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Iron Mountain

742 hedge funds and large institutions have $9.97B invested in Iron Mountain in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 290 increasing their positions, 255 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $151M | Put options by funds: $42.1M

14% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 255

0.99% more ownership

Funds ownership: 77.14%78.13% (+0.99%)

3% less funds holding

Funds holding: 765742 (-23)

8% less capital invested

Capital invested by funds: $10.9B → $9.97B (-$922M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

11% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 72

Holders
742
Holders Change
-23
Holders Change %
-3.01%
% of All Funds
12.78%
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
290
Reduced
255
Closed
72
Calls
$151M
Puts
$42.1M
Net Calls
+$109M
Net Calls Change
+$71.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
401
Focus Financial Network
Minnesota
$540K +$20.6K +408 +3%
HPC
402
HM Payson & Co
Maine
$539K
SPC
403
Sigma Planning Corp
Michigan
$531K +$8.28K +164 +1%
AIC
404
Archer Investment Corporation
Indiana
$528K
Fayez Sarofim & Co
405
Fayez Sarofim & Co
Texas
$526K
EOJOAM
406
E. Ohman J:or Asset Management
Sweden
$526K
MC
407
Mathes Company
New York
$525K -$95.9K -1,900 -14%
CIM
408
Chiron Investment Management
New York
$524K +$601K +11,908 New
SIA
409
Strategic Investment Advisors
Michigan
$523K +$4.65K +92 +0.8%
RPCONE
410
Retirement Planning Company of New England
Rhode Island
$522K +$8.59K +170 +1%
CSPIA
411
Cary Street Partners Investment Advisory
Virginia
$516K +$77.7K +1,538 +15%
LNWWM
412
Laird Norton Wetherby Wealth Management
California
$513K -$196K -3,880 -25%
APG Asset Management
413
APG Asset Management
Netherlands
$512K -$20.2K -400 -3%
DCM
414
Delta Capital Management
New Jersey
$506K -$35.3K -700 -6%
BCM
415
BTC Capital Management
Iowa
$506K +$26.4K +523 +5%
WSC
416
Wellington Shields & Co
New York
$505K
CIM
417
Contravisory Investment Management
Massachusetts
$501K -$14.9K -296 -3%
BOTW
418
Bank of the West
California
$499K
OWA
419
Outlook Wealth Advisors
Texas
$499K +$1.41K +28 +0.2%
TA
420
TFG Advisers
Michigan
$498K +$252K +4,995 +79%
MLL
421
Moody Lynn & Lieberson
Massachusetts
$496K +$141K +2,783 +33%
Tudor Investment Corp
422
Tudor Investment Corp
Connecticut
$491K +$564K +11,163 New
CFGS
423
Concourse Financial Group Securities
Alabama
$490K +$7.83K +155 +1%
B
424
Bailard
California
$489K +$43.3K +858 +8%
PAM
425
Pegasus Asset Management
New York
$486K -$22K -435 -4%

IRM Hedge Fund Activity: Q3 2022 in Review

742 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2022, worth a combined $9.97B — down 8.5% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of IRM and 64 opened new positions — a net loss of 8 holders — while 255 trimmed existing stakes and 290 added.

The largest buyer was Deutsche Bank, adding an estimated $113M. The largest seller was Capital World Investors, cutting an estimated $213M.

  • 742 institutional investors held Iron Mountain (IRM) as of Q3 2022, down from 765 in Q2 2022.
  • Funds reported $9.97B of Iron Mountain stock for Q3 2022, down 8.5% quarter-over-quarter.
  • 64 funds opened new Iron Mountain positions in Q3 2022 and 72 closed out, a net change of -8 holders.
  • The largest Iron Mountain buyer in Q3 2022 was Deutsche Bank, an estimated $113M added.
  • The largest Iron Mountain seller in Q3 2022 was Capital World Investors, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2022.