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Iron Mountain
IRM

Overview Fund Activity

827 hedge funds and large institutions have $13.7B invested in Iron Mountain in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 290 increasing their positions, 312 reducing their positions, and 63 closing their positions.

Holders
827
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.21%
New
88
Increased
290
Reduced
312
Closed
63
Calls
$129M
Puts
$65.6M
Net Calls
+$63.3M
Net Calls Change
+$7.46M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$179M
2
Citadel Advisors
2
Citadel Advisors
Florida
$108M
3
Ameriprise
3
Ameriprise
Minnesota
$104M
4
Invesco
4
Invesco
Georgia
$193M
5
HRES
5
Heitman Real Estate Securities
Illinois
$51.7M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.12B
2
Amundi
2
Amundi
France
$160M
3
State Street
3
State Street
Massachusetts
$793M
4
Charles Schwab
4
Charles Schwab
California
$183M
5
IIM
5
INTECH Investment Management
Florida
$9.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
801
Bartlett & Co
Ohio
$4K – – –
ADL
802
Asset Dedication LLC
California
$4K +$4K +60 New
QL
803
Quarry LP
New York
$3.98K -$713 -12 -15%
RA
804
Rise Advisors
New York
$3.08K +$59 +1 +2%
SIA
805
SkyView Investment Advisors
New Jersey
$3K – – –
DF
806
DecisionPoint Financial
Arizona
$2.44K +$2.44K +41 New
KFS
807
Kelly Financial Services
Massachusetts
$2.14K – – –
MIM
808
Macroview Investment Management
Maryland
$1.96K +$1.96K +33 New
HCM
809
Hollencrest Capital Management
California
$1.72K – – –
TCA
810
Trifecta Capital Advisors
Illinois
$1.61K – – –
CSC
811
Caldwell Sutter Capital
California
$1.49K -$1.49K -25 -50%
NC
812
NewSquare Capital
Pennsylvania
$1.43K +$1.43K +24 New
NIC
813
Northwest Investment Counselors
Oregon
$1.26K +$1.26K +21 New
SHIM
814
Stone House Investment Management
Pennsylvania
$1.19K +$1.19K +20 New
JWM
815
Janiczek Wealth Management
Colorado
$1.13K – – –
VCM
816
Versant Capital Management
Arizona
$1.13K – – –
BAAM
817
Baker Avenue Asset Management
California
$1.01K – – –
CPG
818
Cornerstone Planning Group
New Jersey
$892 +$892 +15 New
ECM
819
Everence Capital Management
Indiana
$515 – – –
CA
820
Crewe Advisors
Utah
$417 +$119 +2 +40%
WWM
821
Wolff Wiese Magana
California
$298 – – –
TIM
822
Tortoise Investment Management
New York
$297 +$297 +5 New
CCP
823
Carmel Capital Partners
California
$238 +$238 +4 New
PCTC
824
Perkins Coie Trust Company
Washington
$237 +$237 +4 New
BF
825
BOK Financial
Oklahoma
$177 -$4.72K -80 -96%
31 32
33
34 35