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Iron Mountain
IRM

Overview Fund Activity

827 hedge funds and large institutions have $13.7B invested in Iron Mountain in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 290 increasing their positions, 312 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.21%
New
88
Increased
290
Reduced
312
Closed
63
Calls
$129M
Puts
$65.6M
Net Calls
+$63.3M
Net Calls Change
+$7.46M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$179M
2
Citadel Advisors
Citadel Advisors
Florida
$108M
3
Ameriprise
Ameriprise
Minnesota
$104M
4
Invesco
Invesco
Georgia
$193M
5
HRES
Heitman Real Estate Securities
Illinois
$51.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.12B
2
Amundi
Amundi
France
$160M
3
State Street
State Street
Massachusetts
$793M
4
Charles Schwab
Charles Schwab
California
$183M
5
IIM
INTECH Investment Management
Florida
$9.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
601
TrinityPoint Wealth
Connecticut
$260K +$1.49K +25 +0.6%
OPS
602
Orion Portfolio Solutions
Nebraska
$258K -$6.42K -108 -2%
BCI
603
Brinker Capital Investments
Pennsylvania
$258K -$6.42K -108 -2%
TPWA
604
TRUE Private Wealth Advisors
Oregon
$257K +$297 +5 +0.1%
PA
605
Profund Advisors
Maryland
$256K -$11.2K -189 -4%
Koshinski Asset Management
606
Koshinski Asset Management
Illinois
$255K +$11.2K +188 +5%
IGAM
607
iA Global Asset Management
Quebec, Canada
$255K -$60.5K -1,018 -19%
BCM
608
BTC Capital Management
Iowa
$253K -$65.3K -1,098 -21%
IRC
609
Investors Research Corp
Georgia
$251K -$162K -2,725 -39%
VCA
610
Verdence Capital Advisors
Maryland
$250K -$36.9K -620 -13%
TPM
611
Triasima Portfolio Management
Quebec, Canada
$250K +$250K +4,200 New
CWM
612
Curi Wealth Management
North Carolina
$250K -$7.73K -130 -3%
BBP
613
Banco BTG Pactual
Brazil
$249K +$249K +4,193 New
VAS
614
Vestmark Advisory Solutions
Massachusetts
$249K -$419K -7,047 -63%
AWM
615
Avior Wealth Management
Nebraska
$249K +$2.08K +35 +0.8%
FMAEN1
616
Fund Management at Engine No 1
California
$248K +$22.3K +375 +10%
KCPG
617
Kavar Capital Partners Group
Kansas
$247K – – –
CWG
618
Crown Wealth Group
North Carolina
$247K – – –
BWL
619
Bogart Wealth LLC
Virginia
$244K +$1.96K +33 +0.8%
HCM
620
Howland Capital Management
Massachusetts
$241K -$36.1K -600 -13%
FA
621
FDx Advisors
Illinois
$241K +$13K +218 +6%
Lido Advisors
622
Lido Advisors
California
$238K +$238K +4,004 New
ACM
623
Advisors Capital Management
New Jersey
$238K +$15.3K +257 +7%
MMHP
624
Murphy Middleton Hinkle & Parker
Georgia
$238K – – –
RIS
625
Retirement Income Solutions
Michigan
$238K – – –
23 24
25
26 27