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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 %
RFG
926
RFP Financial Group
Georgia
$7.53K – – –
MCM
927
Manchester Capital Management
Vermont
$6.99K +$1.08K +12 +18%
ETC
928
Exchange Traded Concepts
Oklahoma
$6.45K -$5.65K -63 -47%
PCMC
929
Planning Capital Management Corporation
Pennsylvania
$6.45K – – –
ADL
930
Asset Dedication LLC
California
$5.38K – – –
BGAI
931
Bruce G. Allen Investments
Colorado
$3.67K – – –
DWA
932
Delos Wealth Advisors
Texas
$3.23K – – –
KFS
933
Kelly Financial Services
Massachusetts
$3.23K – – –
PA
934
Pineridge Advisors
Missouri
$2.78K -$538 -6 -16%
HCM
935
Hollencrest Capital Management
California
$2.6K – – –
TCA
936
Trifecta Capital Advisors
Illinois
$2.42K – – –
VCM
937
Versant Capital Management
Arizona
$2.33K – – –
SFC
938
Strategic Financial Concepts
Texas
$2.3K +$2.3K +233,251 New
JPWM
939
Jamison Private Wealth Management
Georgia
$2.24K – – –
TWP
940
Triad Wealth Partners
Kansas
$2.24K +$2.24K +25 New
Loomis, Sayles & Company
941
Loomis, Sayles & Company
Massachusetts
$2K -$25.3K -329 -93%
CPG
942
Cornerstone Planning Group
New Jersey
$1.67K +$1.67K +16 New
UWS
943
Unique Wealth Strategies
Illinois
$1.44K +$1.44K +18 New
AP
944
Aspect Partners
Virginia
$1.17K +$179 +2 +18%
CAL
945
Capital Advisors Ltd
Ohio
$1K -$364 -4 -27%
SFCL
946
Strengthening Families & Communities LLC
Massachusetts
$1K +$1K +15 New
RWM
947
Ruedi Wealth Management
Illinois
$986 +$986 +11 New
VAG
948
VisionPoint Advisory Group
Texas
$896 +$896 +10 New
ECM
949
Everence Capital Management
Indiana
$672 – – –
TFM
950
TFC Financial Management
Massachusetts
$538 -$90 -1 -14%
36 37
38
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