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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
13.53%
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 %
KeyBank National Association
576
KeyBank National Association
Ohio
$417K +$11.6K +144 +3%
AMBIA
577
Allen Mooney & Barnes Investment Advisors
Georgia
$416K -$33K -431 -7%
FM
578
Foster & Motley
Ohio
$414K -$134K -1,671 -24%
AAM
579
Augustine Asset Management
Florida
$413K -$82K -1,022 -17%
CIA
580
Choate Investment Advisors
Massachusetts
$410K -$12K -150 -3%
SWM
581
SFG Wealth Management
Maryland
$405K +$160 +2 +0%
PPP
582
Private Portfolio Partners
New Jersey
$403K -$46.8K -584 -10%
NAMNJ
583
NorthStar Asset Management (New Jersey)
New Jersey
$403K – – –
PCS
584
Personal CFO Solutions
New Jersey
$402K +$40.9K +510 +11%
WWG
585
West Wealth Group
California
$401K – – –
IF
586
Intrua Financial
Texas
$400K -$5.62K -70 -1%
DWA
587
Dorsey Wright & Associates
California
$398K -$2.97K -37 -0.7%
TYCC
588
Texas Yale Capital Corp
Florida
$395K – – –
AP
589
Advisors Preferred
Maryland
$394K -$110K -1,377 -22%
PWP
590
Perfromance Wealth Partners
Illinois
$392K – – –
SWM
591
Sculati Wealth Management
Michigan
$391K -$40.3K -502 -9%
KWA
592
Kingswood Wealth Advisors
California
$390K -$33.8K -421 -8%
ASC
593
Atalanta Sosnoff Capital
New York
$390K -$41.8K -521 -10%
CI
594
CX Institutional
Indiana
$382K +$2.33K +29 +0.6%
CWM
595
Cornerstone Wealth Management
Missouri
$380K +$80 +1 +0%
SEP
596
Southland Equity Partners
Missouri
$380K -$42.3K -527 -10%
TFA
597
Teamwork Financial Advisors
Texas
$377K -$2.89K -36 -0.8%
RWB
598
RMR Wealth Builders
New Jersey
$377K +$377K +4,686 New
HNWAG
599
High Net Worth Advisory Group
Florida
$376K – – –
IMCOOI
600
Investment Management Corp of Ontario (IMCO)
Canada
$376K -$168K -2,100 -31%
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