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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
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 %
BFM
701
Boston Financial Management
Massachusetts
$278K – – –
MMA
702
Miracle Mile Advisors
California
$277K -$2.24K -25 -0.8%
AIP
703
Ameritas Investment Partners
Nebraska
$276K -$14.3K -160 -5%
FRM
704
Fox Run Management
Connecticut
$275K +$275K +3,072 New
CI
705
Cigna Investments
Connecticut
$273K -$4.67K -52 -2%
CYG
706
Clean Yield Group
Vermont
$269K – – –
FTWA
707
Fifth Third Wealth Advisors
Ohio
$267K +$267K +2,980 New
GI
708
GAMMA Investing
California
$267K +$105K +1,173 +65%
FDS
709
First Dallas Securities
Texas
$267K -$213K -2,375 -44%
EDRH
710
Edmond de Rothschild Holding
Switzerland
$266K – – –
JF
711
Jump Financial
Illinois
$265K -$2.99M -33,344 -92%
IAS
712
IMA Advisory Services
Colorado
$265K – – –
DWM
713
Destination Wealth Management
California
$264K – – –
CCT
714
Capital City Trust
Florida
$263K – – –
CAG
715
Crestwood Advisors Group
Massachusetts
$263K +$627 +7 +0.2%
SIA
716
Schechter Investment Advisors
Michigan
$262K – – –
CFG
717
Cooper Financial Group
California
$262K +$179 +2 +0.1%
COCM
718
Charter Oak Capital Management
New Hampshire
$261K +$261K +2,915 New
CW
719
Channel Wealth
California
$260K -$8.96K -100 -3%
RZH
720
Relyea Zuckerberg Hanson
Connecticut
$259K -$21.2K -236 -8%
ECM
721
Evergreen Capital Management
Washington
$259K +$90 +1 +0%
AWM
722
Aberdeen Wealth Management
Illinois
$258K – – –
KFGK
723
Keystone Financial Group (Kentucky)
Kentucky
$255K +$255K +2,851 New
IAS
724
Insigneo Advisory Services
Florida
$255K -$13K -125 -5%
NAM
725
NorthCrest Asset Manangement
Minnesota
$253K -$3.32K -37 -1%
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