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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.

New
Increased
Maintained
Reduced
Closed
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
Wellington Management Group
1
Wellington Management Group
Massachusetts
$179M
2
Citadel Advisors
2
Citadel Advisors
Florida
$108M
3
Ameriprise
3
Ameriprise
Minnesota
$104M
4
Invesco
4
Invesco
Georgia
$193M
5
HRES
5
Heitman Real Estate Securities
Illinois
$51.7M

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 Holding Trade Value Shares
Change 		Shares
Change %
TWD
726
True Wealth Design
Ohio
$41.2K +$416 +7 +1%
VNA
727
Valley National Advisers
Pennsylvania
$41K +$2.38K +40 +6%
NFSG
728
Newbridge Financial Services Group
Florida
$39.2K +$238 +4 +0.6%
TAM
729
Tucker Asset Management
Colorado
$38.9K – – –
GM
730
GeoWealth Management
Illinois
$38K +$19.4K +329 +104%
TFM
731
TFC Financial Management
Massachusetts
$37.5K +$37.5K +630 New
WTG
732
West Tower Group
Virginia
$37.3K -$27.2K -458 -42%
LC
733
Lindbrook Capital
California
$36.1K +$2.5K +42 +7%
MC
734
Muzinich & Co
New York
$34.9K +$34.9K +587 New
BONH
735
Bank of New Hampshire
New Hampshire
$34.2K – – –
FA
736
Financial Avengers
California
$33.7K +$357 +6 +1%
WB
737
Webster Bank
Connecticut
$33.1K – – –
CWM
738
Compass Wealth Management
Connecticut
$31.2K – – –
SS
739
Sunbelt Securities
Texas
$30.7K – – –
HBW
740
Hazlett, Burt & Watson
West Virginia
$30K – – –
BC
741
Barrett & Company
Rhode Island
$29.7K – – –
HDIM
742
Hanson & Doremus Investment Management
Vermont
$28K +$28K +475 New
BWM
743
Baystate Wealth Management
Massachusetts
$27.6K +$297 +5 +1%
BAM
744
Byrne Asset Management
New Jersey
$27K – – –
TCOV
745
Trust Company of Vermont
Vermont
$26.8K – – –
CI Investments Inc
746
CI Investments Inc
Ontario, Canada
$26K +$2.05K +35 +9%
JFGIW
747
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.6K – – –
MCM
748
Manchester Capital Management
Vermont
$25.3K +$24.9K +419 +6,983%
PP
749
PFS Partners
New Jersey
$24.9K – – –
HIA
750
Harbor Investment Advisory
Maryland
$24.8K +$11.9K +200 +92%
28 29
30
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