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Iron Mountain
IRM

Overview Fund Activity

777 hedge funds and large institutions have $11.5B invested in Iron Mountain in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 299 increasing their positions, 250 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
+39
Holders Change %
+5.28%
% of All Funds
12.54%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
93
Increased
299
Reduced
250
Closed
39
Calls
$159M
Puts
$86.1M
Net Calls
+$72.8M
Net Calls Change
-$36.2M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$351M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$45.7M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$41.5M
4
Capital World Investors
Capital World Investors
California
+$39.9M
5
Northern Trust
Northern Trust
Illinois
+$27M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$32.7M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$24.9M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$21M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$20.3M
5
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
226
Atria Wealth Solutions
New York
$2.42M -$19.7K -392 -0.8%
NYLIM
227
New York Life Investment Management
New York
$2.35M -$1.21M -24,223 -34%
II
228
IFM Investors
Australia
$2.35M – – –
DBG
229
De Burlo Group
Massachusetts
$2.34M +$668K +13,400 +40%
MS
230
Madden Securities
Texas
$2.29M -$90.8K -1,821 -4%
DADC
231
D.A. Davidson & Co
Montana
$2.28M -$71.3K -1,428 -3%
SAM
232
Shell Asset Management
Netherlands
$2.28M +$250K +5,020 +12%
DnB Asset Management
233
DnB Asset Management
Norway
$2.25M -$102K -2,043 -4%
GIBU
234
Gulf International Bank (UK)
United Kingdom
$2.25M – – –
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$2.18M -$105K -2,105 -5%
RCM
236
RB Capital Management
Nevada
$2.17M +$18.2K +366 +0.8%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$2.17M +$185K +3,715 +9%
BNP Paribas Asset Management
238
BNP Paribas Asset Management
France
$2.12M -$421K -8,454 -17%
MOACM
239
Mutual of America Capital Management
New York
$2.07M +$63.9K +1,281 +3%
CIBC Asset Management
240
CIBC Asset Management
Ontario, Canada
$2.07M +$153K +3,066 +8%
TPSF
241
Texas Permanent School Fund
Texas
$2.06M +$8.72K +175 +0.4%
DEM
242
Disciplined Equity Management
Florida
$2.03M – – –
SIA
243
SeaBridge Investment Advisors
New Jersey
$2.01M +$6.08K +122 +0.3%
USCWA
244
U.S. Capital Wealth Advisors
Texas
$2M – – –
Janus Henderson Group
245
Janus Henderson Group
United Kingdom
$1.9M -$1.9M -38,185 -50%
PFO
246
Pathstone Family Office
New Jersey
$1.88M +$327K +7,776 +21%
CS
247
Candriam SCA
Luxembourg
$1.87M -$215K -4,304 -10%
LP
248
LMR Partners
United Kingdom
$1.85M +$599K +12,010 +48%
Public Employees Retirement Association of Colorado
249
Public Employees Retirement Association of Colorado
Colorado
$1.84M – – –
VRS
250
Virginia Retirement Systems
Virginia
$1.83M +$1.04M +20,900 +132%
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