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Iron Mountain
IRM

Overview Fund Activity

783 hedge funds and large institutions have $11.9B invested in Iron Mountain in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 301 increasing their positions, 264 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
12.53%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
72
Increased
301
Reduced
264
Closed
54
Calls
$169M
Puts
$82.1M
Net Calls
+$87M
Net Calls Change
+$14.1M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$155M
2
Geode Capital Management
Geode Capital Management
Massachusetts
$411M
3
Bank of America
Bank of America
North Carolina
$80.4M
4
Deutsche Bank
Deutsche Bank
Germany
$243M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
$52.5M

Top Sellers

1
Invesco
Invesco
Georgia
$117M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
3
LSV Asset Management
LSV Asset Management
Illinois
$0
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$26.3M
5
Barclays
Barclays
United Kingdom
$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Handelsbanken Fonder
151
Handelsbanken Fonder
Sweden
$4.93M +$471K +8,900 +11%
CC
152
Chicago Capital
Illinois
$4.88M – – –
SIMG
153
Sonora Investment Management Group
Arizona
$4.83M -$73.6K -1,391 -1%
UIM
154
USS Investment Management
United Kingdom
$4.65M +$128K +2,417 +3%
WBC
155
Westpac Banking Corp
Australia
$4.56M -$189K -3,573 -4%
Robeco Institutional Asset Management
156
Robeco Institutional Asset Management
Netherlands
$4.55M -$6.77M -127,916 -60%
SFI
157
Siemens Fonds Invest
Germany
$4.52M -$3.07K -58 -0.1%
PAG
158
Private Advisor Group
New Jersey
$4.49M -$100K -1,893 -2%
MYAM
159
Meiji Yasuda Asset Management
Japan
$4.48M – – –
ASRS
160
Arizona State Retirement System
Arizona
$4.47M +$118K +2,239 +3%
MIM
161
MetLife Investment Management
New Jersey
$4.42M -$46.5K -879 -1%
LA
162
LBP AM
France
$4.42M -$211K -3,995 -5%
TPCW
163
TD Private Client Wealth
New York
$4.39M +$53.9K +1,018 +1%
AAM
164
Advisors Asset Management
Colorado
$4.36M +$511K +9,649 +13%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$4.35M -$76.7K -1,449 -2%
AIG
166
American International Group
New York
$4.25M +$12.5K +237 +0.3%
AAS
167
Avantax Advisory Services
Texas
$4.25M +$150K +2,836 +4%
SOMRS
168
State of Michigan Retirement System
Michigan
$4.22M +$42.3K +800 +1%
D.E. Shaw & Co
169
D.E. Shaw & Co
New York
$4.21M -$2.13M -40,261 -34%
MML Investors Services
170
MML Investors Services
Massachusetts
$4.09M -$121K -2,290 -3%
BEAM
171
Baker Ellis Asset Management
Washington
$4.09M -$519K -9,817 -11%
NIA
172
NIA Impact Advisors
California
$4.09M +$463K +8,744 +13%
WC
173
Woodstock Corp
Massachusetts
$4.08M – – –
WHG
174
Westwood Holdings Group
Texas
$4.03M +$4.03M +76,200 New
HC
175
Hourglass Capital
Texas
$3.99M -$68.8K -1,300 -2%
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