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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 %
CFO
801
CVA Family Office
Colorado
$31.8K +$31.8K +455 New
BAM
802
Byrne Asset Management
New Jersey
$31.6K – – –
BCWM
803
Bartlett & Co Wealth Management
Ohio
$31.4K +$26.4K +370 +529%
BC
804
Bartlett & Co
Ohio
$31K +$26.1K +370 +529%
PP
805
PFS Partners
New Jersey
$29.3K – – –
AF
806
Advisornet Financial
Minnesota
$29.1K +$1.12K +16 +4%
CH
807
Canton Hathaway
Rhode Island
$28K – – –
BC
808
Barrett & Company
Rhode Island
$28K -$7K -100 -20%
FCT
809
First Community Trust
Iowa
$26.9K – – –
JFGIW
810
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.8K -$3.53K -50 -12%
ETC
811
Exchange Traded Concepts
Oklahoma
$26.3K +$26.3K +376 New
GKIM
812
GW&K Investment Management
Massachusetts
$26K +$6.34K +90 +32%
EWA
813
EverSource Wealth Advisors
Alabama
$24.8K -$3.5K -50 -12%
PSB
814
Piscataqua Savings Bank
New Hampshire
$24.7K – – –
WTC
815
WhitTier Trust Company
Nevada
$23K – – –
BTI
816
Blue Trust Inc
Georgia
$21K +$14K +242 +202%
TCOV
817
Trust Company of Vermont
Vermont
$21K -$10.5K -150 -33%
DGAM
818
Desjardins Global Asset Management
Quebec, Canada
$20.8K +$280 +4 +1%
DF
819
Dunhill Financial
United Kingdom
$20.8K +$20.8K +297 New
IWP
820
IAG Wealth Partners
Wisconsin
$20.6K – – –
IFAM
821
Institutional & Family Asset Management
Colorado
$19.1K – – –
LS
822
Livforsakringsbolaget Skandia
Sweden
$18.4K – – –
Loomis, Sayles & Company
823
Loomis, Sayles & Company
Massachusetts
$18K -$1.14K -16 -6%
C
824
Covestor
United Kingdom
$18K +$429 +6 +2%
FGAM
825
Financial Gravity Asset Management
Texas
$17.9K +$58 +1 +0.3%
31 32
33
34 35