Iron Mountain
1,050 hedge funds and large institutions have $28.8B invested in Iron Mountain in 2024 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 323 increasing their positions, 416 reducing their positions, and 66 closing their positions.
144% more first-time investments, than exits
New positions opened: 161 | Existing positions closed: 66
61% more call options, than puts
Call options by funds: $357M | Put options by funds: $222M
33% more funds holding in top 10
Funds holding in top 10: 18 → 24 (+6)
30% more capital invested
Capital invested by funds: $22.2B → $28.8B (+$6.56B)
9% more funds holding
Funds holding: 965 → 1,050 (+85)
1.89% less ownership
Funds ownership: 84.59% → 82.7% (-1.9%)
22% less repeat investments, than reductions
Existing positions increased: 323 | Existing positions reduced: 416
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$366M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$286M |
| 3 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$112M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$63.6M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$570M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$287M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$149M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$105M |
| 5 |
State Street
Boston,
Massachusetts
|
-$101M |
IRM Hedge Fund Activity: Q3 2024 in Review
1,050 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2024, worth a combined $28.8B — up 30% from $22.2B a quarter earlier.
Buyers outnumbered sellers: 161 funds opened new IRM positions and 66 closed out — a net gain of 95 holders — while 323 added to existing stakes and 416 trimmed.
The largest buyer was BlackRock, adding an estimated $366M. The largest seller was Cohen & Steers, cutting an estimated $570M.
- 1,050 institutional investors held Iron Mountain (IRM) as of Q3 2024, up from 965 in Q2 2024.
- Funds reported $28.8B of Iron Mountain stock for Q3 2024, up 30% quarter-over-quarter.
- 161 funds opened new Iron Mountain positions in Q3 2024 and 66 closed out, a net change of +95 holders.
- The largest Iron Mountain buyer in Q3 2024 was BlackRock, an estimated $366M added.
- The largest Iron Mountain seller in Q3 2024 was Cohen & Steers, an estimated $570M sold.
Based on aggregated 13F filings for Q3 2024.