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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
US Bancorp
301
US Bancorp
Minnesota
$1.28M -$21.5K -408 -2%
NA
302
NewEdge Advisors
Louisiana
$1.26M +$72.9K +1,385 +6%
PS
303
Pensionfund Sabic
Netherlands
$1.24M -$658K -12,500 -33%
HG
304
Herbst Group
Connecticut
$1.24M +$34.5K +655 +3%
GCM
305
Gables Capital Management
Florida
$1.23M
CA
306
Corrado Advisors
New Jersey
$1.23M +$847K +16,095 +177%
TPWM
307
Twelve Points Wealth Management
Massachusetts
$1.21M +$179K +3,393 +16%
CAM
308
Columbia Asset Management
Michigan
$1.2M +$1.3M +24,631 New
MCM
309
McMillion Capital Management
North Carolina
$1.19M -$310K -5,900 -19%
VPIM
310
Vanguard Personalized Indexing Management
California
$1.19M -$60.7K -1,153 -5%
WA
311
Wambolt & Associates
Colorado
$1.19M +$38.9K +740 +3%
AQR Capital Management
312
AQR Capital Management
Connecticut
$1.18M -$88.2K -1,676 -6%
SAM
313
Securian Asset Management
Minnesota
$1.17M
IF
314
Intrua Financial
Texas
$1.15M -$59.3K -1,126 -5%
CIA
315
Capital Investment Advisors
Georgia
$1.14M +$180K +3,416 +17%
VIA
316
Vident Investment Advisory
Georgia
$1.13M +$698K +13,261 +132%
RC
317
Reik & Co
New York
$1.12M
EMPI
318
Elo Mutual Pension Insurance
Finland
$1.11M
EI
319
Ethic Inc
New York
$1.11M +$456K +8,673 +61%
BS
320
Boenning & Scattergood
Pennsylvania
$1.1M -$5.26K -100 -0.4%
LMIM
321
Lockheed Martin Investment Management
Maryland
$1.1M -$418K -7,950 -26%
State Farm Mutual Automobile Insurance
322
State Farm Mutual Automobile Insurance
Illinois
$1.1M
AIM
323
Achmea Investment Management
Netherlands
$1.09M
CG
324
Cutler Group
California
$1.09M -$215K -4,091 -15%
GAM
325
Gotham Asset Management
New York
$1.09M +$101K +1,924 +9%

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.