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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.

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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$277M
2
Invesco
Invesco
Georgia
$161M
3
Deutsche Bank
Deutsche Bank
Germany
$309M
4
Citadel Advisors
Citadel Advisors
Florida
$102M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
726
Aberdeen Wealth Management
Illinois
$231K +$231K +2,877 New
BFM
727
Boothbay Fund Management
New York
$230K +$230K +2,864 New
NAM
728
NorthCrest Asset Manangement
Minnesota
$230K – – –
PVI
729
Pine Valley Investments
New Jersey
$229K -$14K -175 -6%
DWP
730
Daymark Wealth Partners
Ohio
$226K -$5.53K -69 -2%
SRL
731
Scientech Research LLC
New Jersey
$224K +$224K +2,796 New
CI Investments Inc
732
CI Investments Inc
Ontario, Canada
$224K +$159K +1,987 +246%
XF
733
XML Financial
Maryland
$224K -$22.2K -277 -9%
AFG
734
Atomi Financial Group
New York
$224K +$224K +2,790 New
NGA
735
Naples Global Advisors
Florida
$222K +$222K +2,750 New
PJSIMP
736
P.J. Schmidt Investment Management (PJS)
Wisconsin
$221K +$221K +2,760 New
IP
737
Ignite Planners
California
$221K -$1.24M -15,552 -85%
BFS
738
Bradley Foster & Sargent
Connecticut
$221K +$221K +2,751 New
HSA
739
HBK Sorce Advisory
Pennsylvania
$217K +$217K +2,702 New
IHL
740
Investment House LLC
California
$217K +$217K +2,700 New
SAM
741
Seelaus Asset Management
New Jersey
$217K +$217K +2,700 New
AIM
742
Allen Investment Management
New York
$216K +$216K +2,696 New
MAS
743
Meeder Advisory Services
Ohio
$215K +$215K +2,680 New
DAS
744
Dynamic Advisor Solutions
Arizona
$215K +$215K +2,675 New
VA
745
Vident Advisory
Georgia
$211K +$211K +2,630 New
FAIM
746
Financial Advocates Investment Management
Washington
$210K +$210K +2,616 New
SCM
747
Saxony Capital Management
Missouri
$209K +$209K +2,610 New
SWM
748
Segment Wealth Management
Texas
$209K +$209K +2,600 New
SWM
749
Seed Wealth Management
Illinois
$208K +$208K +2,620 New
IAS
750
Insigneo Advisory Services
Florida
$208K +$208K +2,570 New
28 29
30
31 32