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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 %
FFA
776
Farther Finance Advisors
California
$186K -$29K -323 -13%
CFB
777
Cullen/Frost Bankers
Texas
$181K +$1.52K +17 +0.9%
BWP
778
Baldwin Wealth Partners
Massachusetts
$180K – – –
FP
779
Financial Perspectives
Minnesota
$179K – – –
DMBA
780
Deseret Mutual Benefit Administrators
Utah
$177K -$1.61K -18 -0.9%
MMG
781
Monetary Management Group
Missouri
$161K – – –
AA
782
Addison Advisors
Vermont
$160K -$13.4K -150 -8%
NFSG
783
Newbridge Financial Services Group
Florida
$156K +$93.7K +1,045 +149%
TFA
784
Toth Financial Advisory
Virginia
$152K -$79.2K -884 -34%
MRCM
785
M&R Capital Management
New Jersey
$151K -$179 -2 -0.1%
NP
786
Ninepoint Partners
Ontario, Canada
$150K – – –
PIM
787
Plato Investment Management
Australia
$149K – – –
CTC
788
Central Trust Company
Missouri
$148K -$47.9K -535 -25%
GWM
789
Geneos Wealth Management
Colorado
$146K -$273K -3,050 -65%
TVWM
790
Tower View Wealth Management
Wisconsin
$145K +$1.25K +14 +0.9%
SNB
791
Security National Bank
Nebraska
$145K – – –
ATPW
792
Ashton Thomas Private Wealth
Arizona
$145K +$145K +1,619 New
OP
793
ORG Partners
Indiana
$144K +$144K +1,609 New
SIC
794
SJS Investment Consulting
Ohio
$143K – – –
FFC
795
First Financial Corp
Indiana
$134K – – –
EWA
796
EverSource Wealth Advisors
Alabama
$134K +$35.8K +349 +37%
QCG
797
Quadrant Capital Group
Ohio
$132K -$2.69K -30 -2%
FFO
798
Fortitude Family Office
Arizona
$132K – – –
CI Investments Inc
799
CI Investments Inc
Ontario, Canada
$125K -$126K -1,405 -50%
PCM
800
Penserra Capital Management
California
$123K -$294K -3,287 -71%
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