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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
Los Angeles Capital Management
276
Los Angeles Capital Management
California
$1.52M -$11K -209 -0.7%
JHP
277
James Hambro & Partners
United Kingdom
$1.51M +$1.63M +30,999 New
AA
278
Ancora Advisors
Ohio
$1.5M -$1.26K -24 -0.1%
KCPG
279
Kavar Capital Partners Group
Kansas
$1.5M -$63.1K -1,200 -4%
MLICM
280
Metropolitan Life Insurance Company (MetLife)
New York
$1.46M -$235K -4,457 -13%
RA
281
RFG Advisory
Alabama
$1.46M +$39.6K +753 +3%
SWM
282
Sculati Wealth Management
Michigan
$1.45M -$364K -6,912 -19%
TPM
283
Triasima Portfolio Management
Quebec, Canada
$1.39M +$1.5M +28,545 New
MCM
284
Monument Capital Management
Virginia
$1.38M -$40.8K -775 -3%
SW
285
SVB Wealth
Massachusetts
$1.37M +$14.2K +269 +1%
CAM
286
Cubic Asset Management
Massachusetts
$1.36M
Public Sector Pension Investment Board (PSP Investments)
287
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.36M -$660K -12,551 -31%
HKAM
288
Horizon Kinetics Asset Management
New York
$1.34M -$5.26K -100 -0.4%
NB
289
Norinchukin Bank
Japan
$1.34M -$345K -6,550 -19%
SCA
290
Sippican Capital Advisors
Massachusetts
$1.34M -$358K -6,810 -20%
GAA
291
Green Alpha Advisors
Colorado
$1.33M -$327K -6,205 -19%
KA
292
Kintegral Advisory
New York
$1.32M +$29.9K +569 +2%
Jane Street
293
Jane Street
New York
$1.31M -$3.97M -75,475 -74%
KIA
294
KCM Investment Advisors
California
$1.31M +$135K +2,569 +11%
Bank of Nova Scotia
295
Bank of Nova Scotia
Ontario, Canada
$1.31M -$1.49M -28,261 -51%
FWM
296
Foresight Wealth Management
Utah
$1.31M +$91.9K +1,746 +7%
AFA
297
Abacus FCF Advisors
Florida
$1.31M -$57.8K -1,098 -4%
RPSA
298
Richard P. Slaughter Associates
Texas
$1.3M +$18.7K +356 +1%
FFWM
299
Future Financial Wealth Management
Ohio
$1.29M
ASN
300
Advisory Services Network
Georgia
$1.29M +$42.2K +802 +3%

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.