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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 %
IAIM
851
International Assets Investment Management
Florida
– -$342K -6,017 Closed
PI
852
PEAK6 Investments
Illinois
– -$333K -5,855 Closed
LCM
853
Laurion Capital Management
New York
– -$330K -5,800 Closed
CAS
854
CTC Alternative Strategies
Illinois
– -$324K -5,700 Closed
SBH
855
Segall Bryant & Hamill
Illinois
– -$322K -5,666 Closed
DT
856
Diversified Trust
Tennessee
– -$296K -5,210 Closed
AFG
857
Atomi Financial Group
New York
– -$295K -5,200 Closed
CIM
858
Cambria Investment Management
California
– -$290K -5,111 Closed
PI
859
PineBridge Investments
New York
– -$284K -4,996 Closed
MAG
860
MRA Advisory Group
New Jersey
– -$280K -4,928 Closed
WAM
861
Weiss Asset Management
Massachusetts
– -$267K -4,702 Closed
DFCM
862
Dark Forest Capital Management
Puerto Rico
– -$261K -4,597 Closed
CA
863
Commerzbank Aktiengesellschaft
Germany
– -$256K -4,500 Closed
XF
864
XML Financial
Maryland
– -$254K -4,468 Closed
VI
865
Versor Investments
New York
– -$252K -4,441 Closed
BFM
866
Boston Financial Management
Massachusetts
– -$242K -4,260 Closed
SIA
867
Soltis Investment Advisors
Utah
– -$241K -4,242 Closed
WP
868
WealthSource Partners
California
– -$231K -4,071 Closed
Tudor Investment Corp
869
Tudor Investment Corp
Connecticut
– -$228K -4,008 Closed
XWM
870
Xcel Wealth Management
Florida
– -$222K -3,910 Closed
SFC
871
Strategic Financial Concepts
Texas
– -$219K -3,853 Closed
CII
872
Capital International Inc
California
– -$218K -3,838 Closed
CW
873
CreativeOne Wealth
Kansas
– -$212K -3,736 Closed
TAIM
874
TD Ameritrade Investment Management
Nebraska
– -$196K -3,456 Closed
IGWM
875
ICA Group Wealth Management
Colorado
– -$124K -2,189 Closed
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