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Iron Mountain
IRM

Overview Fund Activity

886 hedge funds and large institutions have $16.6B invested in Iron Mountain in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 64 closing their positions.

Holders
886
Holders Change
+59
Holders Change %
+7.13%
% of All Funds
12.99%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
134
Increased
276
Reduced
345
Closed
64
Calls
$110M
Puts
$76.5M
Net Calls
+$33.8M
Net Calls Change
-$29.5M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.57B
2
Morgan Stanley
2
Morgan Stanley
New York
$516M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$286M
4
BlackRock
4
BlackRock
New York
$1.63B
5
Prudential Financial
5
Prudential Financial
New Jersey
$156M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$288M
2
Northern Trust
2
Northern Trust
Illinois
$219M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$493M
4
EIP
4
Epoch Investment Partners
New York
$138M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.24B
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$14.1M 201,145 +2,843 +1%
Ensign Peak Advisors
102
Ensign Peak Advisors
Utah
$13.3M 189,961 +41,468 +28%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$13.3M 189,836 +2,959 +2%
CM
104
Churchill Management
California
$13M 185,443 -6,315 -3%
ACM
105
AEW Capital Management
Massachusetts
$12.7M 180,990 – –
GHAM
106
Gilman Hill Asset Management
Connecticut
$12.5M 178,184 -13,126 -7%
IIM
107
INTECH Investment Management
Florida
$12.4M 177,836 +23,076 +15%
GC
108
Guggenheim Capital
Illinois
$12.3M 175,610 -15,215 -8%
Macquarie Group
109
Macquarie Group
Australia
$11.9M 170,580 +85,763 +101%
TTWM
110
TCV Trust & Wealth Management
Virginia
$11.9M 170,407 -1,915 -1%
SOADOR
111
State of Alaska Department of Revenue
Alaska
$11.9M 169,390 -3,936 -2%
QCM
112
QRG Capital Management
Illinois
$11.9M 169,339 +22,620 +15%
Mitsubishi UFJ Trust & Banking
113
Mitsubishi UFJ Trust & Banking
Japan
$11.8M 168,806 -14,994 -8%
SBIA
114
Sheaff Brock Investment Advisors
Indiana
$11.7M 166,489 -4,113 -2%
DZ Bank
115
DZ Bank
Germany
$11.5M 164,514 -19,856 -11%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$11.5M 163,998 +32,937 +25%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$11.4M 163,295 +5,219 +3%
Chevy Chase Trust
118
Chevy Chase Trust
Maryland
$11.4M 163,108 -942 -0.6%
Handelsbanken Fonder
119
Handelsbanken Fonder
Sweden
$11.3M 162,087 +48,170 +42%
Lazard Asset Management
120
Lazard Asset Management
New York
$11.3M 161,231 -45,725 -22%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$11.2M 160,546 -5,465 -3%
Citigroup
122
Citigroup
New York
$11M 157,421 -79,669 -34%
UM
123
UniSuper Management
Australia
$11M 156,985 +1,015 +0.7%
State of New Jersey Common Pension Fund D
124
State of New Jersey Common Pension Fund D
New Jersey
$11M 156,870 – –
SCM
125
Shelton Capital Management
Colorado
$10.8M 154,670 +42,501 +38%
3 4
5
6 7