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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 %
WHC
1076
Wulff, Hansen & Co
California
– -$405K -4,520 Closed
ACM
1077
AlphaStar Capital Management
North Carolina
– -$401K -4,472 Closed
GAM
1078
Griffin Asset Management
New York
– -$398K -4,441 Closed
TL
1079
Tradewinds LLC
North Carolina
– -$396K -4,415 Closed
CG
1080
Cynosure Group
Utah
– -$388K -4,334 Closed
TSS
1081
Two Sigma Securities
New York
– -$293K -3,269 Closed
BFM
1082
Boston Financial Management
Massachusetts
– -$278K -3,100 Closed
FRM
1083
Fox Run Management
Connecticut
– -$275K -3,072 Closed
FDS
1084
First Dallas Securities
Texas
– -$267K -2,975 Closed
EDRH
1085
Edmond de Rothschild Holding
Switzerland
– -$266K -2,966 Closed
TPM
1086
Triasima Portfolio Management
Quebec, Canada
– -$246K -2,750 Closed
PVI
1087
Pine Valley Investments
New Jersey
– -$246K -2,750 Closed
MC
1088
Machina Capital
France
– -$243K -2,714 Closed
MSFS
1089
Main Street Financial Solutions
Pennsylvania
– -$208K -2,325 Closed
HCM
1090
Hodges Capital Management
Texas
– -$202K -2,250 Closed
MW
1091
Maia Wealth
Colorado
– -$215K -2,202 Closed
NP
1092
Ninepoint Partners
Ontario, Canada
– -$150K -1,674 Closed
RWMG
1093
Redwood Wealth Management Group
New Jersey
– -$112K -1,245 Closed
PAI
1094
Pittenger & Anderson Inc
Nebraska
– -$101K -1,125 Closed
EC
1095
EdgeRock Capital
Colorado
– -$79.9K -891 Closed
LIA
1096
Lynx Investment Advisory
District of Columbia
– -$73.8K -824 Closed
WB
1097
Webster Bank
Connecticut
– -$49.9K -557 Closed
OCM
1098
Orion Capital Management
California
– -$44.8K -500 Closed
TFF
1099
The Family Firm
Maryland
– -$44.7K -499 Closed
OPTFSNA
1100
Old Point Trust & Financial Services N A
Virginia
– -$22.4K -250 Closed
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