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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
VVP
276
Venture Visionary Partners
Ohio
$1.29M +$371K +7,347 +34%
BCIM
277
British Columbia Investment Management
British Columbia, Canada
$1.26M -$239K -4,742 -14%
CM
278
Caption Management
Oklahoma
$1.26M +$792K +15,680 +121%
VIA
279
Vident Investment Advisory
Georgia
$1.26M +$314K +6,226 +27%
TPM
280
Triasima Portfolio Management
Quebec, Canada
$1.25M -$3.79K -75 -0.3%
FWM
281
Foresight Wealth Management
Utah
$1.25M +$78.5K +1,555 +6%
DF
282
Donoghue Forlines
Massachusetts
$1.25M -$554K -10,978 -28%
US Bancorp
283
US Bancorp
Minnesota
$1.24M +$94.7K +1,875 +7%
FIM
284
Freedom Investment Management
Connecticut
$1.23M -$433K -8,581 -23%
GAA
285
Green Alpha Advisors
Colorado
$1.23M +$37.2K +736 +3%
CIA
286
Capital Investment Advisors
Georgia
$1.22M +$219K +4,332 +18%
CAM
287
Cubic Asset Management
Massachusetts
$1.22M -$15.2K -300 -1%
Wolverine Trading
288
Wolverine Trading
Illinois
$1.22M +$741K +14,680 +112%
HKAM
289
Horizon Kinetics Asset Management
New York
$1.21M -$2.52K -50 -0.2%
KA
290
Kintegral Advisory
New York
$1.2M
SCA
291
Sippican Capital Advisors
Massachusetts
$1.19M -$17.4K -345 -1%
Bank of Nova Scotia
292
Bank of Nova Scotia
Ontario, Canada
$1.18M -$1.51K -30 -0.1%
EWM
293
Empirical Wealth Management
Washington
$1.18M +$306K +6,066 +29%
YIH
294
Y-Intercept (HK)
Hong Kong
$1.18M +$668K +13,237 +98%
TRSOTSOK
295
Teachers Retirement System of the State of Kentucky
Kentucky
$1.17M +$1.35M +26,637 New
EI
296
Ethic Inc
New York
$1.17M +$192K +3,804 +17%
Susquehanna International Group
297
Susquehanna International Group
Pennsylvania
$1.15M -$940K -18,614 -42%
KIA
298
KCM Investment Advisors
California
$1.15M -$35.5K -703 -3%
RPSA
299
Richard P. Slaughter Associates
Texas
$1.15M -$34.2K -678 -3%
MLICM
300
Metropolitan Life Insurance Company (MetLife)
New York
$1.14M -$204K -4,035 -13%

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.