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Iron Mountain
IRM

Overview Fund Activity

810 hedge funds and large institutions have $12.9B invested in Iron Mountain in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 283 increasing their positions, 289 reducing their positions, and 50 closing their positions.

Holders
810
Holders Change
+27
Holders Change %
+3.45%
% of All Funds
12.78%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
86
Increased
283
Reduced
289
Closed
50
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.2M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$439M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$106M
3
Prudential Financial
3
Prudential Financial
New Jersey
$74.7M
4
BNP Paribas Asset Management
4
BNP Paribas Asset Management
France
$40.8M
5
Amundi
5
Amundi
France
$217M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.16B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.66B
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$0
4
Bank of America
4
Bank of America
North Carolina
$50.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$249M
Name Market Value Shares Shares
Change 		Shares
Change %
BAAM
801
Baker Avenue Asset Management
California
$966 17 – –
FGAM
802
Financial Gravity Asset Management
Texas
$362 57 +57 New
MCM
803
Manchester Capital Management
Vermont
$341 6 +6 New
WWM
804
Wolff Wiese Magana
California
$285 5 – –
VWM
805
Venturi Wealth Management
Texas
$285 5 +5 New
CA
806
Crewe Advisors
Utah
$285 5 +5 New
EWA
807
EverSource Wealth Advisors
Alabama
$227 4 +4 New
KFI
808
Key Financial Inc
Pennsylvania
$57 1 – –
JPMPWA
809
J.P. Morgan Private Wealth Advisors
California
– – -773,914 Closed
BEAM
810
Baker Ellis Asset Management
Washington
– – -77,305 Closed
CM
811
Caption Management
Oklahoma
– – -37,688 Closed
VIA
812
Vident Investment Advisory
Georgia
– – -28,858 Closed
QT
813
Quantbot Technologies
New York
– – -26,111 Closed
AFA
814
Abacus FCF Advisors
Florida
– – -21,953 Closed
LC
815
Lavaca Capital
Texas
– – -19,230 Closed
CAM
816
Cresset Asset Management
Illinois
– – -16,001 Closed
YIH
817
Y-Intercept (HK)
Hong Kong
– – -15,697 Closed
DEA
818
DoubleLine ETF Adviser
Florida
– – -14,641 Closed
PRC
819
Pearl River Capital
Michigan
– – -12,705 Closed
DCM
820
Delta Capital Management
New Jersey
– – -11,510 Closed
SIA
821
Strategic Investment Advisors
Michigan
– – -11,278 Closed
APW
822
Atlantic Private Wealth
North Carolina
– – -10,852 Closed
DWM
823
Drive Wealth Management
Utah
– – -10,657 Closed
CPCM
824
Cardinal Point Capital Management
Ontario, Canada
– – -9,500 Closed
MHS
825
M Holdings Securities
Oregon
– – -7,750 Closed
31 32
33
34 35