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Iron Mountain
IRM

Overview Fund Activity

783 hedge funds and large institutions have $11.9B invested in Iron Mountain in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 301 increasing their positions, 264 reducing their positions, and 54 closing their positions.

Holders
783
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
12.53%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
72
Increased
301
Reduced
264
Closed
54
Calls
$169M
Puts
$82.1M
Net Calls
+$87M
Net Calls Change
+$14.1M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$155M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$411M
3
Bank of America
3
Bank of America
North Carolina
$80.4M
4
Deutsche Bank
4
Deutsche Bank
Germany
$243M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$52.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$117M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
3
LSV Asset Management
3
LSV Asset Management
Illinois
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$26.3M
5
Barclays
5
Barclays
United Kingdom
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.52B 47,666,664 +236,740 +0.5%
Capital World Investors
2
Capital World Investors
California
$1.35B 25,486,477 +5,306 +0%
BlackRock
3
BlackRock
New York
$1.19B 22,405,730 -213,158 -0.9%
State Street
4
State Street
Massachusetts
$738M 13,797,287 -451,341 -3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$411M 7,781,928 +837,623 +12%
Morgan Stanley
6
Morgan Stanley
New York
$257M 4,863,397 -200,230 -4%
Deutsche Bank
7
Deutsche Bank
Germany
$243M 4,584,196 +436,842 +11%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$223M 4,219,190 +116,057 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$202M 3,812,461 +78,256 +2%
Northern Trust
10
Northern Trust
Illinois
$201M 3,794,177 +57,881 +2%
Charles Schwab
11
Charles Schwab
California
$200M 3,775,932 +35,769 +1%
PAMS
12
Pictet Asset Management (Switzerland)
Switzerland
$176M 3,330,034 -279,289 -8%
Amundi
13
Amundi
France
$167M 3,184,635 -544,106 -15%
Cohen & Steers
14
Cohen & Steers
New York
$155M 2,927,757 +2,927,651 +2,761,935%
EIP
15
Epoch Investment Partners
New York
$153M 2,885,370 +260,980 +10%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$133M 2,514,259 -78,160 -3%
Invesco
17
Invesco
Georgia
$117M 2,214,226 -1,937,062 -47%
Legal & General Group
18
Legal & General Group
United Kingdom
$112M 2,111,943 +62,247 +3%
Norges Bank
19
Norges Bank
Norway
$110M 2,077,067 +116,136 +6%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$96.2M 1,818,101 +3,181 +0.2%
Bank of America
21
Bank of America
North Carolina
$80.4M 1,520,421 +569,660 +60%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$79.4M 1,190,748 +2,726 +0.2%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$61.3M 1,158,780 +45,737 +4%
Swiss National Bank
24
Swiss National Bank
Switzerland
$61M 1,153,761 -27,700 -2%
IIM
25
INTECH Investment Management
Florida
$56.5M 1,068,141 -238,068 -18%
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