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Iron Mountain
IRM

Overview Fund Activity

933 hedge funds and large institutions have $19B invested in Iron Mountain in 2024 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 309 increasing their positions, 327 reducing their positions, and 68 closing their positions.

Holders
933
Holders Change
+47
Holders Change %
+5.3%
% of All Funds
13.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
125
Increased
309
Reduced
327
Closed
68
Calls
$141M
Puts
$111M
Net Calls
+$29.5M
Net Calls Change
-$4.32M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$119M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.9B
3
Millennium Management
3
Millennium Management
New York
$76.9M
4
DPIM
4
Duff & Phelps Investment Management
Illinois
$71.8M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$128M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$277M
2
Invesco
2
Invesco
Georgia
$161M
3
Deutsche Bank
3
Deutsche Bank
Germany
$309M
4
Citadel Advisors
4
Citadel Advisors
Florida
$102M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$238M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.72B 46,377,234 +102,124 +0.2%
Cohen & Steers
2
Cohen & Steers
New York
$1.9B 23,655,038 +1,179,424 +5%
BlackRock
3
BlackRock
New York
$1.85B 23,108,831 -163,962 -0.7%
State Street
4
State Street
Massachusetts
$1.12B 13,811,808 +18,872 +0.1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$587M 7,320,486 +255,710 +4%
Daiwa Securities Group
6
Daiwa Securities Group
Japan
$366M 4,562,165 +475,849 +12%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$344M 4,286,593 -1,806 -0%
Capital World Investors
8
Capital World Investors
California
$330M 4,116,123 -956 -0%
Deutsche Bank
9
Deutsche Bank
Germany
$309M 3,852,147 -827,062 -18%
Morgan Stanley
10
Morgan Stanley
New York
$277M 3,458,435 -3,913,179 -53%
Norges Bank
11
Norges Bank
Norway
$268M 3,338,601 +74,938 +2%
Charles Schwab
12
Charles Schwab
California
$259M 3,225,161 +67,480 +2%
Pictet Asset Management
13
Pictet Asset Management
Switzerland
$248M 3,088,633 -297,163 -9%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$238M 2,968,422 -554,463 -16%
Northern Trust
15
Northern Trust
Illinois
$234M 2,915,624 -214,681 -7%
Amundi
16
Amundi
France
$222M 2,977,334 +536,804 +22%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$212M 2,648,454 -280,176 -10%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$197M 2,455,076 +359,823 +17%
Legal & General Group
19
Legal & General Group
United Kingdom
$174M 2,163,415 +10,481 +0.5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$170M 2,119,675 -115,961 -5%
Invesco
21
Invesco
Georgia
$161M 2,010,493 -1,409,736 -41%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$161M 2,006,989 -74,797 -4%
Prudential Financial
23
Prudential Financial
New Jersey
$149M 1,862,942 -366,593 -16%
EIP
24
Epoch Investment Partners
New York
$135M 1,686,218 -290,605 -15%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$128M 1,590,237 +799,906 +101%
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