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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 %
PNAA
801
Pictet North America Advisors
Switzerland
– -$324K -6,500 Closed
BPC
802
Banque Pictet & Cie
Switzerland
– -$324K -6,500 Closed
XT
803
XTX Topco
Cayman Islands
– -$324K -6,496 Closed
MCCP
804
Mission Creek Capital Partners
California
– -$313K -6,274 Closed
KACA
805
Kayne Anderson Capital Advisors
California
– -$299K -6,000 Closed
MS
806
Maven Securities
Jersey
– -$289K -5,790 Closed
KFA
807
Kapstone Financial Advisors
Ohio
– -$328K -5,788 Closed
MCC
808
Money Concepts Capital
Florida
– -$273K -5,483 Closed
AMG
809
Advisors Management Group
Wisconsin
– -$257K -5,148 Closed
CA
810
Cullinan Associates
Kentucky
– -$255K -5,125 Closed
MAM
811
Meeder Asset Management
Ohio
– -$251K -5,037 Closed
NFG
812
Nations Financial Group
Iowa
– -$251K -5,036 Closed
GWM
813
Gitterman Wealth Management
New Jersey
– -$240K -4,821 Closed
GLA
814
Great Lakes Advisors
Illinois
– -$239K -4,796 Closed
EVM
815
Evelyn V. Moreno
– -$229K -4,600 Closed
ACM
816
Advisors Capital Management
New Jersey
– -$224K -4,486 Closed
SB
817
Strategic Blueprint
Georgia
– -$202K -4,058 Closed
LW
818
Linscomb Wealth
Texas
– -$202K -4,051 Closed
MGIA
819
Moneta Group Investment Advisors
Missouri
– -$207K -3,795 Closed
AWM
820
Activest Wealth Management
Florida
– -$136K -2,680 Closed
PI
821
PEAK6 Investments
Illinois
– -$127K -2,555 Closed
AWM
822
Accurate Wealth Management
Florida
– -$48.5K -966 Closed
PMEF
823
Point72 Middle East FZE
United Arab Emirates
– -$46.2K -927 Closed
DWP
824
Destiny Wealth Partners
Florida
– -$24.9K -500 Closed
HDIM
825
Hanson & Doremus Investment Management
Vermont
– -$24K -475 Closed
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