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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 %
GAM
326
Gotham Asset Management
New York
$1.13M +$181K +3,272 +19%
HH
327
Hilltop Holdings
Texas
$1.11M +$301K +5,430 +37%
CIA
328
Capital Investment Advisors
Georgia
$1.11M +$43.7K +788 +4%
MWPCG
329
Measured Wealth Private Client Group
New Hampshire
$1.1M -$105K -1,894 -9%
VVP
330
Venture Visionary Partners
Ohio
$1.1M +$112K +2,027 +11%
ERIM
331
Eagle Ridge Investment Management
Connecticut
$1.09M – – –
Mariner
332
Mariner
Kansas
$1.07M +$11.3K +204 +1%
Lazard Asset Management
333
Lazard Asset Management
New York
$1.07M +$979K +17,665 +1,060%
SLI
334
Sumitomo Life Insurance
Japan
$1.06M -$38.1K -687 -3%
Cerity Partners
335
Cerity Partners
New York
$1.06M -$504K -9,091 -32%
LC
336
Lavaca Capital
Texas
$1.06M -$307K -5,534 -23%
LSERS
337
Louisiana State Employees Retirement System
Louisiana
$1.06M +$11.5K +200 +1%
PAM
338
Panagora Asset Management
Massachusetts
$1.03M +$428K +7,719 +71%
KRS
339
Kentucky Retirement Systems
Kentucky
$1.02M +$84K +1,515 +9%
Wolverine Trading
340
Wolverine Trading
Illinois
$1.02M -$126K -2,268 -11%
TSWM
341
Tyler-Stone Wealth Management
Ohio
$1.02M +$27.7K +500 +3%
WAM
342
Wolverine Asset Management
Illinois
$1M – – –
RBFC
343
Roman Butler Fullerton & Co
Missouri
$996K -$221K -3,986 -18%
Fayez Sarofim & Co
344
Fayez Sarofim & Co
Texas
$963K -$864K -15,598 -47%
GWM
345
Geneos Wealth Management
Colorado
$962K -$15.8K -286 -2%
CS
346
Candriam SCA
Luxembourg
$954K +$142K +2,572 +18%
National Bank of Canada
347
National Bank of Canada
Quebec, Canada
$953K +$64K +1,156 +7%
PFO
348
Pathstone Family Office
New Jersey
$950K -$9.53K -170 -1%
DC
349
Davenport & Co
Virginia
$949K +$553K +9,980 +140%
LDB
350
Lee, Danner & Bass
Tennessee
$938K +$38.8K +700 +4%
12 13
14
15 16