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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.

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 %
SWS
876
SYSTM Wealth Solutions
Illinois
$766 +$766 +11 New
AP
877
Aspect Partners
Virginia
$560 +$560 +8 New
IWA
878
IBEX Wealth Advisors
New Jersey
$496 -$527K -7,441 -100%
WPA
879
West Paces Advisors
Georgia
$490 +$490 +7 New
TFM
880
TFC Financial Management
Massachusetts
$420 -$43.7K -624 -99%
WWM
881
Wolff Wiese Magana
California
$350 – – –
TIM
882
Tortoise Investment Management
New York
$350 – – –
EWM
883
Evermay Wealth Management
Virginia
$350 +$350 +5 New
PPWM
884
PFG Private Wealth Management
Florida
$210 +$210 +3 New
KFI
885
Key Financial Inc
Pennsylvania
$70 – – –
DWM
886
Dogwood Wealth Management
Kansas
$3 – – –
ECM
887
ExodusPoint Capital Management
New York
– -$16.5M -277,132 Closed
Marshall Wace
888
Marshall Wace
United Kingdom
– -$5.81M -97,787 Closed
PMEF
889
Point72 Middle East FZE
United Arab Emirates
– -$4.28M -71,963 Closed
SFI
890
Susquehanna Fundamental Investments
Pennsylvania
– -$3.73M -62,814 Closed
LSA
891
L & S Advisors
California
– -$2.29M -38,537 Closed
WA
892
WESPAC Advisors
California
– -$2.2M -36,993 Closed
Walleye Capital
893
Walleye Capital
New York
– -$1.89M -31,741 Closed
CSS
894
Cubist Systematic Strategies
Connecticut
– -$1.77M -29,791 Closed
JFG
895
Jefferies Financial Group
New York
– -$1.56M -26,220 Closed
SO
896
STRS Ohio
Ohio
– -$1.22M -20,589 Closed
GC
897
Globeflex Capital
California
– -$1.15M -19,285 Closed
AACA
898
American Assets Capital Advisers
California
– -$1.09M -18,300 Closed
MC
899
Machina Capital
France
– -$1.06M -17,855 Closed
Qube Research & Technologies (QRT)
900
Qube Research & Technologies (QRT)
United Kingdom
– -$1M -16,899 Closed
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36
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