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Iron Mountain

816 hedge funds and large institutions have $12.9B invested in Iron Mountain in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 292 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

48% more call options, than puts

Call options by funds: $172M | Put options by funds: $116M

8% more capital invested

Capital invested by funds: $12B → $12.9B (+$940M)

3% more funds holding

Funds holding: 790816 (+26)

0.21% more ownership

Funds ownership: 77.68%77.89% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 292

Holders
816
Holders Change
+26
Holders Change %
+3.29%
% of All Funds
12.81%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
86
Increased
284
Reduced
292
Closed
51
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$31.2M -$7.17M -131,028 -19%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$29.9M -$3.88M -70,844 -12%
CS
53
Credit Suisse
Switzerland
$29.7M +$7.49M +136,911 +35%
Stifel Financial
54
Stifel Financial
Missouri
$29.3M -$4.98M -91,044 -15%
Pacer Advisors
55
Pacer Advisors
Pennsylvania
$28.1M -$8.56M -156,402 -24%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$27M -$593K -10,840 -2%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$27M +$91.9K +1,678 +0.4%
LPL Financial
58
LPL Financial
California
$26.8M +$2.22M +40,629 +9%
MHIC
59
Marble Harbor Investment Counsel
Massachusetts
$26.5M -$102K -1,855 -0.4%
DZ Bank
60
DZ Bank
Germany
$25.3M +$1.59M +28,997 +7%
Millennium Management
61
Millennium Management
New York
$25M +$14.8M +269,813 +158%
Mitsubishi UFJ Asset Management
62
Mitsubishi UFJ Asset Management
Japan
$24.1M +$2.07M +37,858 +10%
National Pension Service
63
National Pension Service
South Korea
$24M -$2.14M -39,135 -8%
SG Americas Securities
64
SG Americas Securities
New York
$23.6M +$5.77M +105,494 +34%
CPC
65
Cookson Peirce & Co
Pennsylvania
$23.2M -$427K -7,799 -2%
Nomura Asset Management
66
Nomura Asset Management
Japan
$22.8M +$504K +9,200 +2%
AllianceBernstein
67
AllianceBernstein
Tennessee
$22.6M +$174K +3,186 +0.8%
Corient Private Wealth
68
Corient Private Wealth
Florida
$22.4M +$19.3M +352,788 +867%
BCM
69
Brookstone Capital Management
Illinois
$21.4M +$362K +6,615 +2%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$20.9M +$2.87M +52,342 +17%
Aviva
71
Aviva
United Kingdom
$20.8M -$2.68M -48,955 -12%
RJA
72
Raymond James & Associates
Florida
$20.3M -$1.88M -34,291 -9%
William Blair & Company
73
William Blair & Company
Illinois
$20M -$319K -5,820 -2%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$19.7M +$1.66M +30,254 +10%
Principal Financial Group
75
Principal Financial Group
Iowa
$19.5M -$751K -13,714 -4%