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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 %
ZIMP
551
Zimmermann Investment Management & Planning
Pennsylvania
$506K +$24.7K +308 +5%
FHA
552
Flagship Harbor Advisors
Massachusetts
$505K -$7.3K -91 -1%
ECM
553
Estabrook Capital Management
New York
$500K -$11.2K -140 -2%
HH
554
Hilltop Holdings
Texas
$496K +$1.77K +22 +0.4%
HWM
555
HB Wealth Management
Georgia
$494K +$7.22K +90 +1%
FTDI
556
First Trust Direct Indexing
Massachusetts
$490K +$28.6K +356 +6%
Carson Wealth (CWM LLC)
557
Carson Wealth (CWM LLC)
Nebraska
$485K -$56.6K -706 -10%
EFS
558
Essex Financial Services
Connecticut
$483K -$839K -10,465 -63%
EI
559
Ellevest Inc
New York
$475K +$55.8K +696 +13%
AIMCA
560
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$473K – – –
GSIAS
561
Garden State Investment Advisory Services
New Jersey
$471K -$25.5K -316 -5%
KFA
562
Kapstone Financial Advisors
Ohio
$464K – – –
OIA
563
OneDigital Investment Advisors
Kansas
$451K +$12.3K +153 +3%
EWM
564
Empirical Wealth Management
Washington
$450K -$61.8K -771 -12%
ESB
565
Essex Savings Bank
Connecticut
$440K – – –
Verition Fund Management
566
Verition Fund Management
Connecticut
$440K -$301K -3,756 -41%
Fayez Sarofim & Co
567
Fayez Sarofim & Co
Texas
$439K -$75.4K -940 -15%
NS
568
NBC Securities
Alabama
$435K -$8.42K -105 -2%
FDS
569
First Dallas Securities
Texas
$429K -$102K -1,275 -19%
CB
570
Cadence Bank
Mississippi
$427K – – –
Koshinski Asset Management
571
Koshinski Asset Management
Illinois
$426K +$91K +1,135 +27%
S
572
SignatureFD
Georgia
$421K +$27.7K +345 +7%
CT
573
Coastline Trust
Rhode Island
$421K -$5.37K -67 -1%
PFA
574
Pinnacle Family Advisors
Missouri
$419K +$1.93K +24 +0.5%
VR
575
Valued Retirements
Texas
$417K – – –
21 22
23
24 25