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Iron Mountain
IRM

Overview Fund Activity

783 hedge funds and large institutions have $11.9B invested in Iron Mountain in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 301 increasing their positions, 264 reducing their positions, and 54 closing their positions.

Holders
783
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
12.53%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
72
Increased
301
Reduced
264
Closed
54
Calls
$169M
Puts
$82.1M
Net Calls
+$87M
Net Calls Change
+$14.1M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$155M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$411M
3
Bank of America
3
Bank of America
North Carolina
$80.4M
4
Deutsche Bank
4
Deutsche Bank
Germany
$243M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$52.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$117M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
3
LSV Asset Management
3
LSV Asset Management
Illinois
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$26.3M
5
Barclays
5
Barclays
United Kingdom
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$25.7M -$253K -4,774 -1%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$25.1M +$614K +11,608 +3%
MHIC
53
Marble Harbor Investment Counsel
Massachusetts
$24.8M -$152K -2,868 -0.6%
National Pension Service
54
National Pension Service
South Korea
$24.2M -$2.31M -44,515 -9%
Prudential Financial
55
Prudential Financial
New Jersey
$23.6M +$10.7M +213,777 +83%
LPL Financial
56
LPL Financial
California
$22.8M -$81.2K -1,535 -0.4%
CPC
57
Cookson Peirce & Co
Pennsylvania
$22M +$204K +3,849 +0.9%
DZ Bank
58
DZ Bank
Germany
$22M +$7.66M +144,715 +53%
Aviva
59
Aviva
United Kingdom
$22M +$10.4M +196,371 +90%
AllianceBernstein
60
AllianceBernstein
Tennessee
$20.9M -$1.66M -31,460 -7%
Nomura Asset Management
61
Nomura Asset Management
Japan
$20.8M +$255K +4,821 +1%
RJA
62
Raymond James & Associates
Florida
$20.7M -$748K -14,146 -3%
Mitsubishi UFJ Asset Management
63
Mitsubishi UFJ Asset Management
Japan
$20.4M +$1.93M +36,547 +10%
CS
64
Credit Suisse
Switzerland
$20.4M -$1.75M -33,057 -8%
BCM
65
Brookstone Capital Management
Illinois
$19.3M +$2.45M +46,106 +15%
TD Asset Management
66
TD Asset Management
Ontario, Canada
$19M +$843K +15,931 +5%
William Blair & Company
67
William Blair & Company
Illinois
$19M -$163K -3,090 -0.9%
Principal Financial Group
68
Principal Financial Group
Iowa
$18.9M +$87.4K +1,651 +0.5%
Citigroup
69
Citigroup
New York
$18.8M +$5.33M +100,699 +40%
AIA
70
Avalon Investment & Advisory
Texas
$18.6M -$360K -6,810 -2%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$18.1M -$5.85M -110,580 -24%
Mirae Asset Global Investments
72
Mirae Asset Global Investments
South Korea
$18M -$3.88M -73,415 -18%
SO
73
STRS Ohio
Ohio
$17.4M -$3.18M -60,168 -15%
AHC
74
Adell Harriman & Carpenter
Texas
$17.2M +$238K +4,490 +1%
DIA
75
Dana Investment Advisors
Wisconsin
$17.2M -$181K -3,423 -1%
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