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Iron Mountain
IRM

Overview Fund Activity

777 hedge funds and large institutions have $11.5B invested in Iron Mountain in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 299 increasing their positions, 250 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
+39
Holders Change %
+5.28%
% of All Funds
12.54%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
93
Increased
299
Reduced
250
Closed
39
Calls
$159M
Puts
$86.1M
Net Calls
+$72.8M
Net Calls Change
-$36.2M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$351M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$45.7M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$41.5M
4
Capital World Investors
Capital World Investors
California
+$39.9M
5
Northern Trust
Northern Trust
Illinois
+$27M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$32.7M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$24.9M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$21M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$20.3M
5
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
351
Commerce Bank
Missouri
$978K -$11.8M -237,465 -92%
FIM
352
Freedom Investment Management
Connecticut
$972K -$428K -8,580 -31%
LC
353
Lavaca Capital
Texas
$963K -$3.15K -63 -0.3%
AFA
354
Abacus FCF Advisors
Florida
$952K -$21.4K -429 -2%
FM
355
Foster & Motley
Ohio
$951K +$280K +5,619 +42%
FA
356
Fagan Associates
New York
$951K +$4.04K +81 +0.4%
SS
357
Simplicity Solutions
Minnesota
$944K -$101K -2,026 -10%
LSERS
358
Louisiana State Employees Retirement System
Louisiana
$937K +$9.97K +200 +1%
PFA
359
Pathway Financial Advisers
Indiana
$920K +$920K +18,454 New
RBFC
360
Roman Butler Fullerton & Co
Missouri
$917K -$23.6K -452 -3%
LNC
361
Lincoln National Corp
Pennsylvania
$914K +$298K +5,984 +48%
SSWM
362
Strait & Sound Wealth Management
California
$905K +$905K +17,305 New
TI
363
Tidal Investments
Wisconsin
$879K +$73.2K +1,468 +9%
CAS
364
Coppell Advisory Solutions
Texas
$868K +$868K +17,409 New
CASC
365
Coppell Advisory Solutions Corp
Texas
$868K +$868K +17,409 New
TSWM
366
Tyler-Stone Wealth Management
Ohio
$861K +$17.4K +350 +2%
AIP
367
Ahrens Investment Partners
Louisiana
$860K +$96.8K +1,941 +13%
HW
368
Hancock Whitney
Mississippi
$851K -$2.99K -60 -0.4%
LDB
369
Lee, Danner & Bass
Tennessee
$844K – – –
AR
370
Advisory Research
Illinois
$843K – – –
EFS
371
Essex Financial Services
Connecticut
$840K +$38.9K +781 +5%
HH
372
Hilltop Holdings
Texas
$830K – – –
RFM
373
Royal Fund Management
Florida
$825K +$43.5K +872 +6%
HT
374
Heritage Trust
Oklahoma
$822K +$822K +16,496 New
FAM
375
Formidable Asset Management
Ohio
$813K +$155K +3,108 +24%
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15
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