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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 %
NI
201
Nepsis Inc
Minnesota
$4.1M +$149K +2,513 +4%
PP
202
Prudential plc
United Kingdom
$4.09M +$2.73M +45,987 +201%
CA
203
Cetera Advisors
Colorado
$4.06M +$720K +12,119 +22%
Truist Financial
204
Truist Financial
North Carolina
$4M -$98.6K -1,659 -2%
OLA
205
Oliver Luxxe Assets
New Jersey
$4M – – –
NAM
206
Nissay Asset Management
Japan
$3.92M +$150K +2,527 +4%
AAM
207
Advisors Asset Management
Colorado
$3.87M -$400K -6,734 -9%
TC
208
Truvestments Capital
Florida
$3.85M +$39.7K +668 +1%
FRAF
209
Första AP-fonden
Sweden
$3.82M +$131K +2,200 +4%
PGFC
210
Peapack-Gladstone Financial Corp
New Jersey
$3.82M -$65.8K -1,106 -2%
SFI
211
Susquehanna Fundamental Investments
Pennsylvania
$3.73M -$4.51M -75,795 -55%
II
212
IFM Investors
Australia
$3.58M +$76.9K +1,293 +2%
TLP
213
Trinity Legacy Partners
Texas
$3.57M +$3.57M +60,072 New
Acadian Asset Management
214
Acadian Asset Management
Massachusetts
$3.57M +$442K +7,445 +14%
TPCW
215
TD Private Client Wealth
New York
$3.56M -$1.15M -19,421 -24%
TPSF
216
Texas Permanent School Fund
Texas
$3.53M -$93.8K -1,577 -3%
Public Sector Pension Investment Board (PSP Investments)
217
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.52M +$202K +3,405 +6%
COPPSERS
218
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.49M +$465K +7,822 +15%
DA
219
Duality Advisers
Florida
$3.44M -$166K -2,800 -5%
PDN
220
Pensionfund DSM Netherlands
Netherlands
$3.42M – – –
BC
221
Burney Company
Virginia
$3.41M -$18.2K -306 -0.5%
X
222
Xponance
Pennsylvania
$3.31M +$215K +3,622 +7%
AWM
223
AE Wealth Management
Kansas
$3.26M +$145K +2,442 +5%
Skandinaviska Enskilda Banken (SEB)
224
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.24M -$11.1K -187 -0.3%
ProShare Advisors
225
ProShare Advisors
Maryland
$3.21M -$158K -2,657 -5%
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