IRM icon

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 %
IF
626
Intrua Financial
Texas
$386K -$60.8K -678 -14%
MYAM
627
Meiji Yasuda Asset Management
Japan
$380K +$10.5K +117 +3%
Nomura Holdings
628
Nomura Holdings
Japan
$380K +$380K +4,240 New
NI
629
NCP Inc
California
$380K +$2.24K +25 +0.6%
HCM
630
Howland Capital Management
Massachusetts
$380K +$17.1K +190 +5%
TNBTD
631
Trustmark National Bank Trust Department
Mississippi
$379K +$379K +4,225 New
SF
632
Summit Financial
New Jersey
$378K +$82.8K +918 +28%
TPWA
633
TRUE Private Wealth Advisors
Oregon
$377K -$9.86K -110 -3%
CRC
634
Curi RMB Capital
Illinois
$377K +$1.08K +12 +0.3%
WBC
635
Westpac Banking Corp
Australia
$377K +$88.8K +991 +31%
RCM
636
Raleigh Capital Management
North Carolina
$376K +$2.24K +25 +0.6%
AMBIA
637
Allen Mooney & Barnes Investment Advisors
Georgia
$375K -$112K -1,250 -23%
PWM
638
Perigon Wealth Management
California
$374K -$17.3K -193 -4%
BWL
639
Bogart Wealth LLC
Virginia
$373K +$1.7K +19 +0.5%
KCPG
640
Kavar Capital Partners Group
Kansas
$372K – – –
RWB
641
RMR Wealth Builders
New Jersey
$371K -$48.6K -542 -12%
CWM
642
Cornerstone Wealth Management
Missouri
$369K -$56.1K -626 -13%
TVM
643
True Vision MN
Minnesota
$367K +$367K +4,061 New
DEM
644
Disciplined Equity Management
Florida
$366K – – –
CTC
645
Cetera Trust Company
Minnesota
$363K – – –
HFM
646
Hartford Funds Management
Pennsylvania
$362K +$362K +4,044 New
ACM
647
Advisors Capital Management
New Jersey
$362K -$1.07K -12 -0.3%
CG
648
Caprock Group
Idaho
$361K +$62.7K +694 +21%
CBB
649
Citizens Business Bank
California
$358K – – –
DWA
650
Dorsey Wright & Associates
California
$356K -$89.6K -999 -20%
24 25
26
27 28