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Iron Mountain
IRM

Overview Fund Activity

783 hedge funds and large institutions have $11.9B invested in Iron Mountain in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 301 increasing their positions, 264 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
12.53%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
72
Increased
301
Reduced
264
Closed
54
Calls
$169M
Puts
$82.1M
Net Calls
+$87M
Net Calls Change
+$14.1M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$155M
2
Geode Capital Management
Geode Capital Management
Massachusetts
$411M
3
Bank of America
Bank of America
North Carolina
$80.4M
4
Deutsche Bank
Deutsche Bank
Germany
$243M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$52.5M

Top Sellers

1
Invesco
Invesco
Georgia
$117M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
3
LSV Asset Management
LSV Asset Management
Illinois
$0
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$26.3M
5
Barclays
Barclays
United Kingdom
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
776
Versant Capital Management
Arizona
$838 – – –
GI
777
Gradient Investments
Minnesota
$529 – – –
ECM
778
Everence Capital Management
Indiana
$459 – – –
WWM
779
Wolff Wiese Magana
California
$265 +$265 +5 New
FCA
780
Fortis Capital Advisors
Kansas
$159 -$53 -1 -25%
KFI
781
Key Financial Inc
Pennsylvania
$53 – – –
CIMLRA
782
CBRE Investment Management Listed Real Assets
Pennsylvania
– -$61.7M -1,237,999 Closed
LSV Asset Management
783
LSV Asset Management
Illinois
– -$57.6M -1,155,544 Closed
BFG
784
Berger Financial Group
Minnesota
– -$5.19M -104,120 Closed
BA
785
Bridgewater Associates
Connecticut
– -$4.52M -90,623 Closed
Renaissance Technologies
786
Renaissance Technologies
New York
– -$4.02M -80,600 Closed
CSS
787
Cubist Systematic Strategies
Connecticut
– -$2.73M -54,819 Closed
E
788
Ergoteles
New York
– -$2.56M -51,271 Closed
DBG
789
De Burlo Group
Massachusetts
– -$2.34M -47,000 Closed
Simplex Trading
790
Simplex Trading
Illinois
– -$1.58M -31,638 Closed
Connor, Clark & Lunn Investment Management (CC&L)
791
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.39M -27,801 Closed
NIP
792
Nicholas Investment Partners
California
– -$1.13M -22,696 Closed
RA
793
Rational Advisors
New York
– -$1.03M -20,675 Closed
Voloridge Investment Management
794
Voloridge Investment Management
Florida
– -$750K -15,051 Closed
Los Angeles Capital Management
795
Los Angeles Capital Management
California
– -$748K -15,007 Closed
Tudor Investment Corp
796
Tudor Investment Corp
Connecticut
– -$570K -11,442 Closed
PAM
797
Panagora Asset Management
Massachusetts
– -$531K -10,650 Closed
USAA
798
United Services Automobile Association
Texas
– -$528K -10,601 Closed
VF
799
Virtu Financial
New York
– -$461K -9,244 Closed
DTL
800
Dynamic Technology Lab
Singapore
– -$325K -6,525 Closed
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