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Iron Mountain
IRM

Overview Fund Activity

1,052 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2024 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 356 increasing their positions, 409 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+10
Holders Change %
+0.96%
% of All Funds
14.01%
Holding in Top 10
11
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-54.17%
% of All Funds
0.15%
New
135
Increased
356
Reduced
409
Closed
107
Calls
$191M
Puts
$188M
Net Calls
+$2.41M
Net Calls Change
-$132M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$455M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$205M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$126M
4
BlackRock
BlackRock
New York
$3.37B
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$268M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$1.57B
2
UBS AM
UBS AM
Illinois
$44.8M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$22.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$163M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$2.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
201
Nissay Asset Management
Japan
$8.14M +$171K +1,636 +2%
CS
202
Candriam SCA
Luxembourg
$8.1M +$5.47M +52,061 +208%
CF
203
Corebridge Financial
Texas
$8.02M +$55.1K +524 +0.7%
MWM
204
MinichMacGregor Wealth Management
New York
$7.74M -$221K -2,104 -3%
AssetMark Inc
205
AssetMark Inc
California
$7.7M +$2.59M +24,679 +51%
Wealthfront Advisers
206
Wealthfront Advisers
California
$7.61M +$353K +3,356 +5%
AAS
207
Avantax Advisory Services
Texas
$7.53M -$388K -3,691 -5%
HWAM
208
Hennion & Walsh Asset Management
New Jersey
$7.34M -$549K -5,219 -7%
DZ Bank
209
DZ Bank
Germany
$7.3M -$632K -6,016 -8%
NIA
210
NIA Impact Advisors
California
$7.28M -$51.7K -492 -0.7%
ATIA
211
American Trust Investment Advisors
New Hampshire
$7.13M +$189K +1,794 +3%
AF
212
Allworth Financial
California
$7.08M +$133K +1,209 +2%
AAM
213
Advisors Asset Management
Colorado
$6.91M +$251K +2,384 +4%
Baird Financial Group
214
Baird Financial Group
Wisconsin
$6.89M +$86.8K +826 +1%
MC
215
Moors & Cabot
Massachusetts
$6.84M -$181K -1,726 -3%
FNT
216
First National Trust
Pennsylvania
$6.81M -$406K -3,858 -6%
WC
217
Woodstock Corp
Massachusetts
$6.79M -$305K -2,900 -4%
PP
218
Prudential plc
United Kingdom
$6.69M -$1.51M -14,335 -18%
CNB
219
Czech National Bank
Czech Republic
$6.69M +$407K +3,873 +6%
QIM
220
Quantitative Investment Management
Virginia
$6.67M +$6.67M +63,416 New
FRAF
221
Första AP-fonden
Sweden
$6.61M -$242K -2,300 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
222
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.57M – – –
EI
223
Ethic Inc
New York
$6.37M +$1.35M +12,846 +27%
UIM
224
USS Investment Management
United Kingdom
$6.28M -$2.37M -22,550 -27%
Skandinaviska Enskilda Banken (SEB)
225
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.21M -$8.5K -82 -0.1%
7 8
9
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