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Iron Mountain

965 hedge funds and large institutions have $22.2B invested in Iron Mountain in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 327 increasing their positions, 374 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 1018 (+8)

76% more call options, than puts

Call options by funds: $184M | Put options by funds: $104M

68% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 62

17% more capital invested

Capital invested by funds: $19B → $22.2B (+$3.2B)

3.31% more ownership

Funds ownership: 81.28%84.59% (+3.3%)

3% more funds holding

Funds holding: 939965 (+26)

13% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 374

Holders
965
Holders Change
+26
Holders Change %
+2.77%
% of All Funds
13.94%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.26%
New
104
Increased
327
Reduced
374
Closed
62
Calls
$184M
Puts
$104M
Net Calls
+$79.4M
Net Calls Change
+$49.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.18B +$21.5M +266,118 +0.6%
BlackRock
2
BlackRock
New York
$2.5B +$387M +4,783,129 +21%
Cohen & Steers
3
Cohen & Steers
New York
$2.07B -$48.9M -604,022 -3%
State Street
4
State Street
Massachusetts
$1.58B +$300M +3,704,370 +27%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$729M +$65.5M +808,857 +11%
Daiwa Securities Group
6
Daiwa Securities Group
Japan
$405M -$3.6M -44,466 -1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$384M -$42.5K -525 -0%
Capital World Investors
8
Capital World Investors
California
$369M +$1.86K +23 +0%
Deutsche Bank
9
Deutsche Bank
Germany
$352M +$5.79M +71,576 +2%
Morgan Stanley
10
Morgan Stanley
New York
$328M +$15.9M +197,051 +6%
Legal & General Group
11
Legal & General Group
United Kingdom
$309M +$104M +1,289,876 +60%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$303M +$59.2M +731,123 +28%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$295M +$26.3M +324,598 +11%
Charles Schwab
14
Charles Schwab
California
$291M +$1.58M +19,479 +0.6%
Norges Bank
15
Norges Bank
Norway
$290M -$8.09M -99,986 -3%
Northern Trust
16
Northern Trust
Illinois
$266M +$4.27M +52,798 +2%
Pictet Asset Management
17
Pictet Asset Management
Switzerland
$243M -$30.4M -375,888 -12%
CIM
18
Centersquare Investment Management
Pennsylvania
$216M +$70.5M +871,116 +57%
Amundi
19
Amundi
France
$207M -$58.8M -726,505 -24%
Invesco
20
Invesco
Georgia
$202M +$20M +247,043 +12%
AM
21
AGF Management
Ontario, Canada
$201M +$78.7M +972,101 +76%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$195M +$13.9M +171,980 +9%
JP Morgan Chase
23
JP Morgan Chase
New York
$191M -$25.9M -319,820 -13%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$191M +$531K +6,562 +0.3%
Prudential Financial
25
Prudential Financial
New Jersey
$188M +$19.4M +239,214 +13%

IRM Hedge Fund Activity: Q2 2024 in Review

965 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2024, worth a combined $22.2B — up 17% from $19B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new IRM positions and 62 closed out — a net gain of 42 holders — while 327 added to existing stakes and 374 trimmed.

The largest buyer was BlackRock, adding an estimated $387M. The largest seller was Citadel Advisors, exiting entirely with an estimated $103M sold.

  • 965 institutional investors held Iron Mountain (IRM) as of Q2 2024, up from 939 in Q1 2024.
  • Funds reported $22.2B of Iron Mountain stock for Q2 2024, up 17% quarter-over-quarter.
  • 104 funds opened new Iron Mountain positions in Q2 2024 and 62 closed out, a net change of +42 holders.
  • The largest Iron Mountain buyer in Q2 2024 was BlackRock, an estimated $387M added.
  • The largest Iron Mountain seller in Q2 2024 was Citadel Advisors, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2024.