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Iron Mountain
IRM

Overview Fund Activity

827 hedge funds and large institutions have $13.7B invested in Iron Mountain in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 290 increasing their positions, 312 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.21%
New
88
Increased
290
Reduced
312
Closed
63
Calls
$129M
Puts
$65.6M
Net Calls
+$63.3M
Net Calls Change
+$7.46M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$179M
2
Citadel Advisors
Citadel Advisors
Florida
$108M
3
Ameriprise
Ameriprise
Minnesota
$104M
4
Invesco
Invesco
Georgia
$193M
5
HRES
Heitman Real Estate Securities
Illinois
$51.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.12B
2
Amundi
Amundi
France
$160M
3
State Street
State Street
Massachusetts
$793M
4
Charles Schwab
Charles Schwab
California
$183M
5
IIM
INTECH Investment Management
Florida
$9.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMG
651
Advisors Management Group
Wisconsin
$208K -$5.89K -99 -3%
PTC
652
Philadelphia Trust Company
Pennsylvania
$208K +$208K +3,500 New
LIG
653
Lokken Investment Group
Delaware
$207K +$207K +3,474 New
PCIA
654
Prime Capital Investment Advisors
Kansas
$206K -$5.71K -96 -3%
RMDI
655
R.M. Davis Inc
Maine
$203K +$203K +3,418 New
MM
656
MQS Management
New York
$202K +$202K +3,400 New
BBWP
657
Beacon Bridge Wealth Partners
Pennsylvania
$201K +$201K +3,373 New
SWA
658
Sutton Wealth Advisors
Florida
$198K +$2.5K +42 +1%
WT
659
Whittier Trust
California
$192K +$2.79K +47 +1%
WBC
660
Westpac Banking Corp
Australia
$187K -$1.89M -31,729 -91%
ST
661
Smithfield Trust
Pennsylvania
$186K -$9.53K -160 -5%
PCM
662
Penserra Capital Management
California
$185K -$10.8K -184 -6%
CYG
663
Clean Yield Group
Vermont
$182K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
664
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$178K +$178K +3,000 New
AGWCA
665
Annis Gardner Whiting Capital Advisors
Florida
$172K +$172K +2,859 New
BI
666
Bramshill Investments
Florida
$169K -$2.26M -37,983 -93%
SWM
667
Spire Wealth Management
Virginia
$164K +$68.2K +1,147 +71%
Credit Agricole
668
Credit Agricole
France
$163K +$163K +2,745 New
DMBA
669
Deseret Mutual Benefit Administrators
Utah
$151K -$44.5K -748 -23%
Parallax Volatility Advisers
670
Parallax Volatility Advisers
California
$141K -$474K -7,970 -77%
NL
671
NVWM LLC
Pennsylvania
$129K – – –
IPW
672
Impact Partnership Wealth
Georgia
$129K +$129K +2,170 New
NP
673
Ninepoint Partners
Ontario, Canada
$128K -$29.8K -502 -19%
EBA
674
Eagle Bay Advisors
New York
$121K +$72.9K +1,227 +151%
BWP
675
Baldwin Wealth Partners
Massachusetts
$119K – – –
25 26
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