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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
$119M
2
Cohen & Steers
Cohen & Steers
New York
$1.9B
3
Millennium Management
Millennium Management
New York
$76.9M
4
DPIM
Duff & Phelps Investment Management
Illinois
$71.8M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$128M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$277M
2
Invesco
Invesco
Georgia
$161M
3
Deutsche Bank
Deutsche Bank
Germany
$309M
4
Citadel Advisors
Citadel Advisors
Florida
$102M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
601
Geneos Wealth Management
Colorado
$375K +$249K +3,102 +196%
GFG
602
Goldstone Financial Group
Illinois
$373K +$7.86K +98 +2%
PCM
603
Penserra Capital Management
California
$373K +$162K +2,023 +77%
JCIA
604
Jackson Creek Investment Advisors
Colorado
$370K +$370K +4,617 New
SC
605
Scotia Capital
Ontario, Canada
$370K – – –
PA
606
Profund Advisors
Maryland
$365K -$30.2K -376 -8%
CWG
607
Crown Wealth Group
North Carolina
$364K +$12.3K +153 +3%
AWM
608
Avior Wealth Management
Nebraska
$364K +$25.4K +316 +7%
WG
609
Welch Group
Alabama
$363K – – –
HI
610
Horizon Investments
North Carolina
$363K +$13.7K +171 +4%
WHC
611
Wulff, Hansen & Co
California
$363K – – –
LMKC
612
L.M. Kohn & Company
Ohio
$358K -$32.7K -408 -8%
LAM
613
LifePro Asset Management
California
$357K +$357K +4,455 New
TL
614
Tradewinds LLC
North Carolina
$354K +$354K +4,415 New
RWPA
615
Richard W. Paul & Associates
Michigan
$354K -$16.8K -209 -5%
GAM
616
Griffin Asset Management
New York
$353K -$118K -1,477 -25%
JFG
617
Jefferies Financial Group
New York
$353K +$353K +4,403 New
EI
618
EDMP Inc
Florida
$352K – – –
PWM
619
Perigon Wealth Management
California
$351K +$35.7K +445 +11%
FMP
620
Financial Management Professionals
Texas
$350K -$127K -1,585 -27%
TPWA
621
TRUE Private Wealth Advisors
Oregon
$346K -$241 -3 -0.1%
TW
622
TrinityPoint Wealth
Connecticut
$346K +$4.09K +51 +1%
VCA
623
Verdence Capital Advisors
Maryland
$345K +$5.62K +70 +2%
NI
624
NCP Inc
California
$338K +$338K +4,213 New
TC
625
TwinBeech Capital
New York
$338K +$338K +4,210 New
23 24
25
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