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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.

New
Increased
Maintained
Reduced
Closed
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 %
KFI
826
Key Financial Inc
Pennsylvania
$59 – – –
CCM
827
Cinctive Capital Management
New York
– -$12.2M -214,329 Closed
AAP
828
Ardsley Advisory Partners
Connecticut
– -$8.24M -145,000 Closed
Point72 Asset Management
829
Point72 Asset Management
Connecticut
– -$5.94M -104,600 Closed
TC
830
TwinBeech Capital
New York
– -$3.96M -69,610 Closed
NWM
831
NEIRG Wealth Management
Massachusetts
– -$3.48M -61,174 Closed
E
832
Ergoteles
New York
– -$3.4M -59,915 Closed
VRS
833
Virginia Retirement Systems
Virginia
– -$3.19M -56,200 Closed
MFS
834
Mirabella Financial Services
United Kingdom
– -$2.6M -45,673 Closed
CC
835
Cipher Capital
New York
– -$1.19M -20,956 Closed
FRM
836
Fox Run Management
Connecticut
– -$1.19M -20,924 Closed
AA
837
ALPS Advisors
Colorado
– -$1.09M -19,258 Closed
AR
838
Advisory Research
Illinois
– -$960K -16,901 Closed
1IA
839
1620 Investment Advisors
Massachusetts
– -$554K -16,093 Closed
DCM
840
Dupont Capital Management
Delaware
– -$836K -14,720 Closed
PP
841
Paloma Partners
Connecticut
– -$803K -14,131 Closed
PG
842
Prostatis Group
Maryland
– -$30.3K -13,539 Closed
Cerity Partners
843
Cerity Partners
New York
– -$650K -11,443 Closed
GCP
844
GSA Capital Partners
United Kingdom
– -$616K -10,838 Closed
V
845
Veritable
Delaware
– -$548K -9,644 Closed
BHCM
846
Brevan Howard Capital Management
Jersey
– -$524K -9,225 Closed
DFG
847
Demars Financial Group
Washington
– -$515K -9,063 Closed
FAM
848
Formidable Asset Management
Ohio
– -$481K -8,457 Closed
KI
849
Kapitalo Investimentos
Brazil
– -$451K -7,930 Closed
GLA
850
Great Lakes Advisors
Illinois
– -$425K -7,478 Closed
32 33
34
35 36