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Iron Mountain
IRM

Overview Fund Activity

810 hedge funds and large institutions have $12.9B invested in Iron Mountain in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 283 increasing their positions, 289 reducing their positions, and 50 closing their positions.

Holders
810
Holders Change
+27
Holders Change %
+3.45%
% of All Funds
12.78%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
86
Increased
283
Reduced
289
Closed
50
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.2M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$439M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$106M
3
Prudential Financial
3
Prudential Financial
New Jersey
$74.7M
4
BNP Paribas Asset Management
4
BNP Paribas Asset Management
France
$40.8M
5
Amundi
5
Amundi
France
$217M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.16B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.66B
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$0
4
Bank of America
4
Bank of America
North Carolina
$50.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$249M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.66B 46,853,786 -812,878 -2%
BlackRock
2
BlackRock
New York
$1.27B 22,381,853 -23,877 -0.1%
Capital World Investors
3
Capital World Investors
California
$1.16B 20,360,030 -5,126,447 -20%
State Street
4
State Street
Massachusetts
$799M 13,915,104 +117,817 +0.9%
Cohen & Steers
5
Cohen & Steers
New York
$439M 7,725,767 +4,798,010 +164%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$419M 7,392,778 -389,150 -5%
Deutsche Bank
7
Deutsche Bank
Germany
$258M 4,541,862 -42,334 -0.9%
Morgan Stanley
8
Morgan Stanley
New York
$249M 4,375,104 -488,293 -10%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$243M 4,271,464 +52,274 +1%
Northern Trust
10
Northern Trust
Illinois
$220M 3,865,926 +71,749 +2%
Amundi
11
Amundi
France
$217M 3,811,690 +627,055 +20%
Charles Schwab
12
Charles Schwab
California
$216M 3,795,269 +19,337 +0.5%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$212M 3,732,135 -80,326 -2%
PAMS
14
Pictet Asset Management (Switzerland)
Switzerland
$191M 3,369,780 +39,746 +1%
EIP
15
Epoch Investment Partners
New York
$155M 2,725,178 -160,192 -6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$134M 2,365,962 -148,297 -6%
Legal & General Group
17
Legal & General Group
United Kingdom
$130M 2,283,697 +171,754 +8%
Invesco
18
Invesco
Georgia
$123M 2,166,096 -48,130 -2%
Norges Bank
19
Norges Bank
Norway
$117M 2,064,551 -12,516 -0.6%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$111M 1,959,785 +141,684 +8%
Daiwa Securities Group
21
Daiwa Securities Group
Japan
$106M 1,867,040 +1,753,325 +1,542%
Prudential Financial
22
Prudential Financial
New Jersey
$74.7M 1,314,926 +844,211 +179%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$71.3M 1,254,063 +63,315 +5%
DekaBank Deutsche Girozentrale
24
DekaBank Deutsche Girozentrale
Germany
$63.6M 1,122,995 +49,666 +5%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$61.4M 1,084,084 +106,471 +11%
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