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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 %
FMII
901
Farmers & Merchants Investments Inc
Nebraska
$18.4K – – –
RA
902
Rise Advisors
New York
$17.8K +$90 +1 +0.5%
TAM
903
Tucker Asset Management
Colorado
$16.1K – – –
CMP
904
Coston McIsaac & Partners
Maine
$16K +$88 +1 +0.6%
KA
905
Kozak & Associates
Colorado
$15.1K – – –
GLR
906
Great Lakes Retirement
Ohio
$14.6K +$14.6K +162 New
MAM
907
Meeder Asset Management
Ohio
$13.9K +$13.9K +155 New
CHA
908
Carmichael Hill & Associates
Maryland
$12.8K – – –
PPC
909
Park Place Capital
Alabama
$12.6K – – –
IGWM
910
ICA Group Wealth Management
Colorado
$12.1K -$163K -1,822 -93%
PWMG
911
Prestige Wealth Management Group
New Jersey
$12.1K -$319K -3,536 -96%
GI
912
Gradient Investments
Minnesota
$11.7K +$11.7K +131 New
WIA
913
Wetzel Investment Advisors
Indiana
$11.5K +$11.5K +143 New
BIA
914
Bell Investment Advisors
California
$11.3K – – –
T
915
Tidemark
California
$11.2K -$2.6K -29 -19%
MSFP
916
Mark Sheptoff Financial Planning
Connecticut
$11K +$11K +123 New
MFT
917
Moisand Fitzgerald Tamayo
Florida
$10.1K – – –
LI
918
LRI Investments
Florida
$9.5K – – –
AWM
919
Ameliora Wealth Management
Switzerland
$8.96K – – –
MCM
920
MV Capital Management
Maryland
$8.96K +$448 +5 +5%
MWA
921
MFA Wealth Advisors
Pennsylvania
$8.96K +$8.96K +100 New
RTL
922
Red Tortoise LLC
Georgia
$8.42K – – –
HC
923
Hoese & Co
Minnesota
$8.07K – – –
FMTCOCP
924
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K – – –
ACM
925
Anfield Capital Management
California
$7.89K +$7.89K +88 New
35 36
37
38 39