We are live on ! Find out more
IRM icon

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
TPWM
301
Twelve Points Wealth Management
Massachusetts
$1.14M +$53.2K +1,054 +4%
ASN
302
Advisory Services Network
Georgia
$1.13M -$36.5K -722 -3%
AA
303
Ancora Advisors
Ohio
$1.13M -$266K -5,277 -17%
PS
304
Pensionfund Sabic
Netherlands
$1.12M
HG
305
Herbst Group
Connecticut
$1.11M +$10.1K +200 +0.8%
GCM
306
Gables Capital Management
Florida
$1.11M
LP
307
LMR Partners
United Kingdom
$1.11M +$331K +6,552 +35%
SIA
308
Soltis Investment Advisors
Utah
$1.1M +$308K +6,095 +32%
CA
309
Corrado Advisors
New Jersey
$1.1M -$10.6K -209 -0.8%
MCM
310
Monument Capital Management
Virginia
$1.09M -$178K -3,517 -12%
MNBTD
311
Moody National Bank Trust Division
Texas
$1.09M +$392K +7,758 +46%
WA
312
Wambolt & Associates
Colorado
$1.07M +$2.58K +51 +0.2%
FFWM
313
Future Financial Wealth Management
Ohio
$1.07M -$64.5K -1,277 -5%
SAM
314
Securian Asset Management
Minnesota
$1.06M +$6.41K +127 +0.5%
VPIM
315
Vanguard Personalized Indexing Management
California
$1.05M -$21.1K -417 -2%
MCM
316
McMillion Capital Management
North Carolina
$1.05M -$32.6K -645 -3%
Mackenzie Financial
317
Mackenzie Financial
Ontario, Canada
$1.05M -$894K -17,696 -43%
EP
318
Edgestream Partners
New Jersey
$1.02M -$2.31M -45,814 -66%
EWA
319
EP Wealth Advisors
California
$1.02M +$1.17M +23,155 New
RC
320
Reik & Co
New York
$1.01M
AIM
321
Achmea Investment Management
Netherlands
$1.01M +$25K +496 +2%
NA
322
NewEdge Advisors
Louisiana
$1M -$152K -3,004 -12%
KRS
323
Kentucky Retirement Systems
Kentucky
$1M +$60K +1,189 +6%
IF
324
Intrua Financial
Texas
$999K -$45.1K -893 -4%
NIP
325
Nicholas Investment Partners
California
$998K +$346K +6,861 +43%

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.