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Iron Mountain
IRM

Overview Fund Activity

933 hedge funds and large institutions have $19B invested in Iron Mountain in 2024 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 309 increasing their positions, 327 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+47
Holders Change %
+5.3%
% of All Funds
13.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
125
Increased
309
Reduced
327
Closed
68
Calls
$141M
Puts
$111M
Net Calls
+$29.5M
Net Calls Change
-$4.32M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$119M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.9B
3
Millennium Management
3
Millennium Management
New York
$76.9M
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$71.8M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$128M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$277M
2
Invesco
2
Invesco
Georgia
$161M
3
Deutsche Bank
3
Deutsche Bank
Germany
$309M
4
Citadel Advisors
4
Citadel Advisors
Florida
$102M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
901
Hoese & Co
Minnesota
$7.86K – – –
NCTC
902
New Covenant Trust Company
Indiana
$7.86K +$7.86K +98 New
MCM
903
MV Capital Management
Maryland
$7.62K +$80 +1 +1%
RTL
904
Red Tortoise LLC
Georgia
$7.54K – – –
FMTCOCP
905
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K +$7K +87 New
RFG
906
RFP Financial Group
Georgia
$6.74K – – –
PCMC
907
Planning Capital Management Corporation
Pennsylvania
$5.78K – – –
MCM
908
Manchester Capital Management
Vermont
$5.29K -$33K -411 -86%
ADL
909
Asset Dedication LLC
California
$5K – – –
CWA
910
Core Wealth Advisors
Florida
$3.45K – – –
BGAI
911
Bruce G. Allen Investments
Colorado
$3.29K -$3.05K -38 -48%
PA
912
Pineridge Advisors
Missouri
$2.97K -$2.89K -36 -49%
KFS
913
Kelly Financial Services
Massachusetts
$2.89K – – –
DWA
914
Delos Wealth Advisors
Texas
$2.89K +$2.89K +36 New
CTA
915
Colonial Trust Advisors
South Carolina
$2.41K -$6.58K -82 -73%
HCM
916
Hollencrest Capital Management
California
$2.33K – – –
TCA
917
Trifecta Capital Advisors
Illinois
$2.17K – – –
VCM
918
Versant Capital Management
Arizona
$2.09K – – –
JPWM
919
Jamison Private Wealth Management
Georgia
$2.01K +$2.01K +25 New
NIC
920
Northwest Investment Counselors
Oregon
$1.74K +$1.74K +22 New
BF
921
BOK Financial
Oklahoma
$1.67K +$477 +6 +40%
VWM
922
Venturi Wealth Management
Texas
$1.2K – – –
CAL
923
Capital Advisors Ltd
Ohio
$1K +$733 +11 +275%
AP
924
Aspect Partners
Virginia
$882 +$241 +3 +38%
FGAM
925
Financial Gravity Asset Management
Texas
$777 -$23.1K -297 -97%
35 36
37
38 39