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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 %
RWM
1026
Ruedi Wealth Management
Illinois
$713 -$594 -5 -45%
TFM
1027
TFC Financial Management
Massachusetts
$713 – – –
WWM
1028
Wolff Wiese Magana
California
$595 – – –
TIM
1029
Tortoise Investment Management
New York
$594 – – –
MA
1030
MCF Advisors
Kentucky
$479 – – –
CT
1031
Colonial Trust
South Carolina
$467 +$467 +4 New
PPWM
1032
PFG Private Wealth Management
Florida
$365 – – –
CA
1033
Crewe Advisors
Utah
$357 +$357 +3 New
RWM
1034
Reston Wealth Management
Virginia
$356 +$356 +3 New
BF
1035
BOK Financial
Oklahoma
$355 – – –
WA
1036
WestEnd Advisors
North Carolina
$238 +$238 +2 New
PWMG
1037
Private Wealth Management Group
New Jersey
$238 +$238 +2 New
Capstone Investment Advisors
1038
Capstone Investment Advisors
New York
$119 -$150K -1,263 -100%
KFI
1039
Key Financial Inc
Pennsylvania
$119 – – –
A
1040
AlphaQuest
New York
$119 +$119 +1 New
MFG
1041
Mendota Financial Group
Wisconsin
$119 +$119 +1 New
JFGIW
1042
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$97 – – –
KA
1043
Kozak & Associates
Colorado
$88 -$14.4K -164 -99%
CMP
1044
Coston McIsaac & Partners
Maine
$21 – +1 +0.5%
DWM
1045
Dogwood Wealth Management
Kansas
$3 -$2 – –
Norges Bank
1046
Norges Bank
Norway
– -$290M -3,238,615 Closed
TPSF
1047
Texas Permanent School Fund
Texas
– -$4.33M -48,269 Closed
APG Asset Management
1048
APG Asset Management
Netherlands
– -$3.1M -37,044 Closed
OWP
1049
Obermeyer Wealth Partners
Colorado
– -$2.16M -24,069 Closed
State Farm Mutual Automobile Insurance
1050
State Farm Mutual Automobile Insurance
Illinois
– -$2.02M -22,500 Closed
40 41
42
43 44