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Iron Mountain
IRM

Overview Fund Activity

959 hedge funds and large institutions have $22.2B invested in Iron Mountain in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 327 increasing their positions, 370 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+26
Holders Change %
+2.79%
% of All Funds
13.95%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.26%
New
103
Increased
327
Reduced
370
Closed
60
Calls
$184M
Puts
$104M
Net Calls
+$79.4M
Net Calls Change
+$49.9M

Top Buyers

1
BlackRock
BlackRock
New York
$2.5B
2
State Street
State Street
Massachusetts
$1.58B
3
Legal & General Group
Legal & General Group
United Kingdom
$309M
4
AM
AGF Management
Ontario, Canada
$201M
5
CIM
Centersquare Investment Management
Pennsylvania
$216M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
UBS AM
UBS AM
Illinois
$44.6M
3
Millennium Management
Millennium Management
New York
$6.99M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
Amundi
Amundi
France
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
601
Consolidated Planning Corp
Georgia
$418K +$130K +1,452 +45%
ASC
602
Atalanta Sosnoff Capital
New York
$416K -$19.5K -218 -4%
GFG
603
Goldstone Financial Group
Illinois
$415K -$1.79K -20 -0.4%
FM
604
Foster & Motley
Ohio
$414K -$48.3K -539 -10%
BP
605
Ballentine Partners
Massachusetts
$414K +$48.1K +537 +13%
S
606
Sachetta
Massachusetts
$407K +$2.94K +29 +0.7%
HI
607
Horizon Investments
North Carolina
$407K +$717 +8 +0.2%
WG
608
Welch Group
Alabama
$406K – – –
SC
609
Scotia Capital
Ontario, Canada
$405K -$7.98K -89 -2%
WHC
610
Wulff, Hansen & Co
California
$405K – – –
Koshinski Asset Management
611
Koshinski Asset Management
Illinois
$404K -$90.7K -974 -18%
LMKC
612
L.M. Kohn & Company
Ohio
$402K +$1.79K +20 +0.4%
ACM
613
AlphaStar Capital Management
North Carolina
$401K +$71.7K +800 +22%
LAM
614
LifePro Asset Management
California
$399K – – –
GAM
615
Griffin Asset Management
New York
$398K +$3.32K +37 +0.8%
TL
616
Tradewinds LLC
North Carolina
$396K – – –
EI
617
EDMP Inc
Florida
$393K – – –
WorldQuant Millennium Advisors
618
WorldQuant Millennium Advisors
New York
$391K +$391K +4,367 New
CWG
619
Crown Wealth Group
North Carolina
$391K -$16.3K -182 -4%
SI
620
Stephens Inc
Arkansas
$390K +$48.1K +537 +14%
AWM
621
Avior Wealth Management
Nebraska
$390K -$16.1K -180 -4%
AAG
622
Armstrong Advisory Group
Massachusetts
$389K -$13.3K -148 -3%
CG
623
Cynosure Group
Utah
$388K +$46.7K +521 +14%
RWPA
624
Richard W. Paul & Associates
Michigan
$388K -$7.62K -85 -2%
VCA
625
Verdence Capital Advisors
Maryland
$386K +$538 +6 +0.1%
23 24
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