K -$5.53K -69 -1%
DAS
534
Diversify Advisory Services
Utah
$544K +$544K +6,841 New
Wolverine Trading
535
Wolverine Trading
Illinois
$543K +$543K +6,773 New
WT
536
Washington Trust
Rhode Island
$542K – – –
CF
537
Centaurus Financial
California
$540K -$160 -2 -0%
DA
538
DCM Advisors
New York
$536K +$13.2K +164 +3%
Lido Advisors
539
Lido Advisors
California
$533K +$140K +1,731 +36%
SPC
540
Sigma Planning Corp
Michigan
$531K +$226K +2,813 +74%
QWM
541
Quadcap Wealth Management
Texas
$530K +$530K +6,605 New
KWM
542
Kingsview Wealth Management
Oregon
$528K -$71.3K -889 -12%
BCI
543
Brinker Capital Investments
Pennsylvania
$520K +$181K +2,256 +53%
OPS
544
Orion Portfolio Solutions
Nebraska
$520K +$181K +2,256 +53%
AGA
545
Accuvest Global Advisors
Utah
$519K – – –
SSWM
546
Sheets Smith Wealth Management
North Carolina
$518K – – –
Bessemer Group
547
Bessemer Group
New Jersey
$518K +$62.6K +781 +14%
CCM
548
Coldstream Capital Management
Washington
$516K -$11.5K -143 -2%
TC
549
TownSquare Capital
Utah
$511K +$44.6K +556 +10%
GKWIM
550
Gerber Kawasaki Wealth & Investment Management
California
$509K +$4.89K +61 +1%
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