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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 %
Mackenzie Financial
151
Mackenzie Financial
Ontario, Canada
$6.69M +$5.26M +91,848 +367%
SCM
152
Shelton Capital Management
Colorado
$6.67M +$3.17M +53,400 +91%
FNT
153
First National Trust
Pennsylvania
$6.63M +$383K +6,443 +6%
EE
154
EWG Elevate
California
$6.62M -$997K -16,771 -13%
WA
155
WealthTrust Axiom
Pennsylvania
$6.36M -$121K -2,027 -2%
ACIM
156
Azimuth Capital Investment Management
Michigan
$6.16M -$49.3K -830 -0.8%
Marshall Wace
157
Marshall Wace
United Kingdom
$5.81M +$5.42M +91,187 +1,382%
UIM
158
USS Investment Management
United Kingdom
$5.67M +$441K +7,419 +8%
Millennium Management
159
Millennium Management
New York
$5.65M -$20.5M -345,601 -78%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$5.64M +$860K +14,470 +18%
M&T Bank
161
M&T Bank
New York
$5.57M -$486K -8,170 -8%
WCA
162
Waratah Capital Advisors
Ontario, Canada
$5.55M +$5.55M +93,286 New
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$5.48M -$111K -1,859 -2%
CC
164
Chicago Capital
Illinois
$5.48M – – –
LA
165
LBP AM
France
$5.36M +$617K +10,385 +13%
Korea Investment Corp
166
Korea Investment Corp
South Korea
$5.29M -$2.86M -48,026 -35%
MML Investors Services
167
MML Investors Services
Massachusetts
$5.13M +$246K +4,143 +5%
SIMG
168
Sonora Investment Management Group
Arizona
$5.09M -$145K -2,436 -3%
LFDLE
169
La Financiere de L'Echiquier
France
$5.09M +$317K +5,338 +7%
Allspring Global Investments
170
Allspring Global Investments
North Carolina
$5.05M +$2.52M +42,407 +100%
Macquarie Group
171
Macquarie Group
Australia
$5.04M +$2.64M +44,465 +110%
PAG
172
Private Advisor Group
New Jersey
$5.04M +$94K +1,581 +2%
MYAM
173
Meiji Yasuda Asset Management
Japan
$5.02M -$28.1K -473 -0.6%
BNP Paribas Financial Markets
174
BNP Paribas Financial Markets
France
$4.98M -$11.8M -197,954 -70%
Axa
175
Axa
France
$4.97M +$1.78M +30,024 +56%
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