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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 %
CW
701
CreativeOne Wealth
Kansas
$250K +$9.06K +113 +4%
MMA
702
Miracle Mile Advisors
California
$250K +$8.42K +105 +3%
CI
703
Cigna Investments
Connecticut
$249K – – –
AIM
704
Aspen Investment Management
Michigan
$249K +$249K +3,110 New
BFM
705
Boston Financial Management
Massachusetts
$249K – – –
CAM
706
Cresset Asset Management
Illinois
$246K -$2.81K -35 -1%
GVAG
707
Great Valley Advisor Group
Delaware
$245K +$245K +3,052 New
OTL
708
Oak Thistle LLC
New York
$244K +$244K +3,039 New
FA
709
FDx Advisors
Illinois
$242K -$75.2K -936 -24%
CYG
710
Clean Yield Group
Vermont
$241K – – –
CW
711
Channel Wealth
California
$241K – – –
WT
712
Whittier Trust
California
$239K – – –
PA
713
Parallel Advisors
California
$239K +$7.62K +95 +3%
EDRH
714
Edmond de Rothschild Holding
Switzerland
$238K +$95.7K +1,193 +67%
IAS
715
IMA Advisory Services
Colorado
$237K – – –
TPM
716
Triasima Portfolio Management
Quebec, Canada
$237K -$60.2K -750 -20%
DWM
717
Destination Wealth Management
California
$236K – – –
IA
718
IFP Advisors
Florida
$236K -$113K -1,404 -32%
DLA
719
Douglas Lane & Associates
New York
$236K – – –
CCT
720
Capital City Trust
Florida
$236K – – –
CAG
721
Crestwood Advisors Group
Massachusetts
$235K +$235K +2,931 New
SIA
722
Schechter Investment Advisors
Michigan
$235K +$235K +2,928 New
CFG
723
Cooper Financial Group
California
$235K +$235K +2,924 New
MCCP
724
Mission Creek Capital Partners
California
$234K -$4.65K -58 -2%
ECM
725
Evergreen Capital Management
Washington
$232K +$1.7K +21 +0.7%
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