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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
TCA
876
Trifecta Capital Advisors
Illinois
$1.89K – – –
VCM
877
Versant Capital Management
Arizona
$1.82K +$439 +7 +37%
CSC
878
Caldwell Sutter Capital
California
$1.75K – – –
VWM
879
Venturi Wealth Management
Texas
$1.05K +$941 +15 New
BF
880
BOK Financial
Oklahoma
$1.05K +$753 +12 +400%
SWS
881
SYSTM Wealth Solutions
Illinois
$766 +$690 +11 New
AP
882
Aspect Partners
Virginia
$560 +$502 +8 New
IWA
883
IBEX Wealth Advisors
New Jersey
$496 -$467K -7,441 -100%
WPA
884
West Paces Advisors
Georgia
$490 +$439 +7 New
TFM
885
TFC Financial Management
Massachusetts
$420 -$39.1K -624 -99%
TIM
886
Tortoise Investment Management
New York
$350 – – –
WWM
887
Wolff Wiese Magana
California
$350 – – –
EWM
888
Evermay Wealth Management
Virginia
$350 +$314 +5 New
PPWM
889
PFG Private Wealth Management
Florida
$210 +$188 +3 New
KFI
890
Key Financial Inc
Pennsylvania
$70 – – –
DWM
891
Dogwood Wealth Management
Kansas
$3 – – –
ECM
892
ExodusPoint Capital Management
New York
– -$16.5M -277,132 Closed
Marshall Wace
893
Marshall Wace
United Kingdom
– -$5.81M -97,787 Closed
PMEF
894
Point72 Middle East FZE
United Arab Emirates
– -$4.28M -71,963 Closed
SFI
895
Susquehanna Fundamental Investments
Pennsylvania
– -$3.73M -62,814 Closed
LSA
896
L & S Advisors
California
– -$2.29M -38,537 Closed
WA
897
WESPAC Advisors
California
– -$2.2M -36,993 Closed
Walleye Capital
898
Walleye Capital
New York
– -$1.99M -31,741 Closed
CSS
899
Cubist Systematic Strategies
Connecticut
– -$1.77M -29,791 Closed
JFG
900
Jefferies Financial Group
New York
– -$1.56M -26,220 Closed
34 35
36
37 38

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.