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Iron Mountain
IRM

Overview Fund Activity

886 hedge funds and large institutions have $16.6B invested in Iron Mountain in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 64 closing their positions.

Holders
886
Holders Change
+59
Holders Change %
+7.13%
% of All Funds
12.99%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
134
Increased
276
Reduced
345
Closed
64
Calls
$110M
Puts
$76.5M
Net Calls
+$33.8M
Net Calls Change
-$29.5M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.57B
2
Morgan Stanley
2
Morgan Stanley
New York
$516M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$286M
4
BlackRock
4
BlackRock
New York
$1.63B
5
Prudential Financial
5
Prudential Financial
New Jersey
$156M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$288M
2
Northern Trust
2
Northern Trust
Illinois
$219M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$493M
4
EIP
4
Epoch Investment Partners
New York
$138M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.24B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.24B 46,275,110 -337,656 -0.7%
BlackRock
2
BlackRock
New York
$1.63B 23,272,793 +1,134,334 +5%
Cohen & Steers
3
Cohen & Steers
New York
$1.57B 22,475,614 +15,035,937 +202%
State Street
4
State Street
Massachusetts
$974M 13,792,936 +599,533 +5%
Morgan Stanley
5
Morgan Stanley
New York
$516M 7,371,614 +3,149,485 +75%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$493M 7,064,776 -473,252 -6%
Deutsche Bank
7
Deutsche Bank
Germany
$327M 4,679,209 +107,664 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$300M 4,288,399 -15,517 -0.4%
Capital World Investors
9
Capital World Investors
California
$288M 4,117,079 -14,718,745 -78%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$286M 4,086,316 +1,546,592 +61%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$247M 3,522,885 +142,345 +4%
Invesco
12
Invesco
Georgia
$239M 3,420,229 +176,794 +5%
Pictet Asset Management
13
Pictet Asset Management
Switzerland
$237M 3,385,796 -5,152 -0.2%
Norges Bank
14
Norges Bank
Norway
$228M 3,263,663 +588,849 +22%
Charles Schwab
15
Charles Schwab
California
$221M 3,157,681 +81,741 +3%
Northern Trust
16
Northern Trust
Illinois
$219M 3,130,305 -783,523 -20%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$205M 2,928,630 -83,630 -3%
Amundi
18
Amundi
France
$164M 2,440,530 -212,117 -8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$156M 2,235,636 -74,574 -3%
Prudential Financial
20
Prudential Financial
New Jersey
$156M 2,229,535 +986,016 +79%
Legal & General Group
21
Legal & General Group
United Kingdom
$151M 2,152,934 -47,669 -2%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$147M 2,095,253 +509,833 +32%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$146M 2,081,786 +772,988 +59%
Citadel Advisors
24
Citadel Advisors
Florida
$139M 1,982,852 +167,956 +9%
EIP
25
Epoch Investment Partners
New York
$138M 1,976,823 -380,945 -16%
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