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Iron Mountain

765 hedge funds and large institutions have $10.9B invested in Iron Mountain in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 299 increasing their positions, 259 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $133M | Put options by funds: $95.3M

15% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 259

7% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 74

0.39% less ownership

Funds ownership: 77.53%77.14% (-0.39%)

1% less funds holding

Funds holding: 776765 (-11)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

12% less capital invested

Capital invested by funds: $12.4B → $10.9B (-$1.53B)

Holders
765
Holders Change
-11
Holders Change %
-1.42%
% of All Funds
12.89%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
79
Increased
299
Reduced
259
Closed
74
Calls
$133M
Puts
$95.3M
Net Calls
+$37.8M
Net Calls Change
+$9.25M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
AE Wealth Management
Kansas
$2.3M +$156K +2,961 +7%
DEM
227
Disciplined Equity Management
Florida
$2.3M +$17.4K +330 +0.7%
II
228
IFM Investors
Australia
$2.29M
DADC
229
D.A. Davidson & Co
Montana
$2.29M +$130K +2,466 +6%
BCM
230
Beck Capital Management
Texas
$2.27M -$831K -15,788 -25%
NYLIM
231
New York Life Investment Management
New York
$2.26M +$2.44M +46,402 New
Baird Financial Group
232
Baird Financial Group
Wisconsin
$2.24M +$9.68K +184 +0.4%
Cetera Investment Advisers
233
Cetera Investment Advisers
Illinois
$2.23M -$262K -4,983 -10%
DCM
234
Dupont Capital Management
Delaware
$2.2M -$415K -7,877 -15%
Susquehanna International Group
235
Susquehanna International Group
Pennsylvania
$2.18M -$2.31M -43,907 -49%
EVM
236
Eaton Vance Management
Massachusetts
$2.18M -$399K -7,579 -14%
GIBU
237
Gulf International Bank (UK)
United Kingdom
$2.17M
IAA
238
Independent Advisor Alliance
North Carolina
$2.14M +$20.5K +390 +0.9%
COPPSERS
239
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.06M +$188K +3,563 +9%
HIMCH
240
Hartford Investment Management Co (HIMCO)
Connecticut
$2.06M +$23.3K +443 +1%
Mackenzie Financial
241
Mackenzie Financial
Ontario, Canada
$2.02M +$1.77M +33,592 +421%
RCM
242
RB Capital Management
Nevada
$1.97M +$82.8K +1,574 +4%
USCWA
243
U.S. Capital Wealth Advisors
Texas
$1.95M
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$1.95M +$64.1K +1,218 +3%
Allspring Global Investments
245
Allspring Global Investments
North Carolina
$1.93M -$8.89M -169,016 -81%
MOACM
246
Mutual of America Capital Management
New York
$1.93M +$51.2K +973 +3%
DF
247
Donoghue Forlines
Massachusetts
$1.92M -$906K -17,207 -30%
WAM
248
Wolverine Asset Management
Illinois
$1.91M +$1.11M +21,093 +117%
DA
249
Duality Advisers
Florida
$1.88M +$2.03M +38,636 New
TPSF
250
Texas Permanent School Fund
Texas
$1.87M +$43.3K +822 +2%

IRM Hedge Fund Activity: Q2 2022 in Review

765 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2022, worth a combined $10.9B — down 12% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IRM positions and 74 closed out — a net gain of 5 holders — while 299 added to existing stakes and 259 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $61M. The largest seller was Janus Henderson Group, cutting an estimated $55.9M.

  • 765 institutional investors held Iron Mountain (IRM) as of Q2 2022, down from 776 in Q1 2022.
  • Funds reported $10.9B of Iron Mountain stock for Q2 2022, down 12% quarter-over-quarter.
  • 79 funds opened new Iron Mountain positions in Q2 2022 and 74 closed out, a net change of +5 holders.
  • The largest Iron Mountain buyer in Q2 2022 was Pictet Asset Management (Switzerland), an estimated $61M added.
  • The largest Iron Mountain seller in Q2 2022 was Janus Henderson Group, an estimated $55.9M sold.

Based on aggregated 13F filings for Q2 2022.