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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 %
CIA
626
Concurrent Investment Advisors
Florida
$337K -$39.1K -487 -10%
DTL
627
Dynamic Technology Lab
Singapore
$337K -$260K -3,244 -44%
CFM
628
Catalyst Funds Management
Australia
$337K +$337K +4,200 New
CRC
629
Curi RMB Capital
Illinois
$336K +$336K +4,193 New
RCM
630
Raleigh Capital Management
North Carolina
$335K +$20.6K +257 +7%
KCPG
631
Kavar Capital Partners Group
Kansas
$333K -$333K -4,150 -50%
BWL
632
Bogart Wealth LLC
Virginia
$332K +$2.41K +30 +0.7%
MYAM
633
Meiji Yasuda Asset Management
Japan
$331K +$73K +910 +28%
DEM
634
Disciplined Equity Management
Florida
$328K -$2.89M -35,970 -90%
BP
635
Ballentine Partners
Massachusetts
$327K +$50.6K +631 +18%
ACM
636
Advisors Capital Management
New Jersey
$325K +$2.56K +32 +0.8%
CTC
637
Cetera Trust Company
Minnesota
$325K – – –
HCM
638
Howland Capital Management
Massachusetts
$325K – – –
CBB
639
Citizens Business Bank
California
$321K – – –
MGIA
640
Moneta Group Investment Advisors
Missouri
$320K -$67K -835 -17%
MPM
641
MBB Public Markets
Illinois
$316K +$316K +3,943 New
OFS
642
OneAscent Financial Services
Alabama
$316K +$316K +3,937 New
AAS
643
Ameritas Advisory Services
Nebraska
$315K +$315K +3,950 New
AAG
644
Armstrong Advisory Group
Massachusetts
$314K – – –
PNC
645
Park National Corp
Ohio
$313K – – –
I
646
InceptionR
California
$313K +$313K +3,899 New
CWP
647
Core Wealth Partners
California
$312K +$7.7K +96 +3%
HF
648
HRT Financial
New York
$312K -$4.54M -56,606 -94%
HGERS
649
Householder Group Estate & Retirement Specialist
Arizona
$310K -$84K -1,047 -21%
SI
650
Stephens Inc
Arkansas
$306K -$9.46K -118 -3%
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