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Iron Mountain
IRM

Overview Fund Activity

1,041 hedge funds and large institutions have $28.3B invested in Iron Mountain in 2024 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 317 increasing their positions, 414 reducing their positions, and 67 closing their positions.

Holders
1,041
Holders Change
+82
Holders Change %
+8.55%
% of All Funds
15.06%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.35%
New
160
Increased
317
Reduced
414
Closed
67
Calls
$357M
Puts
$222M
Net Calls
+$135M
Net Calls Change
+$55.4M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.72B
2
UBS AM
2
UBS AM
Illinois
$377M
3
PI
3
PGGM Investments
Netherlands
$129M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$101M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$66.6M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.11B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$72.6M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$372M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$284M
5
State Street
5
State Street
Massachusetts
$1.98B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.54B 46,603,838 -39,514 -0.1%
BlackRock
2
BlackRock
New York
$3.72B 31,309,637 +3,417,677 +12%
Cohen & Steers
3
Cohen & Steers
New York
$2.11B 17,726,012 -5,325,004 -23%
State Street
4
State Street
Massachusetts
$1.98B 16,567,777 -948,401 -5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$978M 8,257,965 +128,622 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$500M 4,204,166 -81,902 -2%
Capital World Investors
7
Capital World Investors
California
$489M 4,115,969 -177 -0%
Morgan Stanley
8
Morgan Stanley
New York
$433M 3,640,914 -14,572 -0.4%
Legal & General Group
9
Legal & General Group
United Kingdom
$417M 3,509,980 +56,689 +2%
Deutsche Bank
10
Deutsche Bank
Germany
$413M 3,477,450 -446,273 -11%
Charles Schwab
11
Charles Schwab
California
$402M 3,386,315 +141,675 +4%
UBS AM
12
UBS AM
Illinois
$377M 3,170,550 +2,672,821 +537%
Daiwa Securities Group
13
Daiwa Securities Group
Japan
$372M 3,126,559 -1,391,140 -31%
Northern Trust
14
Northern Trust
Illinois
$329M 2,771,730 -196,692 -7%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$284M 2,393,628 -985,949 -29%
Pictet Asset Management
16
Pictet Asset Management
Switzerland
$276M 2,326,860 -385,885 -14%
AM
17
AGF Management
Ontario, Canada
$264M 2,224,856 -20,537 -0.9%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$260M 2,185,870 +50,614 +2%
Invesco
19
Invesco
Georgia
$252M 2,119,037 -138,499 -6%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$247M 2,084,580 -94,389 -4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$247M 2,078,400 -47,837 -2%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$218M 1,833,946 +153,047 +9%
CIM
23
Centersquare Investment Management
Pennsylvania
$208M 1,747,219 -662,383 -27%
Ameriprise
24
Ameriprise
Minnesota
$204M 1,695,898 +286,407 +20%
Amundi
25
Amundi
France
$193M 1,623,697 -627,132 -28%
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