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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.

New
Increased
Maintained
Reduced
Closed
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
Wellington Management Group
Massachusetts
$179M
2
Citadel Advisors
Citadel Advisors
Florida
$108M
3
Ameriprise
Ameriprise
Minnesota
$104M
4
Invesco
Invesco
Georgia
$193M
5
HRES
Heitman Real Estate Securities
Illinois
$51.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.12B
2
Amundi
Amundi
France
$160M
3
State Street
State Street
Massachusetts
$793M
4
Charles Schwab
Charles Schwab
California
$183M
5
IIM
INTECH Investment Management
Florida
$9.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAF
176
Andra AP-fonden
Sweden
$4.92M -$1.66M -27,900 -25%
TA
177
Tectonic Advisors
Texas
$4.89M +$260K +4,380 +6%
AB
178
Amalgamated Bank
New York
$4.89M +$462K +7,776 +10%
SIC
179
Salem Investment Counselors
North Carolina
$4.86M +$513K +8,528 +12%
SOMRS
180
State of Michigan Retirement System
Michigan
$4.76M -$5.95K -100 -0.1%
AAS
181
Avantax Advisory Services
Texas
$4.75M +$106K +1,788 +2%
AIG
182
American International Group
New York
$4.74M -$95.4K -1,605 -2%
ASRS
183
Arizona State Retirement System
Arizona
$4.73M -$713 -12 -0%
MIM
184
MetLife Investment Management
New Jersey
$4.64M -$109K -1,836 -2%
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$4.59M +$799K +13,615 +21%
NYLIM
186
New York Life Investment Management
New York
$4.54M +$960K +16,152 +27%
WC
187
Woodstock Corp
Massachusetts
$4.54M -$25.3K -425 -0.6%
Franklin Resources
188
Franklin Resources
California
$4.46M +$1.29M +21,749 +41%
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$4.45M +$427K +7,176 +11%
HC
190
Hourglass Capital
Texas
$4.39M -$115K -1,930 -3%
SMDAM
191
Sumitomo Mitsui DS Asset Management
Japan
$4.36M +$236K +3,978 +6%
FAF
192
Fjarde Ap-fonden
Sweden
$4.29M -$143K -2,400 -3%
PMEF
193
Point72 Middle East FZE
United Arab Emirates
$4.28M +$4.28M +71,963 New
MC
194
Moors & Cabot
Massachusetts
$4.27M -$1.78K -30 -0%
ATIA
195
American Trust Investment Advisors
New Hampshire
$4.23M +$258K +4,332 +6%
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$4.22M +$385K +6,468 +10%
HF
197
HRT Financial
New York
$4.21M -$2.04M -34,350 -33%
VI
198
Vestcor Inc
New Brunswick, Canada
$4.21M +$1.08M +18,172 +35%
Wealthfront Advisers
199
Wealthfront Advisers
California
$4.18M +$60.5K +1,018 +1%
SFI
200
Siemens Fonds Invest
Germany
$4.15M -$805K -13,545 -16%
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