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Iron Mountain
IRM

Overview Fund Activity

1,052 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2024 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 356 increasing their positions, 409 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+10
Holders Change %
+0.96%
% of All Funds
14%
Holding in Top 10
11
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-54.17%
% of All Funds
0.15%
New
135
Increased
356
Reduced
409
Closed
107
Calls
$191M
Puts
$188M
Net Calls
+$2.41M
Net Calls Change
-$132M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$163M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$114M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$103M
4
BlackRock
BlackRock
New York
+$80.2M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$75.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$296M
2
UBS AM
UBS AM
Illinois
-$288M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$89.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$88.9M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$56.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
876
First Horizon Advisors
Tennessee
$142K – – –
VFM
877
Vision Financial Markets
Connecticut
$142K +$142K +1,350 New
SCM
878
Silvant Capital Management
Georgia
$136K – – –
T
879
Transce3nd
Texas
$135K +$135K +1,285 New
PFBT
880
Parkside Financial Bank & Trust
Missouri
$134K +$105 +1 +0.1%
PBK
881
Peoples Bank (Kansas)
Kansas
$130K – – –
EBA
882
Eagle Bay Advisors
New York
$123K +$529 +5 +0.4%
CWC
883
Carolinas Wealth Consulting
North Carolina
$121K -$529 -5 -0.4%
GWM
884
Geneos Wealth Management
Colorado
$120K -$2.1K -20 -2%
LC
885
Lavaca Capital
Texas
$116K +$116K +1,101 New
FCAS
886
First Command Advisory Services
Texas
$116K – – –
SIM
887
Sentry Investment Management
Wisconsin
$115K -$18.8K -178 -14%
MHR
888
Matthew Hamilton Rosenberg
$113K +$113K +1,075 New
SN
889
Sittner & Nelson
Oregon
$108K – – –
Lazard Asset Management
890
Lazard Asset Management
New York
$106K +$1.04K +10 +1%
HCP
891
Hexagon Capital Partners
Arkansas
$105K – – –
LC
892
Lindbrook Capital
California
$104K -$4.73K -45 -4%
RIL
893
Rothschild Investment LLC
Illinois
$101K -$420 -4 -0.4%
JWA
894
JFS Wealth Advisors
Pennsylvania
$100K – – –
AAP
895
Arax Advisory Partners
Colorado
$97.8K +$72.1K +686 +281%
CA
896
Clearstead Advisors
Ohio
$97.7K -$3.89K -37 -4%
SSB
897
Sandy Spring Bank
Maryland
$97K +$631 +6 +0.7%
SIS
898
Sound Income Strategies
Florida
$96.8K +$105 +1 +0.1%
BHWM
899
Bay Harbor Wealth Management
Maryland
$93.2K +$3.6K +34 +4%
QL
900
Quarry LP
New York
$92K +$39.8K +379 +76%
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