IRM icon

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 %
RMDI
676
R.M. Davis Inc
Maine
$274K – – –
SG
677
Sienna Gestion
France
$274K +$274K +3,416 New
BCM
678
BTC Capital Management
Iowa
$273K +$273K +3,403 New
NFG
679
Nations Financial Group
Iowa
$273K -$10K -125 -4%
Kovitz Investment Group Partners
680
Kovitz Investment Group Partners
Illinois
$272K +$15.6K +195 +6%
IAIM
681
International Assets Investment Management
Florida
$271K +$1.11K +14 +0.4%
MC
682
Maverick Capital
Texas
$270K -$830K -10,349 -75%
RIS
683
Retirement Income Solutions
Michigan
$269K – – –
CG
684
Caprock Group
Idaho
$267K -$11.7K -145 -4%
CBTWT
685
Community Bank & Trust (Waco, Texas)
Texas
$265K – – –
SF
686
Summit Financial
New Jersey
$264K +$264K +3,269 New
ST
687
Somerset Trust
Pennsylvania
$264K +$264K +3,295 New
JCM
688
Jacobi Capital Management
Pennsylvania
$264K +$401 +5 +0.2%
KWS
689
Keystone Wealth Services
California
$261K – – –
ICA
690
Infrastructure Capital Advisors
New York
$261K +$261K +3,250 New
AIP
691
Ameritas Investment Partners
Nebraska
$260K – – –
TSS
692
Two Sigma Securities
New York
$260K +$260K +3,243 New
CCG
693
Cypress Capital Group
Florida
$259K +$2.81K +35 +1%
GA
694
Geller Advisors
New York
$259K +$1.29K +16 +0.5%
WBC
695
Westpac Banking Corp
Australia
$258K +$5.7K +71 +2%
CPC
696
Consolidated Planning Corp
Georgia
$258K -$63.4K -790 -20%
AA
697
Apriem Advisors
California
$257K – – –
PTC
698
Private Trust Company
Ohio
$253K -$46.5K -580 -16%
SFG
699
Sovereign Financial Group
Connecticut
$252K +$80 +1 +0%
RZH
700
Relyea Zuckerberg Hanson
Connecticut
$251K +$321 +4 +0.1%
26 27
28
29 30