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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 %
SPC
401
Sigma Planning Corp
Michigan
$531K +$7.22K +164 +1%
AIC
402
Archer Investment Corporation
Indiana
$528K – – –
Fayez Sarofim & Co
403
Fayez Sarofim & Co
Texas
$526K – – –
EOJOAM
404
E. Ohman J:or Asset Management
Sweden
$526K – – –
MC
405
Mathes Company
New York
$525K -$83.5K -1,900 -14%
CIM
406
Chiron Investment Management
New York
$524K +$524K +11,908 New
SIA
407
Strategic Investment Advisors
Michigan
$523K +$4.04K +92 +0.8%
RPCONE
408
Retirement Planning Company of New England
Rhode Island
$522K +$7.47K +170 +1%
CSPIA
409
Cary Street Partners Investment Advisory
Virginia
$516K +$67.7K +1,538 +15%
LNWWM
410
Laird Norton Wetherby Wealth Management
California
$513K -$171K -3,880 -25%
APG Asset Management
411
APG Asset Management
Netherlands
$512K -$18K -400 -3%
DCM
412
Delta Capital Management
New Jersey
$506K -$30.8K -700 -6%
BCM
413
BTC Capital Management
Iowa
$506K +$23K +523 +5%
WSC
414
Wellington Shields & Co
New York
$505K – – –
CIM
415
Contravisory Investment Management
Massachusetts
$501K -$13K -296 -3%
BOTW
416
Bank of the West
California
$499K – – –
OWA
417
Outlook Wealth Advisors
Texas
$499K +$1.23K +28 +0.2%
TA
418
TFG Advisers
Michigan
$498K +$220K +4,995 +79%
MLL
419
Moody Lynn & Lieberson
Massachusetts
$496K +$122K +2,783 +33%
Tudor Investment Corp
420
Tudor Investment Corp
Connecticut
$491K +$491K +11,163 New
CFGS
421
Concourse Financial Group Securities
Alabama
$490K +$6.91K +155 +1%
B
422
Bailard
California
$489K +$37.7K +858 +8%
PAM
423
Pegasus Asset Management
New York
$486K -$19.1K -435 -4%
Cerity Partners
424
Cerity Partners
New York
$477K -$48.1K -1,092 -9%
HAIM
425
Hunter Associates Investment Management
Pennsylvania
$477K – – –
15 16
17
18 19