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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 %
VVP
276
Venture Visionary Partners
Ohio
$1.43M -$33.3K -667 -2%
VIA
277
Vident Investment Advisory
Georgia
$1.42M -$54.1K -1,086 -4%
APG Asset Management
278
APG Asset Management
Netherlands
$1.41M +$846K +16,970 +149%
RA
279
RFG Advisory
Alabama
$1.41M -$103K -1,854 -7%
S
280
Seeyond
France
$1.41M +$349K +7,005 +33%
US Bancorp
281
US Bancorp
Minnesota
$1.39M -$14.1K -283 -1%
Connor, Clark & Lunn Investment Management (CC&L)
282
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.39M +$1.39M +27,801 New
CAM
283
Cubic Asset Management
Massachusetts
$1.38M – – –
HKAM
284
Horizon Kinetics Asset Management
New York
$1.37M – – –
CA
285
Cetera Advisors
Colorado
$1.36M -$1.07M -21,561 -44%
Corient Private Wealth
286
Corient Private Wealth
Florida
$1.36M +$1.36M +27,264 New
TPWM
287
Twelve Points Wealth Management
Massachusetts
$1.35M +$58.2K +1,167 +5%
AQR Capital Management
288
AQR Capital Management
Connecticut
$1.34M -$170K -3,405 -11%
SCA
289
Sippican Capital Advisors
Massachusetts
$1.34M -$11K -220 -0.8%
KCPG
290
Kavar Capital Partners Group
Kansas
$1.33M -$136K -2,735 -9%
RPSA
291
Richard P. Slaughter Associates
Texas
$1.33M +$28.7K +576 +2%
TRSOTSOK
292
Teachers Retirement System of the State of Kentucky
Kentucky
$1.33M – – –
Rafferty Asset Management
293
Rafferty Asset Management
New York
$1.32M +$462K +9,263 +54%
EWM
294
Empirical Wealth Management
Washington
$1.31M -$32.4K -650 -2%
KIA
295
KCM Investment Advisors
California
$1.3M -$3.74K -75 -0.3%
DM
296
Delphi Management
Massachusetts
$1.28M +$1.28M +25,664 New
CA
297
Corrado Advisors
New Jersey
$1.28M +$30.1K +603 +2%
BCIM
298
British Columbia Investment Management
British Columbia, Canada
$1.28M -$157K -3,159 -11%
Mackenzie Financial
299
Mackenzie Financial
Ontario, Canada
$1.27M +$83K +1,664 +7%
PS
300
Pensionfund Sabic
Netherlands
$1.27M – – –
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