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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
RBFC
351
Roman Butler Fullerton & Co
Missouri
$827K -$2.93K -58 -0.3%
LSERS
352
Louisiana State Employees Retirement System
Louisiana
$818K +$10.1K +200 +1%
Nordea Investment Management
353
Nordea Investment Management
Sweden
$815K
Los Angeles Capital Management
354
Los Angeles Capital Management
California
$802K -$654K -12,960 -42%
TNAM
355
Terra Nova Asset Management
New York
$794K -$1.97K -39 -0.2%
CAM
356
Cresset Asset Management
Illinois
$785K -$16.8K -332 -2%
Creative Planning
357
Creative Planning
Kansas
$767K +$98.7K +1,954 +13%
Rafferty Asset Management
358
Rafferty Asset Management
New York
$759K +$191K +3,774 +28%
National Bank of Canada
359
National Bank of Canada
Quebec, Canada
$755K
MWPCG
360
Measured Wealth Private Client Group
New Hampshire
$754K -$28.4K -563 -3%
HW
361
Hancock Whitney
Mississippi
$753K +$12.8K +254 +2%
LDB
362
Lee, Danner & Bass
Tennessee
$744K
TSWM
363
Tyler-Stone Wealth Management
Ohio
$744K +$15.2K +300 +2%
AR
364
Advisory Research
Illinois
$743K
HH
365
Hilltop Holdings
Texas
$732K +$12.6K +249 +2%
D.E. Shaw & Co
366
D.E. Shaw & Co
New York
$732K +$841K +16,648 New
TI
367
Tidal Investments
Wisconsin
$711K +$25.8K +511 +3%
EFS
368
Essex Financial Services
Connecticut
$707K +$79.8K +1,581 +11%
FNT
369
First National Trust
Pennsylvania
$706K
AFM
370
Abbot Financial Management
Massachusetts
$697K +$12.6K +250 +2%
CA
371
Clearstead Advisors
Ohio
$696K -$3.94K -78 -0.5%
VRS
372
Virginia Retirement Systems
Virginia
$695K +$798K +15,800 New
RFM
373
Royal Fund Management
Florida
$689K +$133K +2,642 +20%
MCM
374
MAI Capital Management
Ohio
$687K -$292K -5,782 -27%
BFA
375
Beacon Financial Advisory
Ohio
$686K -$1.41K -28 -0.2%

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.