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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 %
M&T Bank
176
M&T Bank
New York
$7.16M -$277K -3,459 -4%
Axa
177
Axa
France
$7.14M +$29.5K +368 +0.4%
TA
178
Tectonic Advisors
Texas
$7.07M +$137K +1,710 +2%
BCM
179
Brookstone Capital Management
Illinois
$6.98M -$16.4M -204,651 -70%
CC
180
Chicago Capital
Illinois
$6.9M -$39.3K -490 -0.6%
SIC
181
Salem Investment Counselors
North Carolina
$6.88M +$395K +4,888 +6%
PAG
182
Private Advisor Group
New Jersey
$6.83M +$143K +1,778 +2%
SIMG
183
Sonora Investment Management Group
Arizona
$6.81M -$45.7K -570 -0.7%
Creative Planning
184
Creative Planning
Kansas
$6.68M +$1.85M +23,065 +38%
Credit Agricole
185
Credit Agricole
France
$6.62M +$3.38M +45,460 +104%
ASRS
186
Arizona State Retirement System
Arizona
$6.44M +$7.86K +98 +0.1%
SOMRS
187
State of Michigan Retirement System
Michigan
$6.42M +$8.02K +100 +0.1%
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$6.42M -$293K -3,679 -4%
AIG
189
American International Group
New York
$6.34M -$46.5K -580 -0.7%
SMDAM
190
Sumitomo Mitsui DS Asset Management
Japan
$6.22M +$59.7K +744 +1%
NIA
191
NIA Impact Advisors
California
$6.13M +$6.13M +76,483 New
ACIM
192
Azimuth Capital Investment Management
Michigan
$6.07M -$1.58M -19,710 -21%
EE
193
EWG Elevate
California
$5.99M -$977K -12,175 -14%
Focus Partners Wealth
194
Focus Partners Wealth
Massachusetts
$5.99M +$4.66M +58,089 +349%
MIM
195
MetLife Investment Management
New Jersey
$5.95M -$200K -2,492 -3%
KAS
196
Kestra Advisory Services
Texas
$5.95M +$5.95M +73,551 New
ATIA
197
American Trust Investment Advisors
New Hampshire
$5.82M +$54.1K +675 +0.9%
WC
198
Woodstock Corp
Massachusetts
$5.8M -$240K -2,993 -4%
AAS
199
Avantax Advisory Services
Texas
$5.78M -$357K -4,447 -6%
Teacher Retirement System of Texas
200
Teacher Retirement System of Texas
Texas
$5.74M -$3.78M -47,089 -40%
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