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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
+$84.3M
2
Morgan Stanley
Morgan Stanley
New York
+$66.2M
3
BTCPP
Border to Coast Pensions Partnership
United Kingdom
+$57.8M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$37.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$29.2M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$211M
2
Invesco
Invesco
Georgia
-$125M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$65.4M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$40.7M
5
American Century Companies
American Century Companies
Missouri
-$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCONE
401
Retirement Planning Company of New England
Rhode Island
$634K +$18.7K +338 +3%
TI
402
Tidal Investments
Wisconsin
$634K +$634K +11,439 New
BCM
403
Bayesian Capital Management
New York
$625K +$625K +11,275 New
LNC
404
Lincoln National Corp
Pennsylvania
$624K +$47K +849 +8%
ACI
405
Alpha Cubed Investments
California
$621K – – –
WAP
406
Wealthcare Advisory Partners
Pennsylvania
$620K +$40K +722 +7%
TAIM
407
TD Ameritrade Investment Management
Nebraska
$619K +$41.3K +746 +7%
OWA
408
Outlook Wealth Advisors
Texas
$616K +$616K +11,130 New
WSC
409
Wellington Shields & Co
New York
$614K -$175K -3,155 -22%
AWA
410
Aaron Wealth Advisors
Illinois
$614K +$614K +34,021 New
OTL
411
Oak Thistle LLC
New York
$612K +$612K +11,042 New
BCM
412
BTC Capital Management
Iowa
$608K -$204K -3,690 -25%
WS
413
Wedbush Securities
California
$603K +$12.4K +223 +2%
RWA
414
Redhawk Wealth Advisors
Minnesota
$602K +$53.9K +973 +10%
KA
415
Kovack Advisors
Florida
$601K +$80.6K +1,457 +15%
MA
416
Montag & Associates
Georgia
$587K +$268K +4,828 +84%
TPWA
417
TRUE Private Wealth Advisors
Oregon
$582K -$38.8K -711 -6%
CRI
418
Colonial River Investments
Virginia
$581K -$25.1K -453 -4%
VCP
419
Verus Capital Partners
Arizona
$576K +$576K +10,567 New
FA
420
FDx Advisors
Illinois
$571K +$571K +10,301 New
FFN
421
Focus Financial Network
Minnesota
$564K +$564K +10,066 New
BCV
422
Banque Cantonale Vaudoise
Switzerland
$563K – – –
CSS
423
Cubist Systematic Strategies
Connecticut
$560K -$25.2K -455 -4%
PT
424
Plimoth Trust
Massachusetts
$558K – – –
CFGS
425
Concourse Financial Group Securities
Alabama
$554K +$42.1K +752 +8%
15 16
17
18 19