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Iron Mountain
IRM

Overview Fund Activity

827 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, 312 reducing their positions, and 63 closing their positions.

Holders
827
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.21%
New
88
Increased
290
Reduced
312
Closed
63
Calls
$129M
Puts
$65.6M
Net Calls
+$63.3M
Net Calls Change
+$7.46M

Top Buyers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$202M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$179M
3
Citadel Advisors
3
Citadel Advisors
Florida
$108M
4
Ameriprise
4
Ameriprise
Minnesota
$104M
5
Invesco
5
Invesco
Georgia
$193M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.12B
2
Amundi
2
Amundi
France
$160M
3
State Street
3
State Street
Massachusetts
$793M
4
Charles Schwab
4
Charles Schwab
California
$183M
5
IIM
5
INTECH Investment Management
Florida
$9.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
101
Lazard Asset Management
New York
$12.3M 206,956 -37,351 -15%
UCFA
102
United Capital Financial Advisors
Texas
$12.1M 204,256 -21,541 -10%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$11.8M 198,302 +10,063 +5%
SG Americas Securities
104
SG Americas Securities
New York
$11.4M 192,518 -222,265 -54%
CM
105
Churchill Management
California
$11.4M 191,758 -9,242 -5%
GHAM
106
Gilman Hill Asset Management
Connecticut
$11.4M 191,310 -14,443 -7%
GC
107
Guggenheim Capital
Illinois
$11.3M 190,825 -21,972 -10%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$11.1M 186,877 +17,439 +10%
DZ Bank
109
DZ Bank
Germany
$11M 184,370 -260,335 -59%
Mitsubishi UFJ Trust & Banking
110
Mitsubishi UFJ Trust & Banking
Japan
$10.9M 183,800 -3,582 -2%
ACM
111
AEW Capital Management
Massachusetts
$10.8M 180,990 +73,960 +69%
Osaic Holdings
112
Osaic Holdings
Arizona
$10.7M 180,300 +38,410 +27%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$10.7M 180,136 +17,498 +11%
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$10.4M 174,524 +28,460 +19%
SOADOR
115
State of Alaska Department of Revenue
Alaska
$10.3M 173,326 +398 +0.2%
TTWM
116
TCV Trust & Wealth Management
Virginia
$10.2M 172,322 -378 -0.2%
SBIA
117
Sheaff Brock Investment Advisors
Indiana
$10.1M 170,602 -2,950 -2%
Aberdeen Group
118
Aberdeen Group
United Kingdom
$10.1M 169,404 +4,058 +2%
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$9.87M 166,011 -2,116 -1%
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$9.75M 164,050 -3,715 -2%
HighTower Advisors
121
HighTower Advisors
Illinois
$9.45M 159,030 +92,924 +141%
Natixis Advisors
122
Natixis Advisors
Massachusetts
$9.4M 158,076 +22,816 +17%
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
$9.33M 156,870 -7,009 -4%
UM
124
UniSuper Management
Australia
$9.27M 155,970 – –
IIM
125
INTECH Investment Management
Florida
$9.2M 154,760 -452,050 -74%
3 4
5
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