Iron Mountain
IRM
891 hedge funds and large institutions have $16.6B invested in Iron Mountain in 2023 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 278 increasing their positions, 346 reducing their positions, and 64 closing their positions.
111% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 64
44% more call options, than puts
Call options by funds: $110M | Put options by funds: $76.5M
22% more capital invested
Capital invested by funds: $13.7B → $16.6B (+$2.95B)
7% more funds holding
Funds holding: 831 → 891 (+60)
2.6% more ownership
Funds ownership: 78.71% → 81.31% (+2.6%)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
20% less repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 346
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$943M |
| 2 |
Morgan Stanley
New York
|
+$198M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
+$97M |
| 4 |
BlackRock
New York
|
+$71.2M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$61.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$923M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$49.2M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$29.7M |
| 4 |
EIP
Epoch Investment Partners
New York
|
-$23.9M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$21.2M |
IRM Hedge Fund Activity: Q4 2023 in Review
891 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q4 2023, worth a combined $16.6B — up 22% from $13.7B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new IRM positions and 64 closed out — a net gain of 71 holders — while 278 added to existing stakes and 346 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $943M. The largest seller was Capital World Investors, cutting an estimated $923M.
- 891 institutional investors held Iron Mountain (IRM) as of Q4 2023, up from 831 in Q3 2023.
- Funds reported $16.6B of Iron Mountain stock for Q4 2023, up 22% quarter-over-quarter.
- 135 funds opened new Iron Mountain positions in Q4 2023 and 64 closed out, a net change of +71 holders.
- The largest Iron Mountain buyer in Q4 2023 was Cohen & Steers, an estimated $943M added.
- The largest Iron Mountain seller in Q4 2023 was Capital World Investors, an estimated $923M sold.
Based on aggregated 13F filings for Q4 2023.