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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
GAM
251
Gotham Asset Management
New York
$1.75M +$881K +17,450 +78%
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$1.69M +$172K +3,415 +10%
EVM
253
Eaton Vance Management
Massachusetts
$1.66M -$358K -7,093 -16%
PFO
254
Pathstone Family Office
New Jersey
$1.64M +$1.15M +22,762 +160%
AA
255
ALPS Advisors
Colorado
$1.64M -$1.87K -37 -0.1%
Public Employees Retirement Association of Colorado
256
Public Employees Retirement Association of Colorado
Colorado
$1.62M
NAM
257
NorthCrest Asset Manangement
Minnesota
$1.57M +$1.8M +35,733 New
ZCM
258
Ziegler Capital Management
Illinois
$1.57M -$104K -2,061 -6%
MAM
259
Madison Asset Management
Wisconsin
$1.56M -$7.02K -139 -0.4%
Cetera Investment Advisers
260
Cetera Investment Advisers
Illinois
$1.56M -$523K -10,347 -23%
CNB
261
Czech National Bank
Czech Republic
$1.49M +$1.71M +33,775 New
DBG
262
De Burlo Group
Massachusetts
$1.48M +$1.7M +33,600 New
RCA
263
Ranch Capital Advisors
Florida
$1.46M -$740K -14,659 -31%
HIC
264
Holderness Investments Company
North Carolina
$1.46M -$3.84K -76 -0.2%
SW
265
SVB Wealth
Massachusetts
$1.41M +$199K +3,950 +14%
CBT
266
CoreFirst Bank & Trust
Kansas
$1.41M
CCA
267
Childress Capital Advisors
Texas
$1.4M -$101K -2,000 -6%
DBIA
268
Dumont & Blake Investment Advisors
New Jersey
$1.4M -$6.16K -122 -0.4%
NB
269
Norinchukin Bank
Japan
$1.39M +$207K +4,100 +15%
SYBT
270
Stock Yards Bank & Trust
Kentucky
$1.38M -$31.3K -620 -2%
RA
271
RFG Advisory
Alabama
$1.38M -$29.5K -585 -2%
AQR Capital Management
272
AQR Capital Management
Connecticut
$1.33M +$291K +5,758 +23%
O
273
Ossiam
France
$1.33M +$1.53M +30,326 New
HI
274
Horizon Investments
North Carolina
$1.32M +$1.51M +29,991 New
KCPG
275
Kavar Capital Partners Group
Kansas
$1.3M -$64.4K -1,275 -4%

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.