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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
1
Cohen & Steers
New York
$1.57B
2
Morgan Stanley
2
Morgan Stanley
New York
$516M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$286M
4
BlackRock
4
BlackRock
New York
$1.63B
5
Prudential Financial
5
Prudential Financial
New Jersey
$156M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$288M
2
Northern Trust
2
Northern Trust
Illinois
$219M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$493M
4
EIP
4
Epoch Investment Partners
New York
$138M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.24B
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
851
Colonial Trust Advisors
South Carolina
$7.84K – – –
PS
852
Planned Solutions
California
$7.49K +$7.49K +107 New
ME
853
McIlrath & Eck
Washington
$7K – – –
AWM
854
Ameliora Wealth Management
Switzerland
$7K – – –
MCM
855
MV Capital Management
Maryland
$6.58K +$770 +11 +13%
RTL
856
Red Tortoise LLC
Georgia
$6.58K – – –
HC
857
Hoese & Co
Minnesota
$6.42K – – –
FIA
858
FNY Investment Advisers
New York
$6K +$6K +100 New
RFG
859
RFP Financial Group
Georgia
$5.88K +$5.88K +84 New
BGAI
860
Bruce G. Allen Investments
Colorado
$5.53K +$5.53K +79 New
PA
861
Pineridge Advisors
Missouri
$5.11K +$5.11K +73 New
PCMC
862
Planning Capital Management Corporation
Pennsylvania
$5.04K +$5.04K +72 New
TCWA
863
Turtle Creek Wealth Advisors
Texas
$4.2K +$4.2K +60 New
QL
864
Quarry LP
New York
$4.13K -$560 -8 -12%
ADL
865
Asset Dedication LLC
California
$4K – – –
RA
866
Rise Advisors
New York
$3.66K – – –
CFD
867
Creative Financial Designs
Indiana
$3.5K +$3.5K +50 New
CWA
868
Core Wealth Advisors
Florida
$3.01K +$3.01K +43 New
KFS
869
Kelly Financial Services
Massachusetts
$2.52K – – –
HCM
870
Hollencrest Capital Management
California
$2.03K – – –
TCA
871
Trifecta Capital Advisors
Illinois
$1.89K – – –
VCM
872
Versant Capital Management
Arizona
$1.82K +$490 +7 +37%
CSC
873
Caldwell Sutter Capital
California
$1.75K – – –
VWM
874
Venturi Wealth Management
Texas
$1.05K +$1.05K +15 New
BF
875
BOK Financial
Oklahoma
$1.05K +$839 +12 +400%
33 34
35
36 37