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Iron Mountain
IRM

Overview Fund Activity

959 hedge funds and large institutions have $22.2B invested in Iron Mountain in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 327 increasing their positions, 370 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+26
Holders Change %
+2.79%
% of All Funds
13.95%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.26%
New
103
Increased
327
Reduced
370
Closed
60
Calls
$184M
Puts
$104M
Net Calls
+$79.4M
Net Calls Change
+$49.9M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.5B
2
State Street
2
State Street
Massachusetts
$1.58B
3
Legal & General Group
3
Legal & General Group
United Kingdom
$309M
4
AM
4
AGF Management
Ontario, Canada
$201M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$216M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
UBS AM
2
UBS AM
Illinois
$44.6M
3
Millennium Management
3
Millennium Management
New York
$6.99M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
Amundi
5
Amundi
France
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSG
876
Main Street Group
Virginia
$33.4K -$17.7K -197 -35%
GKIM
877
GW&K Investment Management
Massachusetts
$33K +$1.33K +15 +4%
PSB
878
Piscataqua Savings Bank
New Hampshire
$31.6K – – –
WTC
879
WhitTier Trust Company
Nevada
$29.5K – – –
GGI
880
Godsey & Gibb Inc
Virginia
$29.1K +$29.1K +325 New
WWP
881
WR Wealth Planners
Missouri
$27.3K – – –
DF
882
Dunhill Financial
United Kingdom
$27K +$90 +1 +0.3%
TCOV
883
Trust Company of Vermont
Vermont
$26.9K – – –
IWP
884
IAG Wealth Partners
Wisconsin
$26.4K – – –
FNWA
885
Financial Network Wealth Advisors
Utah
$25.5K +$25.5K +284 New
C
886
Covestor
United Kingdom
$25K -$538 -6 -2%
IFAM
887
Institutional & Family Asset Management
Colorado
$24.5K – – –
QL
888
Quarry LP
New York
$23.8K -$10.8K -121 -31%
LS
889
Livforsakringsbolaget Skandia
Sweden
$23.5K – – –
NMM
890
Naples Money Management
Florida
$22.8K – – –
ZB
891
Zions Bancorporation
Utah
$22.5K +$1.97K +22 +10%
BCMLT
892
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.4K -$51.2K -571 -70%
PP
893
PFS Partners
New Jersey
$22.4K -$15.1K -169 -40%
OPTFSNA
894
Old Point Trust & Financial Services N A
Virginia
$22.4K – – –
VWM
895
Venturi Wealth Management
Texas
$22.3K +$21K +234 +1,560%
AAP
896
Arax Advisory Partners
Colorado
$21.6K +$6.45K +72 +43%
QC
897
Quent Capital
New York
$21.5K – – –
OWA
898
Opal Wealth Advisors
New York
$21.2K +$21.2K +236 New
EC
899
Elequin Capital
New York
$18.9K +$18.9K +211 New
CCM
900
Chilton Capital Management
Texas
$18.4K – – –
34 35
36
37 38