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Iron Mountain
IRM

Overview Fund Activity

933 hedge funds and large institutions have $19B invested in Iron Mountain in 2024 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 309 increasing their positions, 327 reducing their positions, and 68 closing their positions.

Holders
933
Holders Change
+47
Holders Change %
+5.3%
% of All Funds
13.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
125
Increased
309
Reduced
327
Closed
68
Calls
$141M
Puts
$111M
Net Calls
+$29.5M
Net Calls Change
-$4.32M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$119M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.9B
3
Millennium Management
3
Millennium Management
New York
$76.9M
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$71.8M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$128M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$277M
2
Invesco
2
Invesco
Georgia
$161M
3
Deutsche Bank
3
Deutsche Bank
Germany
$309M
4
Citadel Advisors
4
Citadel Advisors
Florida
$102M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$238M
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$51.1M 637,535 +462 +0.1%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$47.5M 592,773 +110,551 +23%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$47.1M 587,382 +167,661 +40%
Barclays
54
Barclays
United Kingdom
$47.1M 586,904 -185,416 -24%
Asset Management One
55
Asset Management One
Japan
$46.5M 580,202 -9,496 -2%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$46.5M 580,181 -28,037 -5%
BTCPP
57
Border to Coast Pensions Partnership
United Kingdom
$45M 561,040 – –
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$43.3M 540,387 -14,454 -3%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$41.7M 519,347 +139,864 +37%
Mitsubishi UFJ Asset Management
60
Mitsubishi UFJ Asset Management
Japan
$41.3M 515,260 +52,608 +11%
CS
61
Credit Suisse
Switzerland
$40.6M 505,639 -27,938 -5%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$37.5M 467,973 +6,770 +1%
Stifel Financial
63
Stifel Financial
Missouri
$37M 461,744 -15,869 -3%
LPL Financial
64
LPL Financial
California
$36.7M 458,001 -60,434 -12%
MHIC
65
Marble Harbor Investment Counsel
Massachusetts
$35.8M 446,081 -7,386 -2%
Nomura Asset Management
66
Nomura Asset Management
Japan
$34.1M 424,782 +11,911 +3%
National Pension Service
67
National Pension Service
South Korea
$33.5M 417,128 +3,199 +0.8%
BNP Paribas Asset Management
68
BNP Paribas Asset Management
France
$32.7M 408,068 -186,990 -31%
CPC
69
Cookson Peirce & Co
Pennsylvania
$31.9M 397,999 -838 -0.2%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$31.8M 397,036 +173,360 +78%
AllianceBernstein
71
AllianceBernstein
Tennessee
$30.1M 375,285 -32,004 -8%
Canada Life
72
Canada Life
Manitoba, Canada
$29.1M 362,134 +1,716 +0.5%
William Blair & Company
73
William Blair & Company
Illinois
$28M 349,411 +10,326 +3%
RJA
74
Raymond James & Associates
Florida
$28M 348,798 +8,118 +2%
Principal Financial Group
75
Principal Financial Group
Iowa
$27.9M 347,264 +10,011 +3%
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