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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 %
HG
301
Herbst Group
Connecticut
$1.35M -$274K -4,941 -17%
NA
302
NewEdge Advisors
Louisiana
$1.35M -$1.07M -19,366 -44%
KIA
303
KCM Investment Advisors
California
$1.35M – – –
SAM
304
Securian Asset Management
Minnesota
$1.33M -$29.6K -534 -2%
WA
305
Wambolt & Associates
Colorado
$1.33M +$41.8K +744 +3%
FFWM
306
Future Financial Wealth Management
Ohio
$1.29M +$1.55K +28 +0.1%
CIBC World Market
307
CIBC World Market
Ontario, Canada
$1.29M -$1.07M -19,351 -45%
RC
308
Reik & Co
New York
$1.27M – – –
OC
309
Oppenheimer & Co
New York
$1.27M -$405K -7,305 -24%
NERM
310
New England Research & Management
Illinois
$1.27M -$26K -470 -2%
BS
311
Boenning & Scattergood
Pennsylvania
$1.26M +$22.2K +400 +2%
EMPI
312
Elo Mutual Pension Insurance
Finland
$1.26M +$72K +1,300 +6%
ACM
313
AlphaCrest Capital Management
New York
$1.25M +$385K +6,950 +44%
State Farm Mutual Automobile Insurance
314
State Farm Mutual Automobile Insurance
Illinois
$1.25M – – –
AIM
315
Achmea Investment Management
Netherlands
$1.24M -$1.99M -35,975 -62%
PFA
316
Pinnacle Family Advisors
Missouri
$1.24M +$45.8K +826 +4%
EP
317
Edgestream Partners
New Jersey
$1.23M -$1.95M -35,267 -61%
FT
318
Fiduciary Trust
Massachusetts
$1.22M +$70K +1,263 +6%
MSRPS
319
Maryland State Retirement & Pension System
Maryland
$1.21M – – –
TIA
320
Trust Investment Advisors
Indiana
$1.21M +$18.2K +328 +2%
TPWM
321
Twelve Points Wealth Management
Massachusetts
$1.19M +$588K +10,613 +98%
HPM
322
Hudson Portfolio Management
New York
$1.18M +$16.6K +300 +1%
EWM
323
Empirical Wealth Management
Washington
$1.17M +$7.04K +127 +0.6%
TRSOTSOK
324
Teachers Retirement System of the State of Kentucky
Kentucky
$1.15M -$49.8K -899 -4%
AIL
325
AGF Investments LLC
Ontario, Canada
$1.14M +$87.9K +1,587 +8%
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