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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
CIAS
376
Capital Investment Advisory Services
North Carolina
$678K -$56.9K -1,126 -7%
PAM
377
Panagora Asset Management
Massachusetts
$677K -$158K -3,127 -17%
DA
378
Duality Advisers
Florida
$675K -$1.18M -23,279 -60%
Schroder Investment Management Group
379
Schroder Investment Management Group
United Kingdom
$675K -$308K -6,092 -28%
BCV
380
Banque Cantonale Vaudoise
Switzerland
$675K
AIP
381
Ahrens Investment Partners
Louisiana
$673K -$29.7K -589 -4%
GWM
382
Geneos Wealth Management
Colorado
$660K -$92.3K -1,827 -11%
NMERB
383
New Mexico Educational Retirement Board
New Mexico
$653K -$60.6K -1,200 -7%
RIG
384
Roosevelt Investment Group
New York
$650K +$8.08K +160 +1%
Two Sigma Investments
385
Two Sigma Investments
New York
$644K +$740K +14,656 New
TPW
386
Transatlantique Private Wealth
New York
$626K +$109K +2,153 +18%
TRCT
387
Tower Research Capital (TRC)
New York
$624K -$1.03M -20,303 -59%
API
388
Advisor Partners II
California
$623K +$715K +14,168 New
BCA
389
Bay Colony Advisors
Massachusetts
$618K -$8.08K -160 -1%
PCM
390
Princeton Capital Management
New Jersey
$604K
WFS
391
Widmann Financial Services
Maryland
$596K -$10.4K -206 -1%
FM
392
Foster & Motley
Ohio
$592K +$75.8K +1,502 +13%
FAM
393
Formidable Asset Management
Ohio
$582K +$11.8K +233 +2%
KBC Group
394
KBC Group
Belgium
$575K +$16.4K +324 +3%
PMA
395
Prudent Man Advisors
Illinois
$562K +$34K +673 +6%
PWM
396
Perigon Wealth Management
California
$560K +$643K +12,728 New
AWM
397
Ameliora Wealth Management
Switzerland
$549K +$611K +12,100 New
HI
398
Harbour Investments
Wisconsin
$548K
MAM
399
Meeder Asset Management
Ohio
$547K -$59.7K -1,183 -9%
LNC
400
Lincoln National Corp
Pennsylvania
$543K +$50.1K +992 +9%

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.