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Iron Mountain

742 hedge funds and large institutions have $9.97B invested in Iron Mountain in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 290 increasing their positions, 255 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $151M | Put options by funds: $42.1M

14% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 255

0.99% more ownership

Funds ownership: 77.14%78.13% (+0.99%)

3% less funds holding

Funds holding: 765742 (-23)

8% less capital invested

Capital invested by funds: $10.9B → $9.97B (-$922M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

11% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 72

Holders
742
Holders Change
-23
Holders Change %
-3.01%
% of All Funds
12.78%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
64
Increased
290
Reduced
255
Closed
72
Calls
$151M
Puts
$42.1M
Net Calls
+$109M
Net Calls Change
+$71.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Cetera Advisors
Colorado
$2.15M -$989K -19,588 -29%
IAA
227
Independent Advisor Alliance
North Carolina
$2.1M +$193K +3,822 +9%
MS
228
Madden Securities
Texas
$2.1M -$54.1K -1,072 -2%
Baird Financial Group
229
Baird Financial Group
Wisconsin
$2.08M +$69.1K +1,368 +3%
Skandinaviska Enskilda Banken (SEB)
230
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.08M -$105K -2,071 -4%
DnB Asset Management
231
DnB Asset Management
Norway
$2.07M -$65.6K -1,300 -3%
II
232
IFM Investors
Australia
$2.07M
DADC
233
D.A. Davidson & Co
Montana
$2.07M +$6.46K +128 +0.3%
HIMCH
234
Hartford Investment Management Co (HIMCO)
Connecticut
$2.02M +$182K +3,596 +9%
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$2.01M -$410K -8,124 -15%
TA
236
Tectonic Advisors
Texas
$2.01M +$468K +9,263 +25%
GIBU
237
Gulf International Bank (UK)
United Kingdom
$1.98M
GC
238
Globeflex Capital
California
$1.97M +$641K +12,702 +40%
RCM
239
RB Capital Management
Nevada
$1.9M +$136K +2,702 +7%
COPPSERS
240
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.87M +$10.7K +212 +0.5%
CS
241
Candriam SCA
Luxembourg
$1.83M +$1.09M +21,581 +107%
DCM
242
Dupont Capital Management
Delaware
$1.83M -$178K -3,525 -8%
TPSF
243
Texas Permanent School Fund
Texas
$1.81M +$139K +2,751 +7%
Acadian Asset Management
244
Acadian Asset Management
Massachusetts
$1.79M +$1.84M +36,514 +846%
DEM
245
Disciplined Equity Management
Florida
$1.79M -$326K -6,450 -14%
SAM
246
Shell Asset Management
Netherlands
$1.79M -$497K -9,842 -19%
MOACM
247
Mutual of America Capital Management
New York
$1.77M +$31.9K +631 +2%
SIA
248
SeaBridge Investment Advisors
New Jersey
$1.77M +$109K +2,153 +6%
USCWA
249
U.S. Capital Wealth Advisors
Texas
$1.76M
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$1.75M -$13.8K -274 -0.7%

IRM Hedge Fund Activity: Q3 2022 in Review

742 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2022, worth a combined $9.97B — down 8.5% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of IRM and 64 opened new positions — a net loss of 8 holders — while 255 trimmed existing stakes and 290 added.

The largest buyer was Deutsche Bank, adding an estimated $113M. The largest seller was Capital World Investors, cutting an estimated $213M.

  • 742 institutional investors held Iron Mountain (IRM) as of Q3 2022, down from 765 in Q2 2022.
  • Funds reported $9.97B of Iron Mountain stock for Q3 2022, down 8.5% quarter-over-quarter.
  • 64 funds opened new Iron Mountain positions in Q3 2022 and 72 closed out, a net change of -8 holders.
  • The largest Iron Mountain buyer in Q3 2022 was Deutsche Bank, an estimated $113M added.
  • The largest Iron Mountain seller in Q3 2022 was Capital World Investors, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2022.