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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 %
IBOK
826
Independence Bank of Kentucky
Kentucky
$81.1K – – –
PO
827
Private Ocean
California
$80.7K – – –
BHWM
828
Bay Harbor Wealth Management
Maryland
$80.3K -$11.8K -131 -13%
EC
829
EdgeRock Capital
Colorado
$79.9K +$79.9K +891 New
HF
830
Halpern Financial
Virginia
$77.2K -$31.5K -351 -29%
SAM
831
Smartleaf Asset Management
Massachusetts
$77K -$10.2K -114 -12%
MC
832
Muzinich & Co
New York
$74.5K +$21.9K +244 +42%
LIA
833
Lynx Investment Advisory
District of Columbia
$73.8K +$73.8K +824 New
CH
834
Cromwell Holdings
Wyoming
$73.2K +$73.2K +811 New
BONH
835
Bank of New Hampshire
New Hampshire
$71.2K – – –
VNA
836
Valley National Advisers
Pennsylvania
$71K -$1.43K -16 -2%
BTI
837
Blue Trust Inc
Georgia
$70.7K +$10K +125 +17%
OLVIG
838
Oliver Lagore Vanvalin Investment Group
Michigan
$70.4K +$70.4K +785 New
SC
839
Sawyer & Company
Massachusetts
$69K – – –
OIA
840
Optimum Investment Advisors
Illinois
$67.2K – – –
AWM
841
Abound Wealth Management
Tennessee
$67K -$1.08K -12 -2%
TWD
842
True Wealth Design
Ohio
$63.9K +$537 +6 +0.8%
GXJ
843
Global X Japan
Japan
$62.8K +$62.8K +701 New
TFIPS
844
Towarzystwo Funduszy Inwestycyjnych PZU SA
$62.7K – – –
PG
845
Proffitt & Goodson
Tennessee
$62.2K -$11.7K -131 -16%
GIA
846
GHP Investment Advisors
Colorado
$60.8K +$807 +9 +1%
Jones Financial Companies
847
Jones Financial Companies
Missouri
$56.6K +$56.6K +631 New
HIA
848
Harbor Investment Advisory
Maryland
$56.1K -$1.43K -16 -2%
AGWCA
849
Annis Gardner Whiting Capital Advisors
Florida
$55.5K +$2.71K +30 +5%
AA
850
AlphaMark Advisors
Kentucky
$55K +$270 +3 +0.5%
32 33
34
35 36