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Iron Mountain
IRM

Overview Fund Activity

886 hedge funds and large institutions have $16.6B invested in Iron Mountain in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
+59
Holders Change %
+7.13%
% of All Funds
12.99%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
134
Increased
276
Reduced
345
Closed
64
Calls
$110M
Puts
$76.5M
Net Calls
+$33.8M
Net Calls Change
-$29.5M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$1.05B
2
Morgan Stanley
Morgan Stanley
New York
+$220M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
+$108M
4
BlackRock
BlackRock
New York
+$79.4M
5
Prudential Financial
Prudential Financial
New Jersey
+$68.9M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.03B
2
Northern Trust
Northern Trust
Illinois
-$54.8M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$33M
4
EIP
Epoch Investment Partners
New York
-$26.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFG
601
Goldstone Financial Group
Illinois
$319K -$18.3K -262 -5%
WG
602
Welch Group
Alabama
$317K – – –
WHC
603
Wulff, Hansen & Co
California
$316K -$14K -200 -4%
PCS
604
Personal CFO Solutions
New Jersey
$315K -$13.9K -199 -4%
AAG
605
Armstrong Advisory Group
Massachusetts
$314K – – –
CWG
606
Crown Wealth Group
North Carolina
$307K +$16.8K +240 +6%
EI
607
EDMP Inc
Florida
$307K – – –
PA
608
Prossimo Advisors
California
$307K -$12.6K -180 -4%
HI
609
Horizon Investments
North Carolina
$305K -$1.96K -28 -0.6%
IA
610
IFP Advisors
Florida
$304K -$12.1K -173 -4%
TPWA
611
TRUE Private Wealth Advisors
Oregon
$302K -$140 -2 -0%
TW
612
TrinityPoint Wealth
Connecticut
$298K -$8.33K -119 -3%
VCA
613
Verdence Capital Advisors
Maryland
$296K +$1.19K +17 +0.4%
AWM
614
Avior Wealth Management
Nebraska
$295K +$2.73K +39 +0.9%
CWM
615
Curi Wealth Management
North Carolina
$293K -$420 -6 -0.1%
Koshinski Asset Management
616
Koshinski Asset Management
Illinois
$292K -$8.26K -118 -3%
NIM
617
NEOS Investment Management
Connecticut
$289K +$289K +4,124 New
BWL
618
Bogart Wealth LLC
Virginia
$288K – – –
BCI
619
Brinker Capital Investments
Pennsylvania
$288K -$8.03K -118 -3%
OPS
620
Orion Portfolio Solutions
Nebraska
$288K -$8.03K -118 -3%
HCM
621
Howland Capital Management
Massachusetts
$284K – – –
CTC
622
Cetera Trust Company
Minnesota
$283K +$283K +4,050 New
ACM
623
Advisors Capital Management
New Jersey
$282K +$1.05K +15 +0.4%
CPC
624
Consolidated Planning Corp
Georgia
$280K +$280K +4,001 New
CBB
625
Citizens Business Bank
California
$280K – – –
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25
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