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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
LP
351
LMR Partners
United Kingdom
$907K +$980K +18,623 New
PAM
352
Panagora Asset Management
Massachusetts
$901K -$1.84K -35 -0.2%
FA
353
Fagan Associates
New York
$900K +$111K +2,115 +13%
Nordea Investment Management
354
Nordea Investment Management
Sweden
$882K +$157K +2,984 +19%
TNAM
355
Terra Nova Asset Management
New York
$881K +$953K +18,104 New
Walleye Capital
356
Walleye Capital
New York
$872K +$942K +17,906 New
CAM
357
Cresset Asset Management
Illinois
$870K +$81.4K +1,547 +9%
MWPCG
358
Measured Wealth Private Client Group
New Hampshire
$862K -$115K -2,188 -11%
LSERS
359
Louisiana State Employees Retirement System
Louisiana
$854K +$5.26K +100 +0.5%
National Bank of Canada
360
National Bank of Canada
Quebec, Canada
$836K -$1.32K -25 -0.1%
GWM
361
Geneos Wealth Management
Colorado
$831K -$26.9K -511 -3%
MNBTD
362
Moody National Bank Trust Division
Texas
$829K -$1.46M -27,681 -62%
LDB
363
Lee, Danner & Bass
Tennessee
$824K
AR
364
Advisory Research
Illinois
$823K
HW
365
Hancock Whitney
Mississippi
$822K +$30.9K +588 +4%
TSWM
366
Tyler-Stone Wealth Management
Ohio
$809K -$89.5K -1,700 -9%
RBFC
367
Roman Butler Fullerton & Co
Missouri
$809K +$2.79K +53 +0.3%
CIAS
368
Capital Investment Advisory Services
North Carolina
$805K -$499K -9,473 -36%
HH
369
Hilltop Holdings
Texas
$798K -$194K -3,694 -18%
KTA
370
Keeley-Teton Advisors
Illinois
$785K -$16.9K -322 -2%
FNT
371
First National Trust
Pennsylvania
$782K
NMERB
372
New Mexico Educational Retirement Board
New Mexico
$781K -$42.1K -800 -5%
CA
373
Clearstead Advisors
Ohio
$775K +$793K +15,078 +1,810%
AIP
374
Ahrens Investment Partners
Louisiana
$774K -$25.9K -493 -3%
NIP
375
Nicholas Investment Partners
California
$771K +$833K +15,835 New

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.