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Iron Mountain
IRM

Overview Fund Activity

783 hedge funds and large institutions have $11.9B invested in Iron Mountain in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 301 increasing their positions, 264 reducing their positions, and 54 closing their positions.

Holders
783
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
12.53%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
72
Increased
301
Reduced
264
Closed
54
Calls
$169M
Puts
$82.1M
Net Calls
+$87M
Net Calls Change
+$14.1M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$155M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$411M
3
Bank of America
3
Bank of America
North Carolina
$80.4M
4
Deutsche Bank
4
Deutsche Bank
Germany
$243M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$52.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$117M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
3
LSV Asset Management
3
LSV Asset Management
Illinois
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$26.3M
5
Barclays
5
Barclays
United Kingdom
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPWA
101
Hall Private Wealth Advisors
North Carolina
$10.6M -$2.58M -48,820 -20%
SOADOR
102
State of Alaska Department of Revenue
Alaska
$10.1M +$176K +3,320 +2%
SEI Investments
103
SEI Investments
Pennsylvania
$9.96M +$3.73M +70,553 +60%
SIG
104
Sargent Investment Group
Maryland
$9.79M -$284K -5,353 -3%
TTWM
105
TCV Trust & Wealth Management
Virginia
$9.39M +$54.6K +1,032 +0.6%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$9.38M +$2.06M +39,001 +28%
SBIA
107
Sheaff Brock Investment Advisors
Indiana
$9.3M +$17.3K +327 +0.2%
Millennium Management
108
Millennium Management
New York
$9.04M +$7.19M +135,947 +389%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$9.03M +$556K +10,512 +7%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$8.94M +$91.7K +1,733 +1%
Toronto Dominion Bank
111
Toronto Dominion Bank
Ontario, Canada
$8.93M +$363K +6,857 +4%
AAF
112
Andra AP-fonden
Sweden
$8.79M +$1.31M +24,700 +17%
Adage Capital Partners
113
Adage Capital Partners
Massachusetts
$8.79M -$6.86M -129,600 -44%
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$8.77M +$936K +17,698 +12%
MA
115
Mutual Advisors
Nebraska
$8.76M -$75.1K -1,420 -0.9%
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$8.67M – – –
Teacher Retirement System of Texas
117
Teacher Retirement System of Texas
Texas
$8.57M +$919K +17,372 +12%
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$8.46M +$2.68M +50,566 +46%
Aberdeen Group
119
Aberdeen Group
United Kingdom
$8.28M +$488K +9,222 +6%
Osaic Holdings
120
Osaic Holdings
Arizona
$7.88M -$67.9K -1,283 -0.9%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.87M -$334K -6,307 -4%
AAP
122
Ardsley Advisory Partners
Connecticut
$7.67M -$529K -10,000 -6%
ACM
123
AEW Capital Management
Massachusetts
$7.56M +$1.13M +21,280 +17%
SFI
124
Susquehanna Fundamental Investments
Pennsylvania
$7.33M -$299K -5,650 -4%
SCA
125
Snowden Capital Advisors
New York
$7.26M -$63.1K -1,192 -0.9%
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5
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