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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
Wellington Management Group
326
Wellington Management Group
Massachusetts
$1.08M +$849K +16,134 +262%
ISL
327
Ingalls & Snyder LLC
New York
$1.08M -$168K -3,200 -13%
FT
328
Fiduciary Trust
Massachusetts
$1.07M +$6.32K +120 +0.5%
SOAMC
329
Spirit of America Management Corp
New York
$1.07M +$382K +7,250 +49%
VVP
330
Venture Visionary Partners
Ohio
$1.07M +$111K +2,113 +11%
MSRPS
331
Maryland State Retirement & Pension System
Maryland
$1.06M
PFA
332
Pinnacle Family Advisors
Missouri
$1.06M -$28.5K -541 -2%
LC
333
Lavaca Capital
Texas
$1.06M +$33.6K +639 +3%
KRS
334
Kentucky Retirement Systems
Kentucky
$1.05M +$164K +3,109 +17%
Schroder Investment Management Group
335
Schroder Investment Management Group
United Kingdom
$1.04M +$733K +13,928 +185%
MCM
336
MAI Capital Management
Ohio
$1.04M +$639K +12,139 +131%
DC
337
Davenport & Co
Virginia
$1.04M +$222K +4,213 +25%
ACM
338
AlphaCrest Capital Management
New York
$1.03M -$70K -1,330 -6%
TIA
339
Trust Investment Advisors
Indiana
$1.03M -$29.3K -556 -3%
HPM
340
Hudson Portfolio Management
New York
$1.02M -$20.3K -386 -2%
EWM
341
Empirical Wealth Management
Washington
$1.01M -$13.7K -260 -1%
Luther King Capital Management (LKCM)
342
Luther King Capital Management (LKCM)
Texas
$998K +$313K +5,949 +41%
IMRF
343
Illinois Municipal Retirement Fund
Illinois
$997K +$560K +10,634 +108%
CS
344
Candriam SCA
Luxembourg
$981K +$153K +2,914 +17%
I
345
INVST
Indiana
$974K +$315K +5,983 +50%
ERIM
346
Eagle Ridge Investment Management
Connecticut
$959K
SLI
347
Sumitomo Life Insurance
Japan
$947K +$14.6K +277 +1%
AIM
348
Aigen Investment Management
New York
$941K +$1.02M +19,334 New
SIA
349
Soltis Investment Advisors
Utah
$924K +$259K +4,919 +35%
Mariner
350
Mariner
Kansas
$912K -$33.1K -629 -3%

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.