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Iron Mountain
IRM

Overview Fund Activity

777 hedge funds and large institutions have $11.5B invested in Iron Mountain in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 299 increasing their positions, 250 reducing their positions, and 39 closing their positions.

Holders
777
Holders Change
+39
Holders Change %
+5.28%
% of All Funds
12.54%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
93
Increased
299
Reduced
250
Closed
39
Calls
$159M
Puts
$86.1M
Net Calls
+$72.8M
Net Calls Change
-$36.2M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$351M
2
AM
2
AGF Management
Ontario, Canada
$47M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$71.4M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$61.7M
5
Capital World Investors
5
Capital World Investors
California
$1.27B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$5K
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$29M
3
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$180M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$129M
5
Handelsbanken Fonder
5
Handelsbanken Fonder
Sweden
$4.21M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.36B 47,429,924 -16,945 -0%
Capital World Investors
2
Capital World Investors
California
$1.27B 25,481,171 +801,125 +3%
BlackRock
3
BlackRock
New York
$1.13B 22,618,888 -120,419 -0.5%
State Street
4
State Street
Massachusetts
$719M 14,248,628 -251,936 -2%
AWA
5
Arete Wealth Advisors
Illinois
$351M 7,034 +7,034 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$346M 6,944,305 +172,801 +3%
Morgan Stanley
7
Morgan Stanley
New York
$252M 5,063,627 -307,090 -6%
Invesco
8
Invesco
Georgia
$207M 4,151,288 +196,798 +5%
Deutsche Bank
9
Deutsche Bank
Germany
$207M 4,147,354 +127,868 +3%
Amundi
10
Amundi
France
$188M 3,728,741 +116,511 +3%
Charles Schwab
11
Charles Schwab
California
$186M 3,740,163 +132,442 +4%
Northern Trust
12
Northern Trust
Illinois
$186M 3,736,296 +541,022 +17%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$186M 3,734,205 -38,188 -1%
PAMS
14
Pictet Asset Management (Switzerland)
Switzerland
$180M 3,609,323 -421,167 -10%
EIP
15
Epoch Investment Partners
New York
$131M 2,624,390 -35,820 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$129M 2,592,419 -406,387 -14%
Legal & General Group
17
Legal & General Group
United Kingdom
$102M 2,049,696 -99,361 -5%
Norges Bank
18
Norges Bank
Norway
$97.8M 1,960,931 +148,597 +8%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$90.5M 1,814,920 +171,171 +10%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$72.8M 1,460,319 -253,884 -15%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$71.4M 1,296,492 +830,061 +178%
IIM
22
INTECH Investment Management
Florida
$65.1M 1,306,209 +6,403 +0.5%
CIMLRA
23
CBRE Investment Management Listed Real Assets
Pennsylvania
$61.7M 1,237,999 +833,378 +206%
Swiss National Bank
24
Swiss National Bank
Switzerland
$58.9M 1,181,461 -77,686 -6%
LSV Asset Management
25
LSV Asset Management
Illinois
$57.6M 1,155,544 -68,579 -6%
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