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Iron Mountain
IRM

Overview Fund Activity

772 hedge funds and large institutions have $12.4B invested in Iron Mountain in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 296 increasing their positions, 268 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+23
Holders Change %
+3.07%
% of All Funds
12.22%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
89
Increased
296
Reduced
268
Closed
55
Calls
$146M
Puts
$117M
Net Calls
+$28.6M
Net Calls Change
+$70.8M

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$94.6M
2
Morgan Stanley
Morgan Stanley
New York
$224M
3
BTCPP
Border to Coast Pensions Partnership
United Kingdom
$57.8M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$40.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$59.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.6B
2
Invesco
Invesco
Georgia
$113M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$854K
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$21.4M
5
American Century Companies
American Century Companies
Missouri
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANRIA
376
American National Registered Investment Advisor
Texas
$768K -$13.5K -244 -2%
Creative Planning
377
Creative Planning
Kansas
$768K +$34.5K +623 +5%
MC
378
Mathes Company
New York
$767K -$1.27M -23,000 -62%
PCM
379
Princeton Capital Management
New Jersey
$761K +$48.8K +880 +7%
EFS
380
Essex Financial Services
Connecticut
$758K +$79.3K +1,431 +12%
WFS
381
Widmann Financial Services
Maryland
$757K +$55.1K +995 +8%
BOTW
382
Bank of the West
California
$739K -$110K -1,990 -13%
TFA
383
Teamwork Financial Advisors
Texas
$718K -$860K -15,520 -55%
ASFA
384
All Season Financial Advisors
Colorado
$707K +$109K +1,967 +18%
KBC Group
385
KBC Group
Belgium
$706K – – –
WA
386
Winfield Associates
Ohio
$703K -$8.87K -160 -1%
SPC
387
Sigma Planning Corp
Michigan
$698K -$7.53K -136 -1%
HPC
388
HM Payson & Co
Maine
$680K – – –
FM
389
Foster & Motley
Ohio
$673K -$88.4K -1,596 -12%
CSIA
390
Carl Stuart Investment Advisor
Texas
$673K +$673K +1,215 New
CIM
391
Contravisory Investment Management
Massachusetts
$665K -$84.6K -1,528 -11%
AIC
392
Archer Investment Corporation
Indiana
$665K – – –
EOJOAM
393
E. Ohman J:or Asset Management
Sweden
$662K -$227K -4,100 -26%
SIA
394
Strategic Investment Advisors
Michigan
$653K +$653K +11,785 New
AIA
395
Armor Investment Advisors
North Carolina
$649K +$96.8K +1,748 +18%
NMIMC
396
Northwestern Mutual Investment Management Company
Wisconsin
$638K -$83.6K -1,509 -12%
DCM
397
Delta Capital Management
New Jersey
$638K +$6.1K +110 +1%
I
398
INVST
Indiana
$637K -$9.01K -170 -1%
PAM
399
Pegasus Asset Management
New York
$637K – – –
BRWM
400
B. Riley Wealth Management
Tennessee
$637K +$91.9K +1,659 +17%
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16
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