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Iron Mountain
IRM

Overview Fund Activity

810 hedge funds and large institutions have $12.9B invested in Iron Mountain in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 283 increasing their positions, 289 reducing their positions, and 50 closing their positions.

Holders
810
Holders Change
+27
Holders Change %
+3.45%
% of All Funds
12.78%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
86
Increased
283
Reduced
289
Closed
50
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.2M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$439M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$106M
3
Prudential Financial
3
Prudential Financial
New Jersey
$74.7M
4
BNP Paribas Asset Management
4
BNP Paribas Asset Management
France
$40.8M
5
Amundi
5
Amundi
France
$217M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.16B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.66B
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$0
4
Bank of America
4
Bank of America
North Carolina
$50.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$249M
Name Market Value Shares Shares
Change 		Shares
Change %
AHC
76
Adell Harriman & Carpenter
Texas
$18.4M 321,111 -3,765 -1%
TD Asset Management
77
TD Asset Management
Ontario, Canada
$18.4M 323,463 -36,185 -10%
Mirae Asset Global Investments
78
Mirae Asset Global Investments
South Korea
$18.3M 322,578 -18,017 -5%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$18.1M 319,250 -3,768 -1%
Canada Life
80
Canada Life
Manitoba, Canada
$18M 315,768 -2,782 -0.9%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$17.8M 313,509 -7,983 -2%
SEI Investments
82
SEI Investments
Pennsylvania
$17.5M 307,382 +119,166 +63%
DIA
83
Dana Investment Advisors
Wisconsin
$17.4M 305,578 -18,827 -6%
UBV
84
United Bank (Virginia)
Virginia
$17.1M 301,007 -16,995 -5%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$16.1M 283,920 -2,049 -0.7%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$16M 281,783 +26,747 +10%
CGH
87
Crossmark Global Holdings
Texas
$15.3M 252,837 +10,876 +4%
First Trust Advisors
88
First Trust Advisors
Illinois
$14.8M 260,702 -33,201 -11%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$14.3M 250,990 +11,588 +5%
Lazard Asset Management
90
Lazard Asset Management
New York
$13.9M 244,307 +8,640 +4%
Retirement Systems of Alabama
91
Retirement Systems of Alabama
Alabama
$13.9M 244,152 -18,719 -7%
Adage Capital Partners
92
Adage Capital Partners
Massachusetts
$13.7M 240,552 +74,500 +45%
Swedbank
93
Swedbank
Sweden
$13.4M 235,702 -33,272 -12%
UIC
94
Uniplan Investment Counsel
Wisconsin
$12.9M 226,364 +226,364 New
UCFA
95
United Capital Financial Advisors
Texas
$12.8M 225,797 +362 +0.2%
Citigroup
96
Citigroup
New York
$12.8M 225,179 -129,485 -37%
CCM
97
Cinctive Capital Management
New York
$12.2M 214,329 -5,083 -2%
GC
98
Guggenheim Capital
Illinois
$12.1M 212,797 -4,648 -2%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.8M 207,365 -3,828 -2%
GHAM
100
Gilman Hill Asset Management
Connecticut
$11.7M 205,753 -1,681 -0.8%
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4
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