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Iron Mountain
IRM

Overview Fund Activity

933 hedge funds and large institutions have $19B invested in Iron Mountain in 2024 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 309 increasing their positions, 327 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+47
Holders Change %
+5.3%
% of All Funds
13.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
125
Increased
309
Reduced
327
Closed
68
Calls
$141M
Puts
$111M
Net Calls
+$29.5M
Net Calls Change
-$4.32M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$119M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.9B
3
Millennium Management
3
Millennium Management
New York
$76.9M
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$71.8M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$128M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$277M
2
Invesco
2
Invesco
Georgia
$161M
3
Deutsche Bank
3
Deutsche Bank
Germany
$309M
4
Citadel Advisors
4
Citadel Advisors
Florida
$102M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
126
Lazard Asset Management
New York
$12.7M -$239K -2,981 -2%
State of New Jersey Common Pension Fund D
127
State of New Jersey Common Pension Fund D
New Jersey
$12.6M – – –
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$12.4M -$769K -9,590 -6%
SBIA
129
Sheaff Brock Investment Advisors
Indiana
$12.3M -$1.03M -12,843 -8%
GC
130
Guggenheim Capital
Illinois
$11.7M -$2.38M -29,705 -17%
CIBC World Market
131
CIBC World Market
Ontario, Canada
$11.6M +$7.89M +98,394 +212%
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$11.4M +$94.6K +1,170 +0.8%
SG Americas Securities
133
SG Americas Securities
New York
$11.2M +$8.72M +108,712 +352%
EAM
134
Eagle Asset Management
Florida
$11.2M – – –
CAN
135
Cetera Advisor Networks
California
$11.2M +$524K +6,531 +5%
VOYA Investment Management
136
VOYA Investment Management
Georgia
$11M -$408K -5,090 -4%
SIG
137
Sargent Investment Group
Maryland
$10.9M -$837K -10,431 -7%
DZ Bank
138
DZ Bank
Germany
$10.9M -$2.31M -28,832 -18%
HighTower Advisors
139
HighTower Advisors
Illinois
$10.7M +$5.37M +66,924 +101%
Treasurer of the State of North Carolina
140
Treasurer of the State of North Carolina
North Carolina
$10.7M +$66.6K +830 +0.6%
ACM
141
AEW Capital Management
Massachusetts
$10.6M -$3.92M -48,870 -27%
Osaic Holdings
142
Osaic Holdings
Arizona
$10.6M -$460K -5,740 -4%
Royal London Asset Management
143
Royal London Asset Management
United Kingdom
$10.5M +$276K +3,435 +3%
PP
144
Prudential plc
United Kingdom
$10.5M +$4.93M +61,444 +89%
Mackenzie Financial
145
Mackenzie Financial
Ontario, Canada
$10.5M +$1.01M +12,597 +11%
AAM
146
AR Asset Management
California
$10.5M – – –
Allspring Global Investments
147
Allspring Global Investments
North Carolina
$10.4M +$1.82M +22,715 +21%
MA
148
Mutual Advisors
Nebraska
$10.2M -$178K -2,220 -2%
JHP
149
James Hambro & Partners
United Kingdom
$9.89M -$419K -5,230 -4%
SCA
150
Snowden Capital Advisors
New York
$9.8M -$927K -11,469 -9%
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