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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 %
RWA
426
Redhawk Wealth Advisors
Minnesota
$477K +$76.8K +1,747 +19%
APW
427
Atlantic Private Wealth
North Carolina
$477K +$477K +10,852 New
NMIMC
428
Northwestern Mutual Investment Management Company
Wisconsin
$475K -$35.9K -817 -7%
AIA
429
Armor Investment Advisors
North Carolina
$471K -$38.5K -875 -8%
USAA
430
United Services Automobile Association
Texas
$466K – – –
TPWA
431
TRUE Private Wealth Advisors
Oregon
$464K +$88 +2 +0%
AIFAIM
432
American Institute for Advanced Investment Management
Arizona
$464K +$464K +10,555 New
SBH
433
Segall Bryant & Hamill
Illinois
$459K +$108K +2,454 +31%
PRC
434
Pearl River Capital
Michigan
$459K +$459K +10,445 New
KRSITF
435
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$458K +$21.5K +490 +5%
RIA
436
Realta Investment Advisors
Delaware
$457K +$20.4K +463 +5%
Assenagon Asset Management
437
Assenagon Asset Management
Luxembourg
$447K +$447K +10,167 New
PT
438
Plimoth Trust
Massachusetts
$443K – – –
MA
439
Montag & Associates
Georgia
$441K -$6.64K -149 -1%
DFG
440
Demars Financial Group
Washington
$440K -$4.4K -100 -1%
PI
441
PEAK6 Investments
Illinois
$440K +$183K +4,155 +71%
FA
442
FDx Advisors
Illinois
$438K -$14.6K -333 -3%
RA
443
Rational Advisors
New York
$438K +$438K +9,966 New
WAP
444
Wealthcare Advisory Partners
Pennsylvania
$437K -$15.1K -343 -3%
Lazard Asset Management
445
Lazard Asset Management
New York
$436K -$5.32K -121 -1%
PAS
446
Park Avenue Securities
New York
$434K -$25.6K -581 -6%
AUB
447
Atlantic Union Bankshares
Virginia
$431K -$6.43K -146 -1%
DILIC
448
Dai-ichi Life Insurance Company
Japan
$431K – – –
SPIA
449
Steward Partners Investment Advisory
New York
$430K +$63.5K +1,445 +17%
FFA
450
Founders Financial Alliance
North Carolina
$427K +$427K +9,720 New
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