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

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
UBS AM
2
UBS AM
Illinois
$44.6M
3
Millennium Management
3
Millennium Management
New York
$6.99M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
Amundi
5
Amundi
France
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIG
676
Lokken Investment Group
Delaware
$311K – – –
BFA
677
Beaumont Financial Advisors
Massachusetts
$308K -$11.7K -130 -4%
IAIM
678
International Assets Investment Management
Florida
$308K +$3.14K +35 +1%
NFG
679
Nations Financial Group
Iowa
$305K – – –
Kovitz Investment Group Partners
680
Kovitz Investment Group Partners
Illinois
$304K +$269 +3 +0.1%
CAM
681
Cresset Asset Management
Illinois
$304K +$28.4K +317 +10%
RIS
682
Retirement Income Solutions
Michigan
$300K – – –
AMG
683
Advisors Management Group
Wisconsin
$297K -$21.5K -240 -7%
GA
684
Geller Advisors
New York
$296K +$7.13K +79 +2%
JCM
685
Jacobi Capital Management
Pennsylvania
$295K +$358 +4 +0.1%
MAS
686
Meeder Advisory Services
Ohio
$295K +$55.1K +615 +23%
TSS
687
Two Sigma Securities
New York
$293K +$2.33K +26 +0.8%
AIM
688
Aspen Investment Management
Michigan
$292K +$13.4K +150 +5%
KWS
689
Keystone Wealth Services
California
$292K – – –
CCG
690
Cypress Capital Group
Florida
$290K – – –
PA
691
Parallel Advisors
California
$288K +$21.8K +243 +8%
ICA
692
Infrastructure Capital Advisors
New York
$288K -$3.41K -38 -1%
TW
693
TrinityPoint Wealth
Connecticut
$287K -$99K -1,105 -26%
AA
694
Apriem Advisors
California
$287K – – –
PTC
695
Private Trust Company
Ohio
$283K – – –
VA
696
Vident Advisory
Georgia
$283K +$46.9K +523 +20%
Empower Advisory Group
697
Empower Advisory Group
Colorado
$283K -$48.4K -540 -15%
SFG
698
Sovereign Financial Group
Connecticut
$282K – – –
IA
699
IFP Advisors
Florida
$279K +$15.4K +172 +6%
AIS
700
American Investment Services
Massachusetts
$278K +$278K +3,103 New
26 27
28
29 30