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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 %
BC
176
Burney Company
Virginia
$3.93M -$129K -2,434 -3%
SIC
177
Salem Investment Counselors
North Carolina
$3.84M -$377K -7,044 -9%
MC
178
Moors & Cabot
Massachusetts
$3.82M -$433K -8,186 -10%
TA
179
Tectonic Advisors
Texas
$3.77M +$737K +13,933 +24%
Janus Henderson Group
180
Janus Henderson Group
United Kingdom
$3.75M +$1.73M +32,654 +86%
NWM
181
NEIRG Wealth Management
Massachusetts
$3.74M +$174K +3,294 +5%
Wealthfront Advisers
182
Wealthfront Advisers
California
$3.69M -$2.65K -50 -0.1%
Truist Financial
183
Truist Financial
North Carolina
$3.68M -$278K -5,247 -7%
FRAF
184
Första AP-fonden
Sweden
$3.62M -$5.06M -95,700 -58%
Public Sector Pension Investment Board (PSP Investments)
185
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.58M +$23K +434 +0.6%
SMDAM
186
Sumitomo Mitsui DS Asset Management
Japan
$3.56M +$204K +3,856 +6%
OLA
187
Oliver Luxxe Assets
New Jersey
$3.56M – – –
HighTower Advisors
188
HighTower Advisors
Illinois
$3.51M +$102K +1,929 +3%
NI
189
Nepsis Inc
Minnesota
$3.48M +$22.4K +423 +0.6%
ATIA
190
American Trust Investment Advisors
New Hampshire
$3.47M +$84.4K +1,595 +2%
PGFC
191
Peapack-Gladstone Financial Corp
New Jersey
$3.45M +$11K +207 +0.3%
FAF
192
Fjarde Ap-fonden
Sweden
$3.42M -$116K -2,200 -3%
NAM
193
Nissay Asset Management
Japan
$3.34M +$15.4K +291 +0.5%
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$3.31M +$179K +3,385 +6%
TC
195
Truvestments Capital
Florida
$3.31M -$92.1K -1,741 -3%
BI
196
Bramshill Investments
Florida
$3.27M +$60.5K +1,143 +2%
Cetera Investment Advisers
197
Cetera Investment Advisers
Illinois
$3.27M -$528K -9,988 -14%
TAF
198
Tredje AP-fonden
Sweden
$3.26M +$152K +2,881 +5%
TPSF
199
Texas Permanent School Fund
Texas
$3.2M +$1.01M +19,160 +46%
VRM
200
Vectors Research Management
New York
$3.2M -$107K -2,022 -3%
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