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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 %
PE
976
Point72 Europe
United Kingdom
– -$160K -2,280 Closed
IRC
977
Investors Research Corp
Georgia
– -$126K -1,803 Closed
FCMT
978
Founders Capital Management (Texas)
Texas
– -$98K -1,400 Closed
KI
979
Kapitalo Investimentos
Brazil
– -$96.8K -1,383 Closed
CMBA
980
C.M. Bidwell & Associates
Hawaii
– -$90.6K -1,295 Closed
Group One Trading
981
Group One Trading
Illinois
– -$72.6K -1,037 Closed
LA
982
LM Advisors
California
– -$70K -1,000 Closed
FWM
983
Focused Wealth Management
New York
– -$53.1K -758 Closed
EC
984
EdgeRock Capital
Colorado
– -$48.8K -706 Closed
WTG
985
West Tower Group
Virginia
– -$35.8K -512 Closed
FCT
986
First Community Trust
Iowa
– -$26.9K -385 Closed
JFGIW
987
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$26.8K -380 Closed
FPFS
988
First Personal Financial Services
North Carolina
– -$16.1K -230 Closed
GWS
989
Glassman Wealth Services
Virginia
– -$16K -228 Closed
NFA
990
Northwest Financial Advisors
Virginia
– -$9.87K -141 Closed
BEI
991
Benjamin Edwards Inc
Missouri
– -$10K -140 Closed
TWM
992
Tradition Wealth Management
Minnesota
– -$9K -123 Closed
NRG
993
Nemes Rush Group
Michigan
– -$7.91K -113 Closed
PS
994
Planned Solutions
California
– -$7.49K -107 Closed
FIA
995
FNY Investment Advisers
New York
– -$6K -100 Closed
TCWA
996
Turtle Creek Wealth Advisors
Texas
– -$4.2K -60 Closed
CFD
997
Creative Financial Designs
Indiana
– -$3.5K -50 Closed
CSC
998
Caldwell Sutter Capital
California
– -$1.75K -25 Closed
SWS
999
SYSTM Wealth Solutions
Illinois
– -$766 -11 Closed
IWA
1000
IBEX Wealth Advisors
New Jersey
– -$496 -7 Closed
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