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Iron Mountain
IRM

Overview Fund Activity

886 hedge funds and large institutions have $16.6B invested in Iron Mountain in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
+59
Holders Change %
+7.13%
% of All Funds
12.99%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
134
Increased
276
Reduced
345
Closed
64
Calls
$110M
Puts
$76.5M
Net Calls
+$33.8M
Net Calls Change
-$29.5M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.57B
2
Morgan Stanley
Morgan Stanley
New York
$516M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$286M
4
BlackRock
BlackRock
New York
$1.63B
5
Prudential Financial
Prudential Financial
New Jersey
$156M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$288M
2
Northern Trust
Northern Trust
Illinois
$219M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$493M
4
EIP
Epoch Investment Partners
New York
$138M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.24B
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
176
Arizona State Retirement System
Arizona
$5.61M +$45.6K +652 +0.8%
SOMRS
177
State of Michigan Retirement System
Michigan
$5.59M -$7K -100 -0.1%
AIG
178
American International Group
New York
$5.57M -$16.4K -234 -0.3%
AB
179
Amalgamated Bank
New York
$5.53M -$225K -3,217 -4%
SMDAM
180
Sumitomo Mitsui DS Asset Management
Japan
$5.38M +$242K +3,456 +5%
MIM
181
MetLife Investment Management
New Jersey
$5.37M -$96.2K -1,374 -2%
Thrivent Financial for Lutherans
182
Thrivent Financial for Lutherans
Minnesota
$5.37M -$1.09M -15,516 -17%
AAS
183
Avantax Advisory Services
Texas
$5.36M -$231K -3,307 -4%
WC
184
Woodstock Corp
Massachusetts
$5.27M -$72.1K -1,030 -1%
HC
185
Hourglass Capital
Texas
$5.21M +$42K +600 +0.8%
D.E. Shaw & Co
186
D.E. Shaw & Co
New York
$5.04M -$7.17M -102,511 -59%
ATIA
187
American Trust Investment Advisors
New Hampshire
$5.03M +$47.8K +683 +1%
FAF
188
Fjarde Ap-fonden
Sweden
$5.02M -$28K -400 -0.6%
VI
189
Vestcor Inc
New Brunswick, Canada
$4.98M +$29.7K +424 +0.6%
Wealthfront Advisers
190
Wealthfront Advisers
California
$4.98M +$56K +800 +1%
MC
191
Moors & Cabot
Massachusetts
$4.88M -$150K -2,144 -3%
PP
192
Prudential plc
United Kingdom
$4.85M +$37.4K +535 +0.8%
NAM
193
Nissay Asset Management
Japan
$4.82M +$202K +2,881 +4%
OLA
194
Oliver Luxxe Assets
New Jersey
$4.7M – – –
NI
195
Nepsis Inc
Minnesota
$4.67M -$160K -2,288 -3%
HighTower Advisors
196
HighTower Advisors
Illinois
$4.65M -$6.48M -92,565 -58%
EF
197
Empowered Funds
Pennsylvania
$4.5M +$4.5M +64,340 New
COPPSERS
198
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.47M +$368K +5,260 +9%
AF
199
Allworth Financial
California
$4.42M +$4.36M +62,285 +6,890%
PGFC
200
Peapack-Gladstone Financial Corp
New Jersey
$4.34M -$154K -2,205 -3%
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