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Iron Mountain
IRM

Overview Fund Activity

827 hedge funds and large institutions have $13.7B invested in Iron Mountain in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 290 increasing their positions, 312 reducing their positions, and 63 closing their positions.

Holders
827
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.21%
New
88
Increased
290
Reduced
312
Closed
63
Calls
$129M
Puts
$65.6M
Net Calls
+$63.3M
Net Calls Change
+$7.46M

Top Buyers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$202M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$179M
3
Citadel Advisors
3
Citadel Advisors
Florida
$108M
4
Ameriprise
4
Ameriprise
Minnesota
$104M
5
Invesco
5
Invesco
Georgia
$193M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.12B
2
Amundi
2
Amundi
France
$160M
3
State Street
3
State Street
Massachusetts
$793M
4
Charles Schwab
4
Charles Schwab
California
$183M
5
IIM
5
INTECH Investment Management
Florida
$9.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
51
Brookfield Corp
Ontario, Canada
$34.2M 575,809 +575,809 New
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$33.8M 568,244 -30,480 -5%
Asset Management One
53
Asset Management One
Japan
$33.7M 567,274 -108,110 -16%
Barclays
54
Barclays
United Kingdom
$33.6M 564,488 -35,105 -6%
CS
55
Credit Suisse
Switzerland
$31.9M 535,844 +12,873 +2%
Stifel Financial
56
Stifel Financial
Missouri
$28.7M 483,519 -32,848 -6%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$28.2M 474,443 -1,106 -0.2%
LPL Financial
58
LPL Financial
California
$28.2M 473,604 +2,338 +0.5%
MHIC
59
Marble Harbor Investment Counsel
Massachusetts
$27.4M 461,402 -5,507 -1%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$27.1M 455,449 -20,200 -4%
Mitsubishi UFJ Asset Management
61
Mitsubishi UFJ Asset Management
Japan
$25.9M 435,101 +11,123 +3%
National Pension Service
62
National Pension Service
South Korea
$24.8M 413,929 -14,260 -3%
Pacer Advisors
63
Pacer Advisors
Pennsylvania
$24.2M 407,677 -86,072 -17%
Nomura Asset Management
64
Nomura Asset Management
Japan
$24.1M 405,661 +3,657 +0.9%
CPC
65
Cookson Peirce & Co
Pennsylvania
$24.1M 405,203 -2,856 -0.7%
AllianceBernstein
66
AllianceBernstein
Tennessee
$21.7M 364,810 -32,765 -8%
State of Tennessee, Department of Treasury
67
State of Tennessee, Department of Treasury
Tennessee
$21.6M 362,537 +260,042 +254%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$21.5M 360,586 -8,606 -2%
Voloridge Investment Management
69
Voloridge Investment Management
Florida
$21.4M 359,924 +288,309 +403%
RJA
70
Raymond James & Associates
Florida
$21.4M 359,759 +3,037 +0.9%
William Blair & Company
71
William Blair & Company
Illinois
$21M 353,827 +1,176 +0.3%
Principal Financial Group
72
Principal Financial Group
Iowa
$21M 353,664 +9,971 +3%
Mirae Asset Global Investments
73
Mirae Asset Global Investments
South Korea
$20.5M 345,344 +22,766 +7%
Balyasny Asset Management
74
Balyasny Asset Management
Illinois
$19.4M 326,624 +310,607 +1,939%
AHC
75
Adell Harriman & Carpenter
Texas
$19.4M 325,631 +4,520 +1%
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