IRM icon

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 %
DA
376
Duality Advisers
Florida
$675K -$1.02M -23,279 -60%
Schroder Investment Management Group
377
Schroder Investment Management Group
United Kingdom
$675K -$268K -6,092 -28%
BCV
378
Banque Cantonale Vaudoise
Switzerland
$675K – – –
AIP
379
Ahrens Investment Partners
Louisiana
$673K -$25.9K -589 -4%
GWM
380
Geneos Wealth Management
Colorado
$660K -$80.3K -1,827 -11%
NMERB
381
New Mexico Educational Retirement Board
New Mexico
$653K -$52.8K -1,200 -7%
RIG
382
Roosevelt Investment Group
New York
$650K +$7.04K +160 +1%
Two Sigma Investments
383
Two Sigma Investments
New York
$644K +$644K +14,656 New
TPW
384
Transatlantique Private Wealth
New York
$626K +$94.6K +2,153 +18%
TRCT
385
Tower Research Capital (TRC)
New York
$624K -$892K -20,303 -59%
API
386
Advisor Partners II
California
$623K +$623K +14,168 New
BCA
387
Bay Colony Advisors
Massachusetts
$618K -$7.03K -160 -1%
PCM
388
Princeton Capital Management
New Jersey
$604K – – –
WFS
389
Widmann Financial Services
Maryland
$596K -$9.06K -206 -1%
FM
390
Foster & Motley
Ohio
$592K +$66.1K +1,502 +13%
FAM
391
Formidable Asset Management
Ohio
$582K +$10.3K +233 +2%
KBC Group
392
KBC Group
Belgium
$575K +$14.3K +324 +3%
PMA
393
Prudent Man Advisors
Illinois
$562K +$29.6K +673 +6%
PWM
394
Perigon Wealth Management
California
$560K +$560K +12,728 New
AWM
395
Ameliora Wealth Management
Switzerland
$549K +$549K +12,100 New
HI
396
Harbour Investments
Wisconsin
$548K – – –
MAM
397
Meeder Asset Management
Ohio
$547K -$52K -1,183 -9%
LNC
398
Lincoln National Corp
Pennsylvania
$543K +$43.6K +992 +9%
FFN
399
Focus Financial Network
Minnesota
$540K +$18.2K +408 +3%
HPC
400
HM Payson & Co
Maine
$539K – – –
14 15
16
17 18