IRM icon

Iron Mountain
IRM

Overview Fund Activity

886 hedge funds and large institutions have $16.6B invested in Iron Mountain in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
+59
Holders Change %
+7.13%
% of All Funds
12.99%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
134
Increased
276
Reduced
345
Closed
64
Calls
$110M
Puts
$76.5M
Net Calls
+$33.8M
Net Calls Change
-$29.5M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.57B
2
Morgan Stanley
Morgan Stanley
New York
$516M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$286M
4
BlackRock
BlackRock
New York
$1.63B
5
Prudential Financial
Prudential Financial
New Jersey
$156M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$288M
2
Northern Trust
Northern Trust
Illinois
$219M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$493M
4
EIP
Epoch Investment Partners
New York
$138M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.24B
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
776
Valley National Advisers
Pennsylvania
$53K +$5.51K +80 +12%
LC
777
Lindbrook Capital
California
$52.6K +$10.1K +144 +24%
CT
778
Cambridge Trust
Massachusetts
$51.4K – – –
RIM
779
Rakuten Investment Management
Japan
$51K +$51K +722 New
AWM
780
AllSquare Wealth Management
New York
$49.8K – – –
TWD
781
True Wealth Design
Ohio
$49.1K +$560 +8 +1%
TFIPS
782
Towarzystwo Funduszy Inwestycyjnych PZU SA
$49K +$49K +700 New
EC
783
EdgeRock Capital
Colorado
$48.8K +$48.8K +706 New
BCMLT
784
Beacon Capital Management LLC (Tennessee)
Tennessee
$48.8K – – –
CJ
785
Caitlin John
Michigan
$48.4K +$48.4K +685 New
GIA
786
GHP Investment Advisors
Colorado
$46.5K -$6.09K -87 -12%
HIA
787
Harbor Investment Advisory
Maryland
$43.3K +$14.1K +201 +48%
MC
788
Muzinich & Co
New York
$41.1K – – –
FA
789
Financial Avengers
California
$40.2K +$420 +6 +1%
MSG
790
Main Street Group
Virginia
$39.6K +$39.6K +566 New
WB
791
Webster Bank
Connecticut
$39K – – –
CWM
792
Compass Wealth Management
Connecticut
$36.7K – – –
SS
793
Sunbelt Securities
Texas
$36.2K +$70 +1 +0.2%
WTG
794
West Tower Group
Virginia
$35.8K -$8.05K -115 -18%
TCG
795
Transcendent Capital Group
Oklahoma
$35.7K +$35.7K +510 New
HBW
796
Hazlett, Burt & Watson
West Virginia
$35K – – –
HWA
797
Heritage Wealth Advisors
Virginia
$35K +$35K +500 New
MCM
798
Manchester Capital Management
Vermont
$33.4K +$3.64K +52 +12%
HDIM
799
Hanson & Doremus Investment Management
Vermont
$33K – – –
BWM
800
Baystate Wealth Management
Massachusetts
$32.8K +$350 +5 +1%
30 31
32
33 34