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Iron Mountain
IRM

Overview Fund Activity

1,042 hedge funds and large institutions have $28.3B invested in Iron Mountain in 2024 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 317 increasing their positions, 414 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
+83
Holders Change %
+8.65%
% of All Funds
15.07%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.35%
New
161
Increased
317
Reduced
414
Closed
67
Calls
$357M
Puts
$222M
Net Calls
+$135M
Net Calls Change
+$55.4M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.72B
2
UBS AM
2
UBS AM
Illinois
$377M
3
PI
3
PGGM Investments
Netherlands
$129M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$101M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$66.6M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.11B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$72.6M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$372M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$284M
5
State Street
5
State Street
Massachusetts
$1.98B
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1001
MV Capital Management
Maryland
$12K +$119 +1 +1%
LI
1002
LRI Investments
Florida
$12K – – –
AWM
1003
Ameliora Wealth Management
Switzerland
$11.9K – – –
MWA
1004
MFA Wealth Advisors
Pennsylvania
$11.9K – – –
HC
1005
Hoese & Co
Minnesota
$11.9K – – –
RTL
1006
Red Tortoise LLC
Georgia
$11.2K – – –
ACM
1007
Anfield Capital Management
California
$10.5K – – –
MCM
1008
Manchester Capital Management
Vermont
$9.27K – – –
PCMC
1009
Planning Capital Management Corporation
Pennsylvania
$8.56K – – –
CPA
1010
Capital Performance Advisors
California
$8.44K +$8.44K +71 New
FMTCOCP
1011
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K -$3.5K -29 -33%
BGAI
1012
Bruce G. Allen Investments
Colorado
$4.87K – – –
GFPC
1013
Global Financial Private Client
Florida
$4.4K +$4.4K +37 New
GBT
1014
Grove Bank & Trust
Florida
$4.16K +$4.16K +35 New
IAIM
1015
International Assets Investment Management
Florida
$3.78K +$3.75K +445,207 +12,953%
HCM
1016
Hollencrest Capital Management
California
$3.45K – – –
TCA
1017
Trifecta Capital Advisors
Illinois
$3.21K – – –
PA
1018
Pineridge Advisors
Missouri
$3.09K -$594 -5 -16%
VCM
1019
Versant Capital Management
Arizona
$3.09K – – –
JPWM
1020
Jamison Private Wealth Management
Georgia
$2.97K – – –
CPG
1021
Cornerstone Planning Group
New Jersey
$2.42K +$383 +3 +19%
SFCL
1022
Strengthening Families & Communities LLC
Massachusetts
$1.78K – – –
AP
1023
Aspect Partners
Virginia
$1.66K +$119 +1 +8%
CAL
1024
Capital Advisors Ltd
Ohio
$1K – – –
RTC
1025
Riverview Trust Company
Washington
$951 +$951 +8 New
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