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Iron Mountain
IRM

Overview Fund Activity

810 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, 283 increasing their positions, 289 reducing their positions, and 50 closing their positions.

Holders
810
Holders Change
+27
Holders Change %
+3.45%
% of All Funds
12.78%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
86
Increased
283
Reduced
289
Closed
50
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.2M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$439M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$106M
3
Prudential Financial
3
Prudential Financial
New Jersey
$74.7M
4
BNP Paribas Asset Management
4
BNP Paribas Asset Management
France
$40.8M
5
Amundi
5
Amundi
France
$217M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.16B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.66B
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$0
4
Bank of America
4
Bank of America
North Carolina
$50.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$249M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$31.2M 549,059 -131,028 -19%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$29.9M 525,374 -70,844 -12%
CS
53
Credit Suisse
Switzerland
$29.7M 522,971 +136,911 +35%
Stifel Financial
54
Stifel Financial
Missouri
$29.3M 516,367 -91,044 -15%
Pacer Advisors
55
Pacer Advisors
Pennsylvania
$28.1M 493,749 -156,402 -24%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$27M 475,649 -10,840 -2%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$27M 475,549 +1,678 +0.4%
LPL Financial
58
LPL Financial
California
$26.8M 471,266 +40,629 +9%
MHIC
59
Marble Harbor Investment Counsel
Massachusetts
$26.5M 466,909 -1,855 -0.4%
DZ Bank
60
DZ Bank
Germany
$25.3M 444,705 +28,997 +7%
Millennium Management
61
Millennium Management
New York
$25M 440,687 +269,813 +158%
Mitsubishi UFJ Asset Management
62
Mitsubishi UFJ Asset Management
Japan
$24.1M 423,978 +37,858 +10%
National Pension Service
63
National Pension Service
South Korea
$24M 428,189 -39,135 -8%
SG Americas Securities
64
SG Americas Securities
New York
$23.6M 414,783 +105,494 +34%
CPC
65
Cookson Peirce & Co
Pennsylvania
$23.2M 408,059 -7,799 -2%
Nomura Asset Management
66
Nomura Asset Management
Japan
$22.8M 402,004 +9,200 +2%
AllianceBernstein
67
AllianceBernstein
Tennessee
$22.6M 397,575 +3,186 +0.8%
Corient Private Wealth
68
Corient Private Wealth
Florida
$22.4M 393,465 +352,788 +867%
BCM
69
Brookstone Capital Management
Illinois
$21.4M 368,952 +6,615 +2%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$20.9M 369,192 +52,342 +17%
Aviva
71
Aviva
United Kingdom
$20.8M 366,678 -48,955 -12%
RJA
72
Raymond James & Associates
Florida
$20.3M 356,722 -34,291 -9%
William Blair & Company
73
William Blair & Company
Illinois
$20M 352,651 -5,820 -2%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$19.7M 346,054 +30,254 +10%
Principal Financial Group
75
Principal Financial Group
Iowa
$19.5M 343,693 -13,714 -4%
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