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Iron Mountain
IRM

891 hedge funds and large institutions have $16.6B invested in Iron Mountain in 2023 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 278 increasing their positions, 346 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 64

44% more call options, than puts

Call options by funds: $110M | Put options by funds: $76.5M

22% more capital invested

Capital invested by funds: $13.7B → $16.6B (+$2.95B)

7% more funds holding

Funds holding: 831 → 891 (+60)

2.6% more ownership

Funds ownership: 78.71% → 81.31% (+2.6%)

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

20% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 346

Holders
891
Holders Change
+60
Holders Change %
+7.22%
% 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
135
Increased
278
Reduced
346
Closed
64
Calls
$110M
Puts
$76.5M
Net Calls
+$33.8M
Net Calls Change
-$29.5M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$943M
2
Morgan Stanley
Morgan Stanley
New York
+$198M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
+$97M
4
BlackRock
BlackRock
New York
+$71.2M
5
Prudential Financial
Prudential Financial
New Jersey
+$61.9M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$923M
2
Northern Trust
Northern Trust
Illinois
-$49.2M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$29.7M
4
EIP
Epoch Investment Partners
New York
-$23.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$21.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
851
Park Place Capital
Alabama
$9.87K – – –
TWM
852
Tradition Wealth Management
Minnesota
$9K +$63 +1 +0.8%
BIA
853
Bell Investment Advisors
California
$8.19K -$188 -3 -3%
MFT
854
Moisand Fitzgerald Tamayo
Florida
$7.91K – – –
NRG
855
Nemes Rush Group
Michigan
$7.91K – – –
CTA
856
Colonial Trust Advisors
South Carolina
$7.84K – – –
PS
857
Planned Solutions
California
$7.49K +$6.71K +107 New
AWM
858
Ameliora Wealth Management
Switzerland
$7K – – –
ME
859
McIlrath & Eck
Washington
$7K – – –
MCM
860
MV Capital Management
Maryland
$6.58K +$690 +11 +13%
RTL
861
Red Tortoise LLC
Georgia
$6.58K – – –
HC
862
Hoese & Co
Minnesota
$6.42K – – –
FIA
863
FNY Investment Advisers
New York
$6K +$6.27K +100 New
RFG
864
RFP Financial Group
Georgia
$5.88K +$5.27K +84 New
BGAI
865
Bruce G. Allen Investments
Colorado
$5.53K +$4.96K +79 New
PA
866
Pineridge Advisors
Missouri
$5.11K +$4.58K +73 New
PCMC
867
Planning Capital Management Corporation
Pennsylvania
$5.04K +$4.52K +72 New
TCWA
868
Turtle Creek Wealth Advisors
Texas
$4.2K +$3.76K +60 New
QL
869
Quarry LP
New York
$4.13K -$502 -8 -12%
ADL
870
Asset Dedication LLC
California
$4K – – –
RA
871
Rise Advisors
New York
$3.66K – – –
CFD
872
Creative Financial Designs
Indiana
$3.5K +$3.14K +50 New
CWAF
873
Core Wealth Advisors (Florida)
Florida
$3.01K +$2.7K +43 New
KFS
874
Kelly Financial Services
Massachusetts
$2.52K – – –
HCM
875
Hollencrest Capital Management
California
$2.03K – – –
33 34
35
36 37

IRM Hedge Fund Activity: Q4 2023 in Review

891 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q4 2023, worth a combined $16.6B — up 22% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new IRM positions and 64 closed out — a net gain of 71 holders — while 278 added to existing stakes and 346 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $943M. The largest seller was Capital World Investors, cutting an estimated $923M.

  • 891 institutional investors held Iron Mountain (IRM) as of Q4 2023, up from 831 in Q3 2023.
  • Funds reported $16.6B of Iron Mountain stock for Q4 2023, up 22% quarter-over-quarter.
  • 135 funds opened new Iron Mountain positions in Q4 2023 and 64 closed out, a net change of +71 holders.
  • The largest Iron Mountain buyer in Q4 2023 was Cohen & Steers, an estimated $943M added.
  • The largest Iron Mountain seller in Q4 2023 was Capital World Investors, an estimated $923M sold.

Based on aggregated 13F filings for Q4 2023.