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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 %
FNT
376
First National Trust
Pennsylvania
$800K – – –
MCM
377
MAI Capital Management
Ohio
$793K +$14K +280 +2%
CA
378
Clearstead Advisors
Ohio
$789K – – –
EWA
379
EP Wealth Advisors
California
$786K -$368K -7,384 -32%
MWPCG
380
Measured Wealth Private Client Group
New Hampshire
$781K -$73.4K -1,473 -9%
CIAS
381
Capital Investment Advisory Services
North Carolina
$777K +$8.82K +177 +1%
CAM
382
Columbia Asset Management
Michigan
$775K -$300K -6,011 -28%
PP
383
Prudential plc
United Kingdom
$769K +$351K +7,040 +84%
HWAM
384
Hennion & Walsh Asset Management
New Jersey
$767K +$458K +9,182 +148%
BFG
385
Bleakley Financial Group
New Jersey
$767K +$767K +15,384 New
Schroder Investment Management Group
386
Schroder Investment Management Group
United Kingdom
$765K – – –
Voloridge Investment Management
387
Voloridge Investment Management
Florida
$750K +$750K +15,051 New
Los Angeles Capital Management
388
Los Angeles Capital Management
California
$748K -$161K -3,234 -18%
BFA
389
Beacon Financial Advisory
Ohio
$744K -$33K -661 -4%
LFAS
390
Level Four Advisory Services
Texas
$739K +$739K +14,815 New
SPC
391
Sigma Planning Corp
Michigan
$717K +$116K +2,324 +19%
TPW
392
Transatlantique Private Wealth
New York
$717K +$7.08K +142 +1%
CAM
393
Cresset Asset Management
Illinois
$704K -$81.6K -1,832 -10%
API
394
Advisor Partners II
California
$704K -$2.44K -49 -0.3%
TA
395
TFG Advisers
Michigan
$703K +$139K +2,793 +25%
AFM
396
Abbot Financial Management
Massachusetts
$700K -$89.7K -1,800 -11%
WFS
397
Widmann Financial Services
Maryland
$691K +$15.2K +305 +2%
NMERB
398
New Mexico Educational Retirement Board
New Mexico
$690K -$49.9K -1,000 -7%
BCA
399
Bay Colony Advisors
Massachusetts
$682K -$19.5K -392 -3%
CAG
400
Csenge Advisory Group
Florida
$666K +$241K +4,825 +57%
14 15
16
17 18