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Iron Mountain
IRM

Overview Fund Activity

738 hedge funds and large institutions have $9.96B invested in Iron Mountain in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 288 increasing their positions, 253 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
-23
Holders Change %
-3.02%
% of All Funds
12.76%
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
288
Reduced
253
Closed
72
Calls
$151M
Puts
$42.1M
Net Calls
+$109M
Net Calls Change
+$71.2M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$98.2M
2
Invesco
Invesco
Georgia
+$82.4M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$51.2M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$38.1M
5
AII
AGF Investments Inc
Ontario, Canada
+$38.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$186M
2
LSV Asset Management
LSV Asset Management
Illinois
-$36.5M
3
Norges Bank
Norges Bank
Norway
-$27.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$22.1M
5
Millennium Management
Millennium Management
New York
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nordea Investment Management
351
Nordea Investment Management
Sweden
$815K – – –
Los Angeles Capital Management
352
Los Angeles Capital Management
California
$802K -$570K -12,960 -42%
TNAM
353
Terra Nova Asset Management
New York
$794K -$1.71K -39 -0.2%
CAM
354
Cresset Asset Management
Illinois
$785K -$14.8K -332 -2%
Creative Planning
355
Creative Planning
Kansas
$767K +$85.9K +1,954 +13%
Rafferty Asset Management
356
Rafferty Asset Management
New York
$759K +$166K +3,774 +28%
National Bank of Canada
357
National Bank of Canada
Quebec, Canada
$755K – – –
MWPCG
358
Measured Wealth Private Client Group
New Hampshire
$754K -$24.8K -563 -3%
HW
359
Hancock Whitney
Mississippi
$753K +$11.2K +254 +2%
LDB
360
Lee, Danner & Bass
Tennessee
$744K – – –
TSWM
361
Tyler-Stone Wealth Management
Ohio
$744K +$13.2K +300 +2%
AR
362
Advisory Research
Illinois
$743K – – –
HH
363
Hilltop Holdings
Texas
$732K +$10.9K +249 +2%
D.E. Shaw & Co
364
D.E. Shaw & Co
New York
$732K +$732K +16,648 New
TI
365
Tidal Investments
Wisconsin
$711K +$22.5K +511 +3%
EFS
366
Essex Financial Services
Connecticut
$707K +$69.5K +1,581 +11%
FNT
367
First National Trust
Pennsylvania
$706K – – –
AFM
368
Abbot Financial Management
Massachusetts
$697K +$11K +250 +2%
CA
369
Clearstead Advisors
Ohio
$696K -$3.43K -78 -0.5%
VRS
370
Virginia Retirement Systems
Virginia
$695K +$695K +15,800 New
RFM
371
Royal Fund Management
Florida
$689K +$116K +2,642 +20%
MCM
372
MAI Capital Management
Ohio
$687K -$254K -5,782 -27%
BFA
373
Beacon Financial Advisory
Ohio
$686K -$1.23K -28 -0.2%
CIAS
374
Capital Investment Advisory Services
North Carolina
$678K -$49.5K -1,126 -7%
PAM
375
Panagora Asset Management
Massachusetts
$677K -$138K -3,127 -17%
13 14
15
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