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Iron Mountain
IRM

Overview Fund Activity

886 hedge funds and large institutions have $16.6B invested in Iron Mountain in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 64 closing their positions.

Holders
886
Holders Change
+59
Holders Change %
+7.13%
% of All Funds
12.99%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
134
Increased
276
Reduced
345
Closed
64
Calls
$110M
Puts
$76.5M
Net Calls
+$33.8M
Net Calls Change
-$29.5M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.57B
2
Morgan Stanley
2
Morgan Stanley
New York
$516M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$286M
4
BlackRock
4
BlackRock
New York
$1.63B
5
Prudential Financial
5
Prudential Financial
New Jersey
$156M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$288M
2
Northern Trust
2
Northern Trust
Illinois
$219M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$493M
4
EIP
4
Epoch Investment Partners
New York
$138M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.24B
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Asset Management
51
BNP Paribas Asset Management
France
$41.6M 595,058 -148,852 -20%
Asset Management One
52
Asset Management One
Japan
$41.6M 589,698 +22,424 +4%
BTCPP
53
Border to Coast Pensions Partnership
United Kingdom
$39.3M 561,040 -20,000 -3%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$38.8M 554,841 -23,717 -4%
CS
55
Credit Suisse
Switzerland
$37.3M 533,577 -2,267 -0.4%
LPL Financial
56
LPL Financial
California
$36.3M 518,435 +44,831 +9%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$35.3M 505,084 +191,676 +61%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$33.7M 482,222 +7,779 +2%
Stifel Financial
59
Stifel Financial
Missouri
$33.4M 477,613 -5,906 -1%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$32.3M 461,203 +5,754 +1%
MHIC
61
Marble Harbor Investment Counsel
Massachusetts
$31.7M 453,467 -7,935 -2%
Mitsubishi UFJ Asset Management
62
Mitsubishi UFJ Asset Management
Japan
$30.6M 462,652 +27,551 +6%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$29.4M 419,721 +59,135 +16%
National Pension Service
64
National Pension Service
South Korea
$29M 413,929 – –
Nomura Asset Management
65
Nomura Asset Management
Japan
$28.9M 412,871 +7,210 +2%
AllianceBernstein
66
AllianceBernstein
Tennessee
$28.5M 407,289 +42,479 +12%
CPC
67
Cookson Peirce & Co
Pennsylvania
$27.9M 398,837 -6,366 -2%
Pacer Advisors
68
Pacer Advisors
Pennsylvania
$26.6M 380,026 -27,651 -7%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$26.6M 379,483 -188,761 -33%
Canada Life
70
Canada Life
Manitoba, Canada
$25.1M 360,418 +45,860 +15%
BC
71
Brookfield Corp
Ontario, Canada
$24.7M 352,803 -223,006 -39%
Mirae Asset Global Investments
72
Mirae Asset Global Investments
South Korea
$24.3M 347,566 +2,222 +0.6%
RJA
73
Raymond James & Associates
Florida
$23.8M 340,680 -19,079 -5%
William Blair & Company
74
William Blair & Company
Illinois
$23.7M 339,085 -14,742 -4%
Principal Financial Group
75
Principal Financial Group
Iowa
$23.6M 337,253 -16,411 -5%
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