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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 %
BPWM
526
Badgley Phelps Wealth Managers
Washington
$672K -$122K -1,353 -15%
NP
527
NorthRock Partners
Minnesota
$668K -$54.9K -608 -8%
RIA
528
Realta Investment Advisors
Delaware
$666K -$63.5K -708 -9%
MS
529
Madden Securities
Texas
$661K -$51.5K -575 -7%
ACA
530
Atlas Capital Advisors
Wyoming
$652K -$112K -1,251 -15%
FG
531
Fiduciary Group
Georgia
$650K – – –
GT
532
Greenleaf Trust
Michigan
$641K -$90 -1 -0%
DAS
533
Diversify Advisory Services
Utah
$638K +$931 +10 +0.1%
IWA
534
IBEX Wealth Advisors
New Jersey
$637K +$637K +7,111 New
SWM
535
SeaCrest Wealth Management
New York
$636K -$14.7K -164 -2%
WT
536
Washington Trust
Rhode Island
$628K +$22.4K +250 +4%
JWCA
537
J.W. Cole Advisors
Florida
$625K +$11.3K +126 +2%
EE
538
EWG Elevate
California
$615K -$6.08M -67,867 -91%
XT
539
XTX Topco
Cayman Islands
$610K -$729K -8,134 -54%
GT
540
Glenmede Trust
Pennsylvania
$610K -$3.32K -37 -0.5%
VSQM
541
V-Square Quantitative Management
Illinois
$607K -$92.6K -1,033 -13%
CF
542
Centaurus Financial
California
$601K -$1.88K -21 -0.3%
DA
543
DCM Advisors
New York
$600K +$1.43K +16 +0.2%
HWM
544
HB Wealth Management
Georgia
$595K +$42.2K +471 +8%
QWM
545
Quadcap Wealth Management
Texas
$593K +$896 +10 +0.2%
CCM
546
Coldstream Capital Management
Washington
$592K +$15.8K +176 +3%
RJT
547
Raymond James Trust
Florida
$589K -$77.8K -868 -12%
N
548
Natixis
France
$587K +$543K +6,063 +1,255%
EI
549
Ellevest Inc
New York
$580K +$50.3K +561 +9%
KWM
550
Kingsview Wealth Management
Oregon
$580K -$10K -112 -2%
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