IRM icon

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
Wellington Management Group
1
Wellington Management Group
Massachusetts
$179M
2
Citadel Advisors
2
Citadel Advisors
Florida
$108M
3
Ameriprise
3
Ameriprise
Minnesota
$104M
4
Invesco
4
Invesco
Georgia
$193M
5
HRES
5
Heitman Real Estate Securities
Illinois
$51.7M

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 Holding Trade Value Shares
Change 		Shares
Change %
SIG
126
Sargent Investment Group
Maryland
$9.2M -$557K -9,365 -6%
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$9.09M +$335K +5,635 +4%
Ensign Peak Advisors
128
Ensign Peak Advisors
Utah
$8.83M -$844K -14,198 -9%
VOYA Investment Management
129
VOYA Investment Management
Georgia
$8.77M -$2.61M -43,911 -23%
QCM
130
QRG Capital Management
Illinois
$8.72M +$8.72M +146,719 New
Toronto Dominion Bank
131
Toronto Dominion Bank
Ontario, Canada
$8.45M -$804K -13,521 -9%
EAM
132
Eagle Asset Management
Florida
$8.36M +$5.19M +87,340 +164%
MA
133
Mutual Advisors
Nebraska
$8.21M -$431K -7,258 -5%
CAN
134
Cetera Advisor Networks
California
$8.16M +$520K +8,745 +7%
HPWA
135
Hall Private Wealth Advisors
North Carolina
$8.15M -$2.93M -49,246 -26%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$7.79M +$848K +14,267 +12%
SCA
137
Snowden Capital Advisors
New York
$7.78M -$157K -2,643 -2%
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$7.78M -$210K -3,540 -3%
AAM
139
AR Asset Management
California
$7.76M -$59.4K -1,000 -0.8%
SSA
140
Schonfeld Strategic Advisors
New York
$7.64M +$6.63M +111,594 +659%
JHP
141
James Hambro & Partners
United Kingdom
$7.62M -$187K -3,152 -2%
Royal London Asset Management
142
Royal London Asset Management
United Kingdom
$7.6M +$105K +1,765 +1%
KOCAA
143
Knights of Columbus Asset Advisors
Connecticut
$7.55M +$1.15M +19,412 +18%
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
$7.39M +$702K +11,812 +11%
EAM
145
Erste Asset Management
Austria
$7.3M – – –
Victory Capital Management
146
Victory Capital Management
Texas
$7.29M +$1.27M +21,313 +21%
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$7.23M +$7.23M +121,682 New
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.21M -$869K -14,615 -11%
VAM
149
Vert Asset Management
California
$7.06M +$369K +6,215 +6%
Handelsbanken Fonder
150
Handelsbanken Fonder
Sweden
$6.77M +$192K +3,224 +3%
4 5
6
7 8