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Iron Mountain
IRM

Overview Fund Activity

959 hedge funds and large institutions have $22.2B invested in Iron Mountain in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 327 increasing their positions, 370 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+26
Holders Change %
+2.79%
% of All Funds
13.95%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.26%
New
103
Increased
327
Reduced
370
Closed
60
Calls
$184M
Puts
$104M
Net Calls
+$79.4M
Net Calls Change
+$49.9M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.5B
2
State Street
2
State Street
Massachusetts
$1.58B
3
Legal & General Group
3
Legal & General Group
United Kingdom
$309M
4
AM
4
AGF Management
Ontario, Canada
$201M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$216M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
UBS AM
2
UBS AM
Illinois
$44.6M
3
Millennium Management
3
Millennium Management
New York
$6.99M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
Amundi
5
Amundi
France
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
726
Kovack Advisors
Florida
$253K +$253K +2,824 New
WPC
727
Wedmont Private Capital
Pennsylvania
$250K +$250K +2,604 New
PJSIMP
728
P.J. Schmidt Investment Management (PJS)
Wisconsin
$247K – – –
DWP
729
Daymark Wealth Partners
Ohio
$247K -$5.38K -60 -2%
TPM
730
Triasima Portfolio Management
Quebec, Canada
$246K -$17.9K -200 -7%
PVI
731
Pine Valley Investments
New Jersey
$246K -$8.96K -100 -4%
DAS
732
Dynamic Advisor Solutions
Arizona
$246K +$6.63K +74 +3%
NGA
733
Naples Global Advisors
Florida
$244K -$4.51K -50 -2%
MC
734
Machina Capital
France
$243K -$547K -6,103 -69%
ACA
735
Aptus Capital Advisors
Alabama
$242K -$65.6K -732 -21%
IHL
736
Investment House LLC
California
$242K – – –
SAM
737
Seelaus Asset Management
New Jersey
$242K – – –
AIM
738
Allen Investment Management
New York
$242K – – –
GVAG
739
Great Valley Advisor Group
Delaware
$239K -$33.9K -379 -12%
AWA
740
Arkadios Wealth Advisors
Georgia
$238K +$238K +2,654 New
IP
741
Ignite Planners
California
$236K -$18.5K -202 -7%
FAIM
742
Financial Advocates Investment Management
Washington
$235K +$627 +7 +0.3%
SWM
743
Seed Wealth Management
Illinois
$235K – – –
PPWP
744
Premier Path Wealth Partners
New Jersey
$234K +$234K +2,609 New
SWM
745
Segment Wealth Management
Texas
$233K – – –
HKIMG
746
Hutchens & Kramer Investment Management Group
Indiana
$232K -$1.17K -13 -0.5%
SCM
747
Saxony Capital Management
Missouri
$231K -$3.05K -34 -1%
PIA
748
Perennial Investment Advisors
California
$228K +$1.08K +12 +0.5%
1WM
749
1858 Wealth Management
Ohio
$227K +$227K +2,532 New
PFS
750
Prospera Financial Services
Texas
$226K +$226K +2,523 New
28 29
30
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