Iron Mountain
IRM
831 hedge funds and large institutions have $13.7B invested in Iron Mountain in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 290 increasing their positions, 315 reducing their positions, and 65 closing their positions.
96% more call options, than puts
Call options by funds: $129M | Put options by funds: $65.6M
86% more funds holding in top 10
Funds holding in top 10: 7 → 13 (+6)
35% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 65
6% more capital invested
Capital invested by funds: $12.9B → $13.7B (+$772M)
2% more funds holding
Funds holding: 816 → 831 (+15)
0.82% more ownership
Funds ownership: 77.89% → 78.71% (+0.82%)
8% less repeat investments, than reductions
Existing positions increased: 290 | Existing positions reduced: 315
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$140M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$73.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$72M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$65.8M |
| 5 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$53.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$93.1M |
| 2 |
Amundi
Paris,
France
|
-$70.8M |
| 3 |
State Street
Boston,
Massachusetts
|
-$44.1M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$44M |
| 5 |
IIM
INTECH Investment Management
West Palm Beach,
Florida
|
-$27.6M |
IRM Hedge Fund Activity: Q3 2023 in Review
831 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2023, worth a combined $13.7B — up 6% from $12.9B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new IRM positions and 65 closed out — a net gain of 23 holders — while 290 added to existing stakes and 315 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $140M. The largest seller was Capital World Investors, cutting an estimated $93.1M.
- 831 institutional investors held Iron Mountain (IRM) as of Q3 2023, up from 816 in Q2 2023.
- Funds reported $13.7B of Iron Mountain stock for Q3 2023, up 6% quarter-over-quarter.
- 88 funds opened new Iron Mountain positions in Q3 2023 and 65 closed out, a net change of +23 holders.
- The largest Iron Mountain buyer in Q3 2023 was Wellington Management Group, an estimated $140M added.
- The largest Iron Mountain seller in Q3 2023 was Capital World Investors, an estimated $93.1M sold.
Based on aggregated 13F filings for Q3 2023.