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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
AAP
126
Ardsley Advisory Partners
Connecticut
$8.24M
Osaic Holdings
127
Osaic Holdings
Arizona
$8.07M -$382K -6,986 -5%
SFI
128
Susquehanna Fundamental Investments
Pennsylvania
$7.88M
Korea Investment Corp
129
Korea Investment Corp
South Korea
$7.79M -$7.03M -128,450 -48%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.72M -$700K -12,785 -9%
Natixis Advisors
131
Natixis Advisors
Massachusetts
$7.68M -$6.79K -124 -0.1%
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$7.64M +$229K +4,180 +3%
SCA
133
Snowden Capital Advisors
New York
$7.59M -$199K -3,628 -3%
AAM
134
AR Asset Management
California
$7.48M
JHP
135
James Hambro & Partners
United Kingdom
$7.45M +$581K +10,618 +9%
CAN
136
Cetera Advisor Networks
California
$7.3M +$265K +4,843 +4%
EE
137
EWG Elevate
California
$7.28M -$121K -2,210 -2%
Royal London Asset Management
138
Royal London Asset Management
United Kingdom
$7.16M +$981K +17,924 +17%
EAM
139
Erste Asset Management
Austria
$6.83M -$487K -8,900 -7%
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$6.64M +$260K +4,741 +4%
VAM
141
Vert Asset Management
California
$6.39M +$246K +4,490 +4%
Teacher Retirement System of Texas
142
Teacher Retirement System of Texas
Texas
$6.39M -$2.71M -49,548 -31%
Handelsbanken Fonder
143
Handelsbanken Fonder
Sweden
$6.29M +$955K +17,446 +19%
AAF
144
Andra AP-fonden
Sweden
$6.29M -$3.04M -55,500 -33%
WA
145
WealthTrust Axiom
Pennsylvania
$6.19M -$1.46M -26,759 -20%
KOCAA
146
Knights of Columbus Asset Advisors
Connecticut
$6.11M +$79K +1,443 +1%
ACM
147
AEW Capital Management
Massachusetts
$6.08M -$1.96M -35,880 -25%
HF
148
HRT Financial
New York
$5.97M +$5.76M +105,141 New
FNT
149
First National Trust
Pennsylvania
$5.97M +$4.86M +88,870 +550%
Point72 Asset Management
150
Point72 Asset Management
Connecticut
$5.94M +$159K +2,900 +3%