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Iron Mountain

816 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, 284 increasing their positions, 292 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

48% more call options, than puts

Call options by funds: $172M | Put options by funds: $116M

8% more capital invested

Capital invested by funds: $12B → $12.9B (+$940M)

3% more funds holding

Funds holding: 790816 (+26)

0.21% more ownership

Funds ownership: 77.68%77.89% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 292

Holders
816
Holders Change
+26
Holders Change %
+3.29%
% of All Funds
12.81%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
86
Increased
284
Reduced
292
Closed
51
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.66B -$44.5M -812,878 -2%
BlackRock
2
BlackRock
New York
$1.27B -$1.31M -23,877 -0.1%
Capital World Investors
3
Capital World Investors
California
$1.16B -$281M -5,126,447 -20%
State Street
4
State Street
Massachusetts
$799M +$6.45M +117,817 +0.9%
Cohen & Steers
5
Cohen & Steers
New York
$439M +$263M +4,798,010 +164%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$419M -$21.3M -389,150 -5%
Deutsche Bank
7
Deutsche Bank
Germany
$258M -$2.32M -42,334 -0.9%
Morgan Stanley
8
Morgan Stanley
New York
$249M -$26.7M -488,293 -10%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$243M +$2.86M +52,274 +1%
Northern Trust
10
Northern Trust
Illinois
$220M +$3.93M +71,749 +2%
Amundi
11
Amundi
France
$217M +$34.3M +627,055 +20%
Charles Schwab
12
Charles Schwab
California
$216M +$1.06M +19,337 +0.5%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$212M -$4.4M -80,326 -2%
PAMS
14
Pictet Asset Management (Switzerland)
Switzerland
$191M +$2.18M +39,746 +1%
EIP
15
Epoch Investment Partners
New York
$155M -$8.77M -160,192 -6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$134M -$8.12M -148,297 -6%
Legal & General Group
17
Legal & General Group
United Kingdom
$130M +$9.4M +171,754 +8%
Invesco
18
Invesco
Georgia
$123M -$2.63M -48,130 -2%
Norges Bank
19
Norges Bank
Norway
$117M -$685K -12,516 -0.6%
JP Morgan Chase
20
JP Morgan Chase
New York
$111M +$7.76M +141,684 +8%
Daiwa Securities Group
21
Daiwa Securities Group
Japan
$106M +$96M +1,753,325 +1,542%
Prudential Financial
22
Prudential Financial
New Jersey
$74.7M +$46.2M +844,211 +179%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$71.3M +$3.47M +63,315 +5%
DekaBank Deutsche Girozentrale
24
DekaBank Deutsche Girozentrale
Germany
$63.6M +$2.72M +49,666 +5%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$61.4M +$5.83M +106,471 +11%