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Iron Mountain
IRM

Overview Fund Activity

827 hedge funds and large institutions have $13.7B invested in Iron Mountain in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 290 increasing their positions, 312 reducing their positions, and 63 closing their positions.

Holders
827
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.21%
New
88
Increased
290
Reduced
312
Closed
63
Calls
$129M
Puts
$65.6M
Net Calls
+$63.3M
Net Calls Change
+$7.46M

Top Buyers

1
Pictet Asset Management
1
Pictet Asset Management
Switzerland
$202M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$179M
3
Citadel Advisors
3
Citadel Advisors
Florida
$108M
4
Ameriprise
4
Ameriprise
Minnesota
$104M
5
Invesco
5
Invesco
Georgia
$193M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.12B
2
Amundi
2
Amundi
France
$160M
3
State Street
3
State Street
Massachusetts
$793M
4
Charles Schwab
4
Charles Schwab
California
$183M
5
IIM
5
INTECH Investment Management
Florida
$9.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.77B 46,612,766 -241,020 -0.5%
BlackRock
2
BlackRock
New York
$1.32B 22,138,459 -243,394 -1%
Capital World Investors
3
Capital World Investors
California
$1.12B 18,835,824 -1,524,206 -7%
State Street
4
State Street
Massachusetts
$793M 13,193,403 -721,701 -5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$447M 7,538,028 +145,250 +2%
Cohen & Steers
6
Cohen & Steers
New York
$442M 7,439,677 -286,090 -4%
Deutsche Bank
7
Deutsche Bank
Germany
$272M 4,571,545 +29,683 +0.7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$256M 4,303,916 +32,452 +0.8%
Morgan Stanley
9
Morgan Stanley
New York
$251M 4,222,129 -152,975 -3%
Northern Trust
10
Northern Trust
Illinois
$233M 3,913,828 +47,902 +1%
Pictet Asset Management
11
Pictet Asset Management
Switzerland
$202M 3,390,948 +3,390,948 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$201M 3,380,540 -351,595 -9%
Invesco
13
Invesco
Georgia
$193M 3,243,435 +1,077,339 +50%
Charles Schwab
14
Charles Schwab
California
$183M 3,075,940 -719,329 -19%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$179M 3,012,260 +2,286,711 +315%
Amundi
16
Amundi
France
$160M 2,652,647 -1,159,043 -30%
Norges Bank
17
Norges Bank
Norway
$159M 2,674,814 +610,263 +30%
Daiwa Securities Group
18
Daiwa Securities Group
Japan
$151M 2,539,724 +672,684 +36%
EIP
19
Epoch Investment Partners
New York
$140M 2,357,768 -367,410 -13%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$137M 2,310,210 -55,752 -2%
Legal & General Group
21
Legal & General Group
United Kingdom
$131M 2,200,603 -83,094 -4%
Citadel Advisors
22
Citadel Advisors
Florida
$108M 1,814,896 +1,198,132 +194%
Ameriprise
23
Ameriprise
Minnesota
$104M 1,727,813 +1,178,754 +215%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$94.3M 1,585,420 -374,365 -19%
UBS AM
25
UBS AM
Illinois
$90.1M 1,515,120 +477,444 +46%
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