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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 %
VAM
151
Vert Asset Management
California
$9.78M +$289K +3,608 +3%
Franklin Resources
152
Franklin Resources
California
$9.64M +$5.78M +72,092 +150%
CWM
153
CIBC World Markets
New York
$9.64M -$1.15M -14,285 -11%
GC
154
Gillson Capital
Illinois
$9.51M +$9.51M +118,499 New
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$9.38M -$15.3M -191,312 -62%
EF
156
Empowered Funds
Pennsylvania
$9.32M +$4.16M +51,858 +81%
SSA
157
Schonfeld Strategic Advisors
New York
$9.29M -$9.61M -119,757 -51%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$9.14M +$2.99M +37,295 +49%
Ohio Public Employees Retirement System (OPERS)
159
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.13M -$980K -12,222 -10%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$8.74M -$4.13M -51,552 -32%
Victory Capital Management
161
Victory Capital Management
Texas
$8.74M -$530K -6,609 -6%
SCM
162
Shelton Capital Management
Colorado
$8.68M -$3.73M -46,499 -30%
FNT
163
First National Trust
Pennsylvania
$8.6M +$78.4K +978 +0.9%
Acadian Asset Management
164
Acadian Asset Management
Massachusetts
$8.6M -$1.91M -23,763 -18%
Wealth Enhancement Advisory Services
165
Wealth Enhancement Advisory Services
Minnesota
$8.52M -$794K -9,905 -9%
Squarepoint
166
Squarepoint
New York
$8.46M +$7.83M +97,612 +1,234%
MML Investors Services
167
MML Investors Services
Massachusetts
$7.93M +$577K +7,194 +8%
EAM
168
Erste Asset Management
Austria
$7.7M +$128K +1,600 +2%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$7.69M +$150K +1,865 +2%
FCMA
170
Foresight Capital Management Advisors
Michigan
$7.63M +$115K +1,429 +2%
MAV
171
Mason & Associates (Virginia)
Virginia
$7.63M +$7.63M +95,114 New
UIM
172
USS Investment Management
United Kingdom
$7.35M +$655K +8,174 +10%
SPS
173
Susquehanna Portfolio Strategies
Pennsylvania
$7.32M – – –
VI
174
Vestcor Inc
New Brunswick, Canada
$7.22M +$1.51M +18,843 +26%
Korea Investment Corp
175
Korea Investment Corp
South Korea
$7.16M -$36.3K -452 -0.5%
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