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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 %
DIM
951
Delta Investment Management
California
– -$610K -8,719 Closed
AWA
952
Arete Wealth Advisors
Illinois
– -$593K -8,481 Closed
PRC
953
Pearl River Capital
Michigan
– -$556K -7,942 Closed
VF
954
Virtu Financial
New York
– -$538K -7,683 Closed
CWM
955
Congress Wealth Management
Massachusetts
– -$509K -7,278 Closed
IGAM
956
iA Global Asset Management
Quebec, Canada
– -$509K -7,268 Closed
HVIA
957
Hudson Valley Investment Advisors
New York
– -$486K -7,145 Closed
FI
958
FJ Investments
Utah
– -$468K -6,692 Closed
TPW
959
Transatlantique Private Wealth
New York
– -$420K -6,003 Closed
SCM
960
Stevens Capital Management
Pennsylvania
– -$413K -5,903 Closed
PMA
961
Prudent Man Advisors
Illinois
– -$380K -5,423 Closed
PWP
962
Principle Wealth Partners
Connecticut
– -$374K -5,350 Closed
WANY
963
Wealthspire Advisors (New York)
New York
– -$345K -4,925 Closed
FCBT
964
First Citizens Bank & Trust
North Carolina
– -$338K -4,832 Closed
PA
965
Prossimo Advisors
California
– -$307K -4,385 Closed
CWM
966
Curi Wealth Management
North Carolina
– -$293K -4,191 Closed
Fisher Asset Management
967
Fisher Asset Management
Washington
– -$271K -3,867 Closed
GSC
968
Grey Street Capital
Illinois
– -$264K -3,731 Closed
PCOC
969
Power Corp of Canada
Canada
– -$239K -3,416 Closed
ARC
970
Advisor Resource Council
Texas
– -$231K -3,305 Closed
P
971
&Partners
Tennessee
– -$217K -3,110 Closed
1WM
972
1900 Wealth Management
Texas
– -$214K -3,065 Closed
LCM
973
Landscape Capital Management
New Jersey
– -$213K -3,044 Closed
BBWP
974
Beacon Bridge Wealth Partners
Pennsylvania
– -$206K -2,948 Closed
BI
975
Bramshill Investments
Florida
– -$182K -2,757 Closed
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39
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