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
State Farm Mutual Automobile Insurance
326
State Farm Mutual Automobile Insurance
Illinois
$989K
SOAMC
327
Spirit of America Management Corp
New York
$989K +$25.2K +500 +2%
Mariner
328
Mariner
Kansas
$981K +$181K +3,593 +19%
BS
329
Boenning & Scattergood
Pennsylvania
$976K -$25.2K -500 -2%
ISL
330
Ingalls & Snyder LLC
New York
$967K -$8.84K -175 -0.8%
FT
331
Fiduciary Trust
Massachusetts
$965K -$5.1K -101 -0.5%
EMPI
332
Elo Mutual Pension Insurance
Finland
$955K -$53.5K -1,059 -5%
DC
333
Davenport & Co
Virginia
$955K +$18.9K +375 +2%
CAM
334
Columbia Asset Management
Michigan
$948K -$155K -3,068 -12%
LC
335
Lavaca Capital
Texas
$936K -$20.2K -400 -2%
TIA
336
Trust Investment Advisors
Indiana
$933K +$606 +12 +0.1%
S
337
Seeyond
France
$933K +$619K +12,250 +137%
BO
338
BRR OpCo
Ohio
$928K +$1.07M +21,115 New
SS
339
Simplicity Solutions
Minnesota
$922K +$610K +12,085 +136%
HPM
340
Hudson Portfolio Management
New York
$906K -$13.5K -268 -1%
Luther King Capital Management (LKCM)
341
Luther King Capital Management (LKCM)
Texas
$900K -$1.67K -33 -0.2%
IMRF
342
Illinois Municipal Retirement Fund
Illinois
$900K
SG Americas Securities
343
SG Americas Securities
New York
$899K -$1.98M -39,221 -66%
ERIM
344
Eagle Ridge Investment Management
Connecticut
$866K
I
345
INVST
Indiana
$859K +$53.3K +1,055 +6%
AFA
346
Abacus FCF Advisors
Florida
$858K -$368K -7,293 -27%
LMIM
347
Lockheed Martin Investment Management
Maryland
$856K -$162K -3,200 -14%
SWM
348
Sculati Wealth Management
Michigan
$853K -$526K -10,408 -35%
AI
349
AdvisorShares Investments
Maryland
$841K +$198K +3,928 +26%
FA
350
Fagan Associates
New York
$835K +$25.4K +502 +3%

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.