IRM icon

Iron Mountain

761 hedge funds and large institutions have $10.9B invested in Iron Mountain in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
-11
Holders Change %
-1.42%
% of All Funds
12.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
78
Increased
299
Reduced
256
Closed
73
Calls
$133M
Puts
$95.3M
Net Calls
+$37.8M
Net Calls Change
+$9.25M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
351
Fagan Associates
New York
$900K +$103K +2,115 +13%
Nordea Investment Management
352
Nordea Investment Management
Sweden
$882K +$144K +2,984 +19%
TNAM
353
Terra Nova Asset Management
New York
$881K +$881K +18,104 New
Walleye Capital
354
Walleye Capital
New York
$872K +$872K +17,906 New
CAM
355
Cresset Asset Management
Illinois
$870K +$74.9K +1,547 +9%
MWPCG
356
Measured Wealth Private Client Group
New Hampshire
$862K -$107K -2,188 -11%
LSERS
357
Louisiana State Employees Retirement System
Louisiana
$854K +$4.64K +100 +0.5%
National Bank of Canada
358
National Bank of Canada
Quebec, Canada
$836K -$1.22K -25 -0.1%
GWM
359
Geneos Wealth Management
Colorado
$831K -$25.2K -511 -3%
MNBTD
360
Moody National Bank Trust Division
Texas
$829K -$1.35M -27,681 -62%
LDB
361
Lee, Danner & Bass
Tennessee
$824K
AR
362
Advisory Research
Illinois
$823K
HW
363
Hancock Whitney
Mississippi
$822K +$28.6K +588 +4%
TSWM
364
Tyler-Stone Wealth Management
Ohio
$809K -$82.7K -1,700 -9%
RBFC
365
Roman Butler Fullerton & Co
Missouri
$809K +$2.38K +53 +0.3%
CIAS
366
Capital Investment Advisory Services
North Carolina
$805K -$461K -9,473 -36%
HH
367
Hilltop Holdings
Texas
$798K -$180K -3,694 -18%
KTA
368
Keeley-Teton Advisors
Illinois
$785K -$15.7K -322 -2%
FNT
369
First National Trust
Pennsylvania
$782K
NMERB
370
New Mexico Educational Retirement Board
New Mexico
$781K -$39K -800 -5%
CA
371
Clearstead Advisors
Ohio
$775K +$734K +15,078 +1,810%
AIP
372
Ahrens Investment Partners
Louisiana
$774K -$24K -493 -3%
NIP
373
Nicholas Investment Partners
California
$771K +$771K +15,835 New
TI
374
Tidal Investments
Wisconsin
$762K +$205K +4,217 +37%
BFA
375
Beacon Financial Advisory
Ohio
$760K +$4.43K +91 +0.6%