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Iron Mountain
IRM

Overview Fund Activity

777 hedge funds and large institutions have $11.5B invested in Iron Mountain in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 299 increasing their positions, 250 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
+39
Holders Change %
+5.28%
% of All Funds
12.54%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
93
Increased
299
Reduced
250
Closed
39
Calls
$159M
Puts
$86.1M
Net Calls
+$72.8M
Net Calls Change
-$36.2M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$351M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$71.4M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$61.7M
4
Capital World Investors
4
Capital World Investors
California
$1.27B
5
Northern Trust
5
Northern Trust
Illinois
$186M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$5K
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$29M
3
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$180M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$129M
5
Handelsbanken Fonder
5
Handelsbanken Fonder
Sweden
$4.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$27.4M +$3.17M +63,561 +13%
Marshall Wace
52
Marshall Wace
United Kingdom
$26.7M +$13M +260,985 +95%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$26M +$13.1M +264,202 +102%
National Pension Service
54
National Pension Service
South Korea
$25.5M +$510K +10,238 +2%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$24.5M +$203K +4,081 +0.8%
MHIC
56
Marble Harbor Investment Counsel
Massachusetts
$23.5M +$184K +3,692 +0.8%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$23M +$832K +16,689 +4%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$22.5M -$409K -8,201 -2%
SG Americas Securities
59
SG Americas Securities
New York
$21.6M +$20.6M +412,247 +2,015%
LPL Financial
60
LPL Financial
California
$21.5M +$1.21M +24,295 +6%
Citadel Advisors
61
Citadel Advisors
Florida
$21.5M +$12.1M +242,403 +128%
AllianceBernstein
62
AllianceBernstein
Tennessee
$21.2M -$1.62M -32,402 -7%
CS
63
Credit Suisse
Switzerland
$20.9M +$1.45M +29,102 +7%
Mirae Asset Global Investments
64
Mirae Asset Global Investments
South Korea
$20.6M +$324K +6,509 +2%
CPC
65
Cookson Peirce & Co
Pennsylvania
$20.5M +$387K +7,763 +2%
RJA
66
Raymond James & Associates
Florida
$20.2M +$326K +6,545 +2%
SO
67
STRS Ohio
Ohio
$19.4M +$4.25M +85,301 +28%
Nomura Asset Management
68
Nomura Asset Management
Japan
$19.3M +$1.25M +25,074 +7%
William Blair & Company
69
William Blair & Company
Illinois
$18M +$235K +4,716 +1%
AIA
70
Avalon Investment & Advisory
Texas
$17.9M -$54.3K -1,089 -0.3%
Principal Financial Group
71
Principal Financial Group
Iowa
$17.7M -$345K -6,915 -2%
Mitsubishi UFJ Asset Management
72
Mitsubishi UFJ Asset Management
Japan
$17.4M +$1.41M +28,322 +9%
TD Asset Management
73
TD Asset Management
Ontario, Canada
$17.1M +$1.23M +24,770 +8%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$16.9M -$112K -2,238 -0.7%
UBV
75
United Bank (Virginia)
Virginia
$16.7M +$390K +7,823 +2%
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