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Iron Mountain
IRM

Overview Fund Activity

777 hedge funds and large institutions have $11.5B invested in Iron Mountain in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 299 increasing their positions, 250 reducing their positions, and 39 closing their positions.

Holders
777
Holders Change
+39
Holders Change %
+5.28%
% of All Funds
12.54%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
93
Increased
299
Reduced
250
Closed
39
Calls
$159M
Puts
$86.1M
Net Calls
+$72.8M
Net Calls Change
-$36.2M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$351M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$71.4M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$61.7M
4
Capital World Investors
4
Capital World Investors
California
$1.27B
5
Northern Trust
5
Northern Trust
Illinois
$186M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$5K
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$29M
3
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$180M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$129M
5
Handelsbanken Fonder
5
Handelsbanken Fonder
Sweden
$4.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$16.4M -$49.9K -1,000 -0.3%
DIA
77
Dana Investment Advisors
Wisconsin
$16.3M -$559K -11,207 -3%
BCM
78
Brookstone Capital Management
Illinois
$16M +$3.5M +68,980 +28%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$16M -$435K -8,730 -3%
AHC
80
Adell Harriman & Carpenter
Texas
$16M +$653K +13,093 +4%
Canada Life
81
Canada Life
Manitoba, Canada
$15.8M -$152K -3,044 -1%
CCM
82
Cinctive Capital Management
New York
$15.5M +$5.55M +111,375 +56%
Allianz Asset Management
83
Allianz Asset Management
Germany
$15.4M -$394K -7,910 -2%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$14.7M -$24.9K -500 -0.2%
Axa
85
Axa
France
$14.6M -$756K -15,174 -5%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$13.7M +$553K +11,098 +4%
Swedbank
87
Swedbank
Sweden
$13.6M -$1.14M -22,818 -8%
DZ Bank
88
DZ Bank
Germany
$13.5M -$10.5M -209,676 -44%
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$13.5M -$421K -8,450 -3%
Prudential Financial
90
Prudential Financial
New Jersey
$12.8M -$10.9M -217,876 -46%
Citigroup
91
Citigroup
New York
$12.7M -$7.01M -140,645 -36%
HPWA
92
Hall Private Wealth Advisors
North Carolina
$12.4M +$85.7K +1,719 +0.7%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$12.2M +$6.06M +121,598 +98%
Mitsubishi UFJ Trust & Banking
94
Mitsubishi UFJ Trust & Banking
Japan
$12.2M +$4.74K +95 +0%
CGH
95
Crossmark Global Holdings
Texas
$11.7M +$460K +9,231 +4%
UCFA
96
United Capital Financial Advisors
Texas
$11.7M -$186K -3,729 -2%
First Trust Advisors
97
First Trust Advisors
Illinois
$11.5M +$2.37M +47,492 +26%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$10.9M -$230K -4,622 -2%
Aviva
99
Aviva
United Kingdom
$10.9M -$3.51M -70,379 -24%
Robeco Institutional Asset Management
100
Robeco Institutional Asset Management
Netherlands
$10.7M +$677K +13,577 +7%
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4
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