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Iron Mountain
IRM

Overview Fund Activity

959 hedge funds and large institutions have $22.2B invested in Iron Mountain in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 327 increasing their positions, 370 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+26
Holders Change %
+2.79%
% of All Funds
13.95%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.26%
New
103
Increased
327
Reduced
370
Closed
60
Calls
$184M
Puts
$104M
Net Calls
+$79.4M
Net Calls Change
+$49.9M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.5B
2
State Street
2
State Street
Massachusetts
$1.58B
3
Legal & General Group
3
Legal & General Group
United Kingdom
$309M
4
AM
4
AGF Management
Ontario, Canada
$201M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$216M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
UBS AM
2
UBS AM
Illinois
$44.6M
3
Millennium Management
3
Millennium Management
New York
$6.99M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
Amundi
5
Amundi
France
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
VMPIC
151
Varma Mutual Pension Insurance Co
Finland
$10.5M +$10.5M +117,238 New
COPPSERS
152
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.4M +$4.64M +51,822 +81%
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$10.2M +$665K +7,415 +7%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.1M -$71.6K -799 -0.7%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$10.1M -$127K -1,421 -1%
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$9.8M +$28.3K +316 +0.3%
BCM
157
Brookstone Capital Management
Illinois
$9.77M +$1.14M +11,454 +13%
Victory Capital Management
158
Victory Capital Management
Texas
$9.63M -$129K -1,441 -1%
UM
159
UniSuper Management
Australia
$9.62M +$8.27M +92,262 +614%
State of New Jersey Common Pension Fund D
160
State of New Jersey Common Pension Fund D
New Jersey
$9.51M -$4.55M -50,788 -32%
PP
161
Prudential plc
United Kingdom
$8.89M -$2.83M -31,594 -24%
Lido Advisors
162
Lido Advisors
California
$8.83M +$8.24M +91,270 +1,384%
Creative Planning
163
Creative Planning
Kansas
$8.68M +$1.22M +13,583 +16%
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$8.66M +$1.44M +16,080 +20%
X
165
Xponance
Pennsylvania
$8.61M +$3.53M +39,442 +70%
EAM
166
Erste Asset Management
Austria
$8.57M – – –
UIM
167
USS Investment Management
United Kingdom
$8.53M +$314K +3,506 +4%
MIM
168
MetLife Investment Management
New Jersey
$8.5M +$1.84M +20,566 +28%
FCMA
169
Foresight Capital Management Advisors
Michigan
$8.49M -$34.3K -383 -0.4%
PAG
170
Private Advisor Group
New Jersey
$8.42M +$796K +8,877 +10%
VI
171
Vestcor Inc
New Brunswick, Canada
$8.4M +$325K +3,628 +4%
TA
172
Tectonic Advisors
Texas
$8.39M +$497K +5,551 +6%
SPS
173
Susquehanna Portfolio Strategies
Pennsylvania
$8.18M – – –
MML Investors Services
174
MML Investors Services
Massachusetts
$8.1M -$757K -8,449 -9%
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$7.94M -$640K -7,144 -7%
5 6
7
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