We are live on ! Find out more
IRM icon

Iron Mountain

816 hedge funds and large institutions have $12.9B invested in Iron Mountain in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 292 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

48% more call options, than puts

Call options by funds: $172M | Put options by funds: $116M

8% more capital invested

Capital invested by funds: $12B → $12.9B (+$940M)

3% more funds holding

Funds holding: 790816 (+26)

0.21% more ownership

Funds ownership: 77.68%77.89% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 292

Holders
816
Holders Change
+26
Holders Change %
+3.29%
% of All Funds
12.81%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
86
Increased
284
Reduced
292
Closed
51
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
101
Churchill Management
California
$11.4M +$11M +201,000 New
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$11.4M +$10.1M +183,788 +1,099%
ECM
103
ExodusPoint Capital Management
New York
$11.3M +$10.2M +186,382 +1,550%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$10.9M -$8.23M -150,321 -44%
SO
105
STRS Ohio
Ohio
$10.8M -$7.62M -139,207 -42%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$10.7M -$190K -3,474 -2%
Mitsubishi UFJ Trust & Banking
107
Mitsubishi UFJ Trust & Banking
Japan
$10.6M -$1.33M -24,288 -11%
HPWA
108
Hall Private Wealth Advisors
North Carolina
$10.6M -$717K -13,089 -7%
SAM
109
Storebrand Asset Management
Norway
$10.4M -$97.5K -1,781 -1%
SBIA
110
Sheaff Brock Investment Advisors
Indiana
$9.86M -$119K -2,169 -1%
SOADOR
111
State of Alaska Department of Revenue
Alaska
$9.82M -$957K -17,478 -9%
TTWM
112
TCV Trust & Wealth Management
Virginia
$9.81M -$260K -4,749 -3%
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$9.63M +$527K +9,631 +6%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$9.55M -$137K -2,500 -1%
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$9.53M -$64.3K -1,175 -0.7%
Aberdeen Group
116
Aberdeen Group
United Kingdom
$9.39M +$486K +8,885 +6%
SIG
117
Sargent Investment Group
Maryland
$9.32M -$1.13M -20,560 -11%
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
$9.31M
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$9.24M +$3.66M +66,790 +70%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$9.24M -$803K -14,664 -8%
UM
121
UniSuper Management
Australia
$8.86M +$8.54M +155,970 New
Toronto Dominion Bank
122
Toronto Dominion Bank
Ontario, Canada
$8.84M -$725K -13,236 -8%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$8.37M -$1.01M -18,426 -11%
D.E. Shaw & Co
124
D.E. Shaw & Co
New York
$8.3M +$3.64M +66,484 +84%
MA
125
Mutual Advisors
Nebraska
$8.26M -$1.1M -20,110 -12%