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Iron Mountain

816 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, 284 increasing their positions, 292 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

48% more call options, than puts

Call options by funds: $172M | Put options by funds: $116M

8% more capital invested

Capital invested by funds: $12B → $12.9B (+$940M)

3% more funds holding

Funds holding: 790816 (+26)

0.21% more ownership

Funds ownership: 77.68%77.89% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 292

Holders
816
Holders Change
+26
Holders Change %
+3.29%
% of All Funds
12.81%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
86
Increased
284
Reduced
292
Closed
51
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
76
Adell Harriman & Carpenter
Texas
$18.4M -$206K -3,765 -1%
TD Asset Management
77
TD Asset Management
Ontario, Canada
$18.4M -$1.98M -36,185 -10%
Mirae Asset Global Investments
78
Mirae Asset Global Investments
South Korea
$18.3M -$986K -18,017 -5%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$18.1M -$206K -3,768 -1%
Canada Life
80
Canada Life
Manitoba, Canada
$18M -$152K -2,782 -0.9%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$17.8M -$437K -7,983 -2%
SEI Investments
82
SEI Investments
Pennsylvania
$17.5M +$6.52M +119,166 +63%
DIA
83
Dana Investment Advisors
Wisconsin
$17.4M -$1.03M -18,827 -6%
UBV
84
United Bank (Virginia)
Virginia
$17.1M -$930K -16,995 -5%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$16.1M -$112K -2,049 -0.7%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$16M +$1.46M +26,747 +10%
CGH
87
Crossmark Global Holdings
Texas
$15.3M +$595K +10,876 +4%
First Trust Advisors
88
First Trust Advisors
Illinois
$14.8M -$1.82M -33,201 -11%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$14.3M +$634K +11,588 +5%
Lazard Asset Management
90
Lazard Asset Management
New York
$13.9M +$473K +8,640 +4%
Retirement Systems of Alabama
91
Retirement Systems of Alabama
Alabama
$13.9M -$1.02M -18,719 -7%
Adage Capital Partners
92
Adage Capital Partners
Massachusetts
$13.7M +$4.08M +74,500 +45%
Swedbank
93
Swedbank
Sweden
$13.4M -$1.82M -33,272 -12%
UIC
94
Uniplan Investment Counsel
Wisconsin
$12.9M +$12.4M +226,364 New
UCFA
95
United Capital Financial Advisors
Texas
$12.8M +$19.8K +362 +0.2%
Citigroup
96
Citigroup
New York
$12.8M -$7.09M -129,485 -37%
CCM
97
Cinctive Capital Management
New York
$12.2M -$278K -5,083 -2%
GC
98
Guggenheim Capital
Illinois
$12.1M -$254K -4,648 -2%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.8M -$210K -3,828 -2%
GHAM
100
Gilman Hill Asset Management
Connecticut
$11.7M -$92K -1,681 -0.8%