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Iron Mountain

765 hedge funds and large institutions have $10.9B invested in Iron Mountain in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 299 increasing their positions, 259 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $133M | Put options by funds: $95.3M

15% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 259

7% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 74

0.39% less ownership

Funds ownership: 77.53%77.14% (-0.39%)

1% less funds holding

Funds holding: 776765 (-11)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

12% less capital invested

Capital invested by funds: $12.4B → $10.9B (-$1.53B)

Holders
765
Holders Change
-11
Holders Change %
-1.42%
% of All Funds
12.89%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
79
Increased
299
Reduced
259
Closed
74
Calls
$133M
Puts
$95.3M
Net Calls
+$37.8M
Net Calls Change
+$9.25M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
376
Tidal Investments
Wisconsin
$762K +$222K +4,217 +37%
BFA
377
Beacon Financial Advisory
Ohio
$760K +$4.79K +91 +0.6%
AFM
378
Abbot Financial Management
Massachusetts
$760K +$13.2K +250 +2%
LNWWM
379
Laird Norton Wetherby Wealth Management
California
$757K +$294K +5,578 +56%
OC
380
Oppenheimer & Co
New York
$755K -$388K -7,371 -32%
Creative Planning
381
Creative Planning
Kansas
$754K +$85.9K +1,633 +12%
JC
382
JB Capital
Connecticut
$748K +$26.2K +498 +3%
BCV
383
Banque Cantonale Vaudoise
Switzerland
$747K +$274K +5,200 +51%
AI
384
AdvisorShares Investments
Maryland
$741K +$800K +15,210 New
QC
385
Quadrature Capital
United Kingdom
$728K +$786K +14,942 New
RIG
386
Roosevelt Investment Group
New York
$711K +$7.74K +147 +1%
EFS
387
Essex Financial Services
Connecticut
$706K +$43.1K +819 +6%
PFO
388
Pathstone Family Office
New Jersey
$702K -$142K -2,692 -16%
AP
389
Advisor Partners
California
$697K -$7.26K -138 -1%
BCA
390
Bay Colony Advisors
Massachusetts
$690K -$9.53K -181 -1%
MC
391
Mathes Company
New York
$674K
PCM
392
Princeton Capital Management
New Jersey
$669K
WFS
393
Widmann Financial Services
Maryland
$669K +$4.79K +91 +0.7%
MAM
394
Meeder Asset Management
Ohio
$664K -$13.1K -248 -2%
YIH
395
Y-Intercept (HK)
Hong Kong
$658K +$711K +13,511 New
Rafferty Asset Management
396
Rafferty Asset Management
New York
$657K -$123K -2,340 -15%
SC
397
Scotia Capital
Ontario, Canada
$638K +$317K +6,032 +85%
RFM
398
Royal Fund Management
Florida
$635K +$223K +4,243 +48%
CM
399
Caption Management
Oklahoma
$633K +$684K +13,000 New
Wolverine Trading
400
Wolverine Trading
Illinois
$632K -$279K -5,298 -29%

IRM Hedge Fund Activity: Q2 2022 in Review

765 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2022, worth a combined $10.9B — down 12% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IRM positions and 74 closed out — a net gain of 5 holders — while 299 added to existing stakes and 259 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $61M. The largest seller was Janus Henderson Group, cutting an estimated $55.9M.

  • 765 institutional investors held Iron Mountain (IRM) as of Q2 2022, down from 776 in Q1 2022.
  • Funds reported $10.9B of Iron Mountain stock for Q2 2022, down 12% quarter-over-quarter.
  • 79 funds opened new Iron Mountain positions in Q2 2022 and 74 closed out, a net change of +5 holders.
  • The largest Iron Mountain buyer in Q2 2022 was Pictet Asset Management (Switzerland), an estimated $61M added.
  • The largest Iron Mountain seller in Q2 2022 was Janus Henderson Group, an estimated $55.9M sold.

Based on aggregated 13F filings for Q2 2022.