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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
HI
426
Harbour Investments
Wisconsin
$548K +$592K +11,252 New
BCM
427
BTC Capital Management
Iowa
$535K
CFGS
428
Concourse Financial Group Securities
Alabama
$534K +$49.2K +934 +9%
GLA
429
Great Lakes Advisors
Illinois
$533K +$576K +10,952 New
HAIM
430
Hunter Associates Investment Management
Pennsylvania
$531K +$363K +6,900 +173%
VF
431
Virtu Financial
New York
$520K +$195K +3,704 +53%
DT
432
Diversified Trust
Tennessee
$520K +$562K +10,679 New
USAA
433
United Services Automobile Association
Texas
$516K +$558K +10,601 New
TPWA
434
TRUE Private Wealth Advisors
Oregon
$514K -$5.21K -99 -0.9%
VC
435
Vicus Capital
Pennsylvania
$514K +$182K +3,456 +49%
IFG
436
Independent Financial Group
California
$509K -$30.2K -573 -5%
PAS
437
Park Avenue Securities
New York
$509K +$102K +1,934 +23%
AC
438
Allstate Corporation
Illinois
$509K +$550K +10,451 New
ARC
439
Advisor Resource Council
Texas
$508K +$240K +4,561 +78%
FA
440
FDx Advisors
Illinois
$502K +$158 +3 +0%
WAP
441
Wealthcare Advisory Partners
Pennsylvania
$500K -$48.3K -917 -8%
B
442
Bailard
California
$499K +$34.3K +651 +7%
IG
443
ING Group
Netherlands
$498K -$2.11M -40,084 -80%
CSPIA
444
Cary Street Partners Investment Advisory
Virginia
$496K +$536K +10,187 New
MA
445
Montag & Associates
Georgia
$495K -$28.9K -550 -5%
DFG
446
Demars Financial Group
Washington
$492K +$21.7K +413 +4%
PT
447
Plimoth Trust
Massachusetts
$491K
CRI
448
Colonial River Investments
Virginia
$490K -$22.2K -421 -4%
RIA
449
Realta Investment Advisors
Delaware
$490K -$3.79K -72 -0.7%
Lazard Asset Management
450
Lazard Asset Management
New York
$488K -$489K -9,287 -48%

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.