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Iron Mountain
IRM

Overview Fund Activity

772 hedge funds and large institutions have $12.4B invested in Iron Mountain in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 296 increasing their positions, 268 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+23
Holders Change %
+3.07%
% of All Funds
12.22%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
89
Increased
296
Reduced
268
Closed
55
Calls
$146M
Puts
$117M
Net Calls
+$28.6M
Net Calls Change
+$70.8M

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$84.3M
2
Morgan Stanley
Morgan Stanley
New York
+$66.2M
3
BTCPP
Border to Coast Pensions Partnership
United Kingdom
+$57.8M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$37.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$29.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$211M
2
Invesco
Invesco
Georgia
-$125M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$65.4M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$40.7M
5
American Century Companies
American Century Companies
Missouri
-$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
276
Freedom Investment Management
Connecticut
$1.7M -$5.71K -103 -0.3%
LMIM
277
Lockheed Martin Investment Management
Maryland
$1.7M -$155K -2,800 -8%
ANI
278
American National Insurance
Texas
$1.69M -$340K -6,135 -17%
MCM
279
McMillion Capital Management
North Carolina
$1.69M -$206K -3,710 -11%
TA
280
Tectonic Advisors
Texas
$1.62M +$270K +4,872 +20%
MCM
281
Monument Capital Management
Virginia
$1.61M -$886 -16 -0.1%
CAM
282
Cubic Asset Management
Massachusetts
$1.55M – – –
AFA
283
Abacus FCF Advisors
Florida
$1.55M +$40.3K +727 +3%
MLL
284
Moody Lynn & Lieberson
Massachusetts
$1.55M -$1.45M -26,193 -48%
SW
285
SVB Wealth
Massachusetts
$1.55M +$618K +11,155 +67%
HKAM
286
Horizon Kinetics Asset Management
New York
$1.53M +$136K +2,450 +10%
RA
287
RFG Advisory
Alabama
$1.5M -$41.9K -756 -3%
US Bancorp
288
US Bancorp
Minnesota
$1.48M +$216K +3,904 +17%
KA
289
Kintegral Advisory
New York
$1.47M +$32.9K +588 +2%
CG
290
Cutler Group
California
$1.47M -$488K -8,814 -25%
RPSA
291
Richard P. Slaughter Associates
Texas
$1.46M -$22.6K -408 -2%
AQR Capital Management
292
AQR Capital Management
Connecticut
$1.46M -$327K -5,900 -18%
CIAS
293
Capital Investment Advisory Services
North Carolina
$1.44M -$53.5K -965 -4%
ASN
294
Advisory Services Network
Georgia
$1.42M -$522K -9,416 -27%
VPIM
295
Vanguard Personalized Indexing Management
California
$1.41M +$453K +8,180 +47%
ISL
296
Ingalls & Snyder LLC
New York
$1.41M -$49.9K -900 -3%
GCM
297
Gables Capital Management
Florida
$1.4M – – –
NWM
298
NEIRG Wealth Management
Massachusetts
$1.4M +$748K +13,508 +115%
FWM
299
Foresight Wealth Management
Utah
$1.39M +$297K +5,355 +27%
IF
300
Intrua Financial
Texas
$1.37M -$50.5K -911 -4%
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