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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 %
ECM
926
Everence Capital Management
Indiana
$695 – – –
TFM
927
TFC Financial Management
Massachusetts
$562 +$80 +1 +17%
WWM
928
Wolff Wiese Magana
California
$402 – – –
TIM
929
Tortoise Investment Management
New York
$401 – – –
MA
930
MCF Advisors
Kentucky
$324 +$324 +4 New
PPWM
931
PFG Private Wealth Management
Florida
$243 – – –
KFI
932
Key Financial Inc
Pennsylvania
$80 – – –
A
933
AlphaQuest
New York
$80 +$80 +1 New
IPW
934
Impact Partnership Wealth
Georgia
$34 -$17.8K -255 Closed
DWM
935
Dogwood Wealth Management
Kansas
$2 -$3 – –
GHAM
936
Gilman Hill Asset Management
Connecticut
– -$12.5M -178,184 Closed
Alyeska Investment Group
937
Alyeska Investment Group
Illinois
– -$10.2M -145,603 Closed
LA
938
LBP AM
France
– -$9.24M -132,082 Closed
Nomura Holdings
939
Nomura Holdings
Japan
– -$3.63M -51,817 Closed
YIH
940
Y-Intercept (HK)
Hong Kong
– -$2.86M -40,911 Closed
ET
941
Entropy Technologies
New York
– -$1.57M -22,449 Closed
WCA
942
Waratah Capital Advisors
Ontario, Canada
– -$1.47M -20,956 Closed
SIA
943
SeaBridge Investment Advisors
New Jersey
– -$1.26M -18,030 Closed
Walleye Trading
944
Walleye Trading
New York
– -$1.07M -15,244 Closed
I
945
INVST
Indiana
– -$1.04M -15,035 Closed
UFF
946
USA Financial Formulas
Michigan
– -$993K -14,191 Closed
WHG
947
Westwood Holdings Group
Texas
– -$784K -11,200 Closed
GIS
948
Grayhawk Investment Strategies
Alberta, Canada
– -$749K -10,706 Closed
QIM
949
Quantitative Investment Management
Virginia
– -$698K -9,980 Closed
CC
950
Cipher Capital
New York
– -$661K -9,441 Closed
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38
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