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Iron Mountain
IRM

Overview Fund Activity

959 hedge funds and large institutions have $22.2B invested in Iron Mountain in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 327 increasing their positions, 370 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+26
Holders Change %
+2.79%
% of All Funds
13.95%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.26%
New
103
Increased
327
Reduced
370
Closed
60
Calls
$184M
Puts
$104M
Net Calls
+$79.4M
Net Calls Change
+$49.9M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.5B
2
State Street
2
State Street
Massachusetts
$1.58B
3
Legal & General Group
3
Legal & General Group
United Kingdom
$309M
4
AM
4
AGF Management
Ontario, Canada
$201M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$216M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
UBS AM
2
UBS AM
Illinois
$44.6M
3
Millennium Management
3
Millennium Management
New York
$6.99M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
Amundi
5
Amundi
France
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
201
CIBC World Market
Ontario, Canada
$6.26M -$6.73M -75,085 -52%
Janus Henderson Group
202
Janus Henderson Group
United Kingdom
$6.25M +$2.38M +26,519 +61%
AF
203
Allworth Financial
California
$6.21M -$41.2K -419 -0.7%
MC
204
Moors & Cabot
Massachusetts
$6.19M -$34.9K -389 -0.6%
Wealthfront Advisers
205
Wealthfront Advisers
California
$6.13M -$91.1K -1,017 -1%
CGH
206
Crossmark Global Holdings
Texas
$5.95M -$15.6M -173,529 -72%
OLA
207
Oliver Luxxe Assets
New Jersey
$5.94M -$83.7K -934 -1%
KBC Group
208
KBC Group
Belgium
$5.84M -$469K -5,235 -7%
QT
209
Quantbot Technologies
New York
$5.82M -$15K -167 -0.3%
WA
210
WealthTrust Axiom
Pennsylvania
$5.69M -$264K -2,944 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
211
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.6M -$134K -1,500 -2%
Baird Financial Group
212
Baird Financial Group
Wisconsin
$5.6M +$12.3K +137 +0.2%
OCM
213
One Capital Management
California
$5.58M +$4.95M +55,282 +796%
PGFC
214
Peapack-Gladstone Financial Corp
New Jersey
$5.52M +$78.5K +876 +1%
AB
215
Amalgamated Bank
New York
$5.51M -$14.6K -163 -0.3%
Truist Financial
216
Truist Financial
North Carolina
$5.45M -$236K -2,637 -4%
DBIA
217
Dumont & Blake Investment Advisors
New Jersey
$5.45M +$2.74M +30,590 +101%
Skandinaviska Enskilda Banken (SEB)
218
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.37M +$453K +5,056 +9%
HC
219
Hourglass Capital
Texas
$5.28M -$134K -1,500 -2%
EI
220
Ethic Inc
New York
$5.19M +$912K +10,176 +21%
PDN
221
Pensionfund DSM Netherlands
Netherlands
$5.15M – – –
EP
222
Edgestream Partners
New Jersey
$5.08M +$3.03M +33,803 +148%
BCIM
223
British Columbia Investment Management
British Columbia, Canada
$5.03M +$1.91M +21,270 +61%
CNB
224
Czech National Bank
Czech Republic
$5.01M +$402K +4,483 +9%
TLP
225
Trinity Legacy Partners
Texas
$4.92M +$29.8K +333 +0.6%
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