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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 %
FCP
751
Fidelis Capital Partners
Florida
$223K +$223K +2,114 New
FCG
752
Fielder Capital Group
Tennessee
$217K +$217K +2,422 New
JIC
753
Johnson Investment Counsel
Ohio
$215K -$10K -112 -4%
BA
754
Bristlecone Advisors
Washington
$215K +$215K +2,404 New
MW
755
Maia Wealth
Colorado
$215K +$215K +2,202 New
GP
756
Girard Partners
Pennsylvania
$214K +$214K +2,389 New
FA
757
FDx Advisors
Illinois
$214K -$55.4K -619 -21%
MWM
758
Mission Wealth Management
California
$212K +$212K +2,371 New
CGL
759
Clarius Group LLC
Washington
$210K -$19K -212 -8%
DWM
760
Dakota Wealth Management
Florida
$209K -$15.1K -168 -7%
MSFS
761
Main Street Financial Solutions
Pennsylvania
$208K +$208K +2,325 New
BFC
762
Bedel Financial Consulting
Indiana
$207K +$207K +2,307 New
CIC
763
Carnegie Investment Counsel
Ohio
$207K +$207K +2,305 New
PAM
764
Pegasus Asset Management
New York
$206K -$824K -9,195 -80%
CBTWT
765
Community Bank & Trust (Waco, Texas)
Texas
$206K -$89.6K -1,000 -30%
GLA
766
Good Life Advisors
Pennsylvania
$206K +$206K +2,294 New
AFP
767
Ausdal Financial Partners
Iowa
$205K +$205K +2,288 New
MSAM
768
Moloney Securities Asset Management
Missouri
$202K +$202K +2,255 New
HCM
769
Hodges Capital Management
Texas
$202K -$673K -7,507 -77%
FDCP
770
Foster Dykema Cabot & Partners
Massachusetts
$202K +$202K +2,249 New
SCM
771
Stevens Capital Management
Pennsylvania
$201K +$201K +2,245 New
BIG
772
Brooklyn Investment Group
New York
$201K – – –
MFA
773
Mayflower Financial Advisors
Massachusetts
$200K +$200K +2,234 New
NL
774
NVWM LLC
Pennsylvania
$195K +$451 +5 +0.2%
Lazard Asset Management
775
Lazard Asset Management
New York
$190K -$14M -156,126 -99%
29 30
31
32 33