Iron Mountain
1,052 hedge funds and large institutions have $28.8B invested in Iron Mountain in 2024 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 324 increasing their positions, 415 reducing their positions, and 65 closing their positions.
148% more first-time investments, than exits
New positions opened: 161 | Existing positions closed: 65
61% more call options, than puts
Call options by funds: $357M | Put options by funds: $222M
33% more funds holding in top 10
Funds holding in top 10: 18 → 24 (+6)
30% more capital invested
Capital invested by funds: $22.2B → $28.8B (+$6.56B)
9% more funds holding
Funds holding: 966 → 1,052 (+86)
1.96% less ownership
Funds ownership: 84.52% → 82.55% (-2%)
22% less repeat investments, than reductions
Existing positions increased: 324 | Existing positions reduced: 415
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$366M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$286M |
| 3 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$112M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$63.6M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$570M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$287M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$149M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$105M |
| 5 |
State Street
Boston,
Massachusetts
|
-$101M |
IRM Hedge Fund Activity: Q3 2024 in Review
1,052 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2024, worth a combined $28.8B — up 30% from $22.2B a quarter earlier.
Buyers outnumbered sellers: 161 funds opened new IRM positions and 65 closed out — a net gain of 96 holders — while 324 added to existing stakes and 415 trimmed.
The largest buyer was BlackRock, adding an estimated $366M. The largest seller was Cohen & Steers, cutting an estimated $570M.
- 1,052 institutional investors held Iron Mountain (IRM) as of Q3 2024, up from 966 in Q2 2024.
- Funds reported $28.8B of Iron Mountain stock for Q3 2024, up 30% quarter-over-quarter.
- 161 funds opened new Iron Mountain positions in Q3 2024 and 65 closed out, a net change of +96 holders.
- The largest Iron Mountain buyer in Q3 2024 was BlackRock, an estimated $366M added.
- The largest Iron Mountain seller in Q3 2024 was Cohen & Steers, an estimated $570M sold.
Based on aggregated 13F filings for Q3 2024.