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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
FAM
401
Formidable Asset Management
Ohio
$631K +$285K +5,418 +72%
KBC Group
402
KBC Group
Belgium
$621K
HPC
403
HM Payson & Co
Maine
$597K +$53 +1 +0%
DCM
404
Delta Capital Management
New Jersey
$595K +$36.8K +700 +6%
PMA
405
Prudent Man Advisors
Illinois
$590K -$99.4K -1,888 -13%
TPW
406
Transatlantique Private Wealth
New York
$589K +$636K +12,089 New
AIC
407
Archer Investment Corporation
Indiana
$584K
Fayez Sarofim & Co
408
Fayez Sarofim & Co
Texas
$583K -$285K -5,420 -31%
FM
409
Foster & Motley
Ohio
$582K -$10.6K -201 -2%
EOJOAM
410
E. Ohman J:or Asset Management
Sweden
$582K
Cerity Partners
411
Cerity Partners
New York
$581K -$377K -7,173 -38%
SPC
412
Sigma Planning Corp
Michigan
$580K -$36.9K -702 -6%
FFN
413
Focus Financial Network
Minnesota
$577K +$86.3K +1,639 +16%
SIA
414
Strategic Investment Advisors
Michigan
$575K +$1.21K +23 +0.2%
RPCONE
415
Retirement Planning Company of New England
Rhode Island
$570K +$13.6K +258 +2%
CIM
416
Contravisory Investment Management
Massachusetts
$569K -$16.6K -315 -3%
NMIMC
417
Northwestern Mutual Investment Management Company
Wisconsin
$565K +$5K +95 +0.8%
AIA
418
Armor Investment Advisors
North Carolina
$564K -$6.47K -123 -1%
PAM
419
Pegasus Asset Management
New York
$560K
WSC
420
Wellington Shields & Co
New York
$559K +$21.1K +400 +4%
HAG
421
HighPoint Advisor Group
Illinois
$556K +$600K +11,395 New
LNC
422
Lincoln National Corp
Pennsylvania
$553K +$4.95K +94 +0.8%
BOTW
423
Bank of the West
California
$552K -$105K -2,000 -15%
OWA
424
Outlook Wealth Advisors
Texas
$551K +$9.89K +188 +2%
APG Asset Management
425
APG Asset Management
Netherlands
$550K -$337K -6,400 -35%

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.