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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
SO
901
STRS Ohio
Ohio
– -$1.22M -20,589 Closed
GC
902
Globeflex Capital
California
– -$1.15M -19,285 Closed
AACA
903
American Assets Capital Advisers
California
– -$1.09M -18,300 Closed
MC
904
Machina Capital
France
– -$1.06M -17,855 Closed
Qube Research & Technologies (QRT)
905
Qube Research & Technologies (QRT)
United Kingdom
– -$1.06M -16,899 Closed
BFM
906
Boothbay Fund Management
New York
– -$1M -16,828 Closed
FFN
907
Focus Financial Network
Minnesota
– -$786K -13,082 Closed
CWM
908
C2C Wealth Management
Arizona
– -$756K -12,973 Closed
Wolverine Trading
909
Wolverine Trading
Illinois
– -$793K -12,649 Closed
XT
910
XTX Topco
Cayman Islands
– -$626K -10,529 Closed
OTL
911
Oak Thistle LLC
New York
– -$563K -9,462 Closed
AIM
912
Aigen Investment Management
New York
– -$520K -8,744 Closed
DILIC
913
Dai-ichi Life Insurance Company
Japan
– -$510K -8,573 Closed
I
914
InceptionR
California
– -$488K -8,209 Closed
TDC
915
Thompson Davis & Co
Virginia
– -$476K -8,000 Closed
BCV
916
Banque Cantonale Vaudoise
Switzerland
– -$461K -7,747 Closed
DS
917
DRW Securities
Illinois
– -$403K -6,776 Closed
KACA
918
Kayne Anderson Capital Advisors
California
– -$380K -6,400 Closed
EGM
919
Engineers Gate Manager
New York
– -$366K -6,151 Closed
TSS
920
Two Sigma Securities
New York
– -$383K -6,111 Closed
QC
921
Quadrature Capital
United Kingdom
– -$340K -5,724 Closed
HCM
922
HGI Capital Management
New York
– -$327K -5,504 Closed
ISWM
923
Independent Solutions Wealth Management
New York
– -$316K -5,313 Closed
SPA
924
Sherbrooke Park Advisers
New York
– -$308K -5,180 Closed
CC
925
Centiva Capital
New York
– -$302K -5,076 Closed
35 36
37
38 39

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.