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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 %
FHA
801
First Horizon Advisors
Tennessee
$121K – – –
MPWT
802
MassMutual Private Wealth & Trust
Connecticut
$121K +$10.8K +120 +10%
SCM
803
Silvant Capital Management
Georgia
$117K – – –
PFBT
804
Parkside Financial Bank & Trust
Missouri
$115K -$3.41K -38 -3%
SIM
805
Sentry Investment Management
Wisconsin
$114K -$23.4K -260 -17%
Capstone Investment Advisors
806
Capstone Investment Advisors
New York
$113K -$71.2K -795 -39%
HWA
807
HHM Wealth Advisors
Tennessee
$113K +$96.7K +1,079 +586%
RWMG
808
Redwood Wealth Management Group
New Jersey
$112K +$112K +1,245 New
FCA
809
FinTrust Capital Advisors
South Carolina
$111K +$21.5K +240 +24%
PBK
810
Peoples Bank (Kansas)
Kansas
$111K – – –
EBA
811
Eagle Bay Advisors
New York
$104K -$49.1K -544 -32%
CWC
812
Carolinas Wealth Consulting
North Carolina
$103K +$2.96K +33 +3%
PAI
813
Pittenger & Anderson Inc
Nebraska
$101K +$101K +1,125 New
FCAS
814
First Command Advisory Services
Texas
$98.6K – – –
TIM
815
Thompson Investment Management
Wisconsin
$95.4K – – –
SN
816
Sittner & Nelson
Oregon
$92K – – –
AW
817
Avion Wealth
Texas
$91K -$3.99K -45 -4%
PGAM
818
Princeton Global Asset Management
New Jersey
$89.6K – – –
HCP
819
Hexagon Capital Partners
Arkansas
$89.6K – – –
JWA
820
JFS Wealth Advisors
Pennsylvania
$85.7K -$269 -3 -0.3%
CA
821
Clearstead Advisors
Ohio
$85.3K +$10K +112 +13%
RIL
822
Rothschild Investment LLC
Illinois
$83.8K +$3.59K +40 +4%
SSB
823
Sandy Spring Bank
Maryland
$83.5K +$627 +7 +0.8%
SIS
824
Sound Income Strategies
Florida
$82.3K – – –
LC
825
Lindbrook Capital
California
$81.3K +$11.7K +131 +17%
31 32
33
34 35