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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 %
AR
351
Advisory Research
Illinois
$936K – – –
NMERB
352
New Mexico Educational Retirement Board
New Mexico
$933K -$44.3K -800 -5%
CAM
353
Cresset Asset Management
Illinois
$920K -$15.3K -274 -2%
KTA
354
Keeley-Teton Advisors
Illinois
$911K -$21.8K -394 -2%
AIP
355
Ahrens Investment Partners
Louisiana
$908K +$373K +6,742 +70%
APG Asset Management
356
APG Asset Management
Netherlands
$907K +$105K +2,100 +13%
FA
357
Fagan Associates
New York
$907K +$620K +11,200 +216%
HW
358
Hancock Whitney
Mississippi
$902K -$8.97K -162 -1%
FNT
359
First National Trust
Pennsylvania
$890K -$2.77K -50 -0.3%
Rafferty Asset Management
360
Rafferty Asset Management
New York
$877K +$16K +288 +2%
BFA
361
Beacon Financial Advisory
Ohio
$860K -$15.5K -280 -2%
Nordea Investment Management
362
Nordea Investment Management
Sweden
$854K -$65.4M -1,174,567 -99%
AFM
363
Abbot Financial Management
Massachusetts
$851K +$513K +9,250 +152%
JC
364
JB Capital
Connecticut
$824K +$824K +14,866 New
SOAMC
365
Spirit of America Management Corp
New York
$817K – – –
PCM
366
Penserra Capital Management
California
$809K +$449K +8,107 +125%
Luther King Capital Management (LKCM)
367
Luther King Capital Management (LKCM)
Texas
$806K +$78.6K +1,418 +11%
RIG
368
Roosevelt Investment Group
New York
$802K +$69K +1,244 +9%
AP
369
Advisor Partners
California
$800K +$53.8K +971 +7%
BCA
370
Bay Colony Advisors
Massachusetts
$798K -$23.1K -417 -3%
PHK
371
Point72 Hong Kong
Hong Kong
$797K +$516K +9,319 +184%
EI
372
Ethic Inc
New York
$781K +$127K +2,294 +19%
SIA
373
Soltis Investment Advisors
Utah
$779K -$322K -5,816 -29%
PMA
374
Prudent Man Advisors
Illinois
$776K -$13K -235 -2%
MAM
375
Meeder Asset Management
Ohio
$769K +$442K +7,983 +135%
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