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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 %
SSWM
551
Sheets Smith Wealth Management
North Carolina
$579K – – –
GKWIM
552
Gerber Kawasaki Wealth & Investment Management
California
$573K +$4.66K +52 +0.8%
ECM
553
Estabrook Capital Management
New York
$559K – – –
HH
554
Hilltop Holdings
Texas
$552K -$1.79K -20 -0.3%
Bessemer Group
555
Bessemer Group
New Jersey
$551K -$27.5K -307 -5%
OFS
556
OneAscent Financial Services
Alabama
$542K +$187K +2,079 +53%
ZIMP
557
Zimmermann Investment Management & Planning
Pennsylvania
$538K -$27.6K -308 -5%
OPS
558
Orion Portfolio Solutions
Nebraska
$533K -$48.3K -539 -8%
BCI
559
Brinker Capital Investments
Pennsylvania
$533K -$48.3K -539 -8%
ESB
560
Essex Savings Bank
Connecticut
$530K -$33.7K -376 -6%
OIA
561
OneDigital Investment Advisors
Kansas
$528K +$24.5K +273 +5%
TC
562
TownSquare Capital
Utah
$525K -$45.8K -511 -8%
TI
563
Tidal Investments
Wisconsin
$520K -$1.13M -12,617 -69%
KFA
564
Kapstone Financial Advisors
Ohio
$519K – – –
GSIAS
565
Garden State Investment Advisory Services
New Jersey
$511K -$16K -177 -3%
Teacher Retirement System of Texas
566
Teacher Retirement System of Texas
Texas
$510K -$5.9M -65,829 -92%
RMDI
567
R.M. Davis Inc
Maine
$510K +$203K +2,268 +66%
EWM
568
Empirical Wealth Management
Washington
$503K – – –
KeyBank National Association
569
KeyBank National Association
Ohio
$501K +$35K +390 +8%
I
570
InceptionR
California
$488K +$139K +1,550 +40%
HVIA
571
Hudson Valley Investment Advisors
New York
$486K +$486K +7,145 New
GSEP
572
Golden State Equity Partners
California
$485K +$485K +5,415 New
NS
573
NBC Securities
Alabama
$483K -$3.05K -34 -0.6%
S
574
SignatureFD
Georgia
$479K +$8.69K +97 +2%
SPC
575
Sigma Planning Corp
Michigan
$478K -$115K -1,285 -19%
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