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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SIG
126
Sargent Investment Group
Maryland
$10.2M -$586K -8,368 -5%
Alyeska Investment Group
127
Alyeska Investment Group
Illinois
$10.2M +$10.2M +145,603 New
VOYA Investment Management
128
VOYA Investment Management
Georgia
$9.97M -$353K -5,044 -3%
PAMP
129
Polar Asset Management Partners
Ontario, Canada
$9.84M +$9.84M +140,600 New
EAM
130
Eagle Asset Management
Florida
$9.84M – – –
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$9.8M -$899K -12,853 -8%
Osaic Holdings
132
Osaic Holdings
Arizona
$9.61M -$3.01M -43,019 -24%
CWM
133
CIBC World Markets
New York
$9.41M +$8.28M +118,346 +735%
CAN
134
Cetera Advisor Networks
California
$9.29M -$307K -4,394 -3%
SCA
135
Snowden Capital Advisors
New York
$9.28M +$120K +1,719 +1%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$9.25M +$88.2K +1,260 +1%
LA
137
LBP AM
France
$9.24M +$2.93M +41,862 +46%
Acadian Asset Management
138
Acadian Asset Management
Massachusetts
$9.16M +$4.96M +70,968 +118%
AAM
139
AR Asset Management
California
$9.14M – – –
MA
140
Mutual Advisors
Nebraska
$9.09M -$574K -8,208 -6%
KOCAA
141
Knights of Columbus Asset Advisors
Connecticut
$9.04M +$151K +2,155 +2%
JHP
142
James Hambro & Partners
United Kingdom
$9M +$36.4K +520 +0.4%
Royal London Asset Management
143
Royal London Asset Management
United Kingdom
$8.94M -$840 -12 -0%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.82M +$335K +4,792 +4%
AAF
145
Andra AP-fonden
Sweden
$8.71M +$2.92M +41,700 +50%
Toronto Dominion Bank
146
Toronto Dominion Bank
Ontario, Canada
$8.37M -$1.58M -22,542 -16%
Teacher Retirement System of Texas
147
Teacher Retirement System of Texas
Texas
$8.3M -$398K -5,688 -5%
VAM
148
Vert Asset Management
California
$8.28M -$29.2K -417 -0.4%
Mackenzie Financial
149
Mackenzie Financial
Ontario, Canada
$8.26M +$77.8K +1,112 +1%
Wealth Enhancement Advisory Services
150
Wealth Enhancement Advisory Services
Minnesota
$8.13M -$384K -5,494 -5%
4 5
6
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