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Iron Mountain
IRM

Overview Fund Activity

886 hedge funds and large institutions have $16.6B invested in Iron Mountain in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
+59
Holders Change %
+7.13%
% 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
134
Increased
276
Reduced
345
Closed
64
Calls
$110M
Puts
$76.5M
Net Calls
+$33.8M
Net Calls Change
-$29.5M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.57B
2
Morgan Stanley
2
Morgan Stanley
New York
$516M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$286M
4
BlackRock
4
BlackRock
New York
$1.63B
5
Prudential Financial
5
Prudential Financial
New Jersey
$156M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$288M
2
Northern Trust
2
Northern Trust
Illinois
$219M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$493M
4
EIP
4
Epoch Investment Partners
New York
$138M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.24B
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
926
Somerset Trust
Pennsylvania
– -$234K -3,938 Closed
AAS
927
Ameritas Advisory Services
Nebraska
– -$230K -3,868 Closed
SAM
928
Seelaus Asset Management
New Jersey
– -$220K -3,700 Closed
MM
929
MQS Management
New York
– -$202K -3,400 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
930
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$178K -3,000 Closed
Parallax Volatility Advisers
931
Parallax Volatility Advisers
California
– -$141K -2,366 Closed
QPBE
932
Quintet Private Bank (Europe)
Luxembourg
– -$59.4K -999 Closed
NFSG
933
Newbridge Financial Services Group
Florida
– -$39.2K -659 Closed
SCA
934
Stonebridge Capital Advisors
Minnesota
– -$21.6K -363 Closed
CAL
935
Capital Analysts LLC
Pennsylvania
– -$19K -318 Closed
WWP
936
WR Wealth Planners
Missouri
– -$17.8K -300 Closed
AIM
937
Anchor Investment Management
South Carolina
– -$8.03K -135 Closed
EARNEST Partners
938
EARNEST Partners
Georgia
– -$7.91K -133 Closed
SIA
939
SkyView Investment Advisors
New Jersey
– -$3K -45 Closed
DF
940
DecisionPoint Financial
Arizona
– -$2.44K -41 Closed
MIM
941
Macroview Investment Management
Maryland
– -$1.96K -33 Closed
NC
942
NewSquare Capital
Pennsylvania
– -$1.43K -24 Closed
NIC
943
Northwest Investment Counselors
Oregon
– -$1.26K -21 Closed
SHIM
944
Stone House Investment Management
Pennsylvania
– -$1.19K -20 Closed
JWM
945
Janiczek Wealth Management
Colorado
– -$1.13K -19 Closed
BAAM
946
Baker Avenue Asset Management
California
– -$1.01K -17 Closed
CPG
947
Cornerstone Planning Group
New Jersey
– -$892 -15 Closed
CA
948
Crewe Advisors
Utah
– -$417 -7 Closed
PCTC
949
Perkins Coie Trust Company
Washington
– -$237 -4 Closed
CCP
950
Carmel Capital Partners
California
– -$238 -4 Closed
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