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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
IFG
426
Independent Financial Group
California
$484K +$27.8K +550 +5%
Cerity Partners
427
Cerity Partners
New York
$477K -$55.1K -1,092 -9%
HAIM
428
Hunter Associates Investment Management
Pennsylvania
$477K
RWA
429
Redhawk Wealth Advisors
Minnesota
$477K +$88.2K +1,747 +19%
APW
430
Atlantic Private Wealth
North Carolina
$477K +$548K +10,852 New
NMIMC
431
Northwestern Mutual Investment Management Company
Wisconsin
$475K -$41.3K -817 -7%
AIA
432
Armor Investment Advisors
North Carolina
$471K -$44.2K -875 -8%
USAA
433
United Services Automobile Association
Texas
$466K
TPWA
434
TRUE Private Wealth Advisors
Oregon
$464K +$101 +2 +0%
AIFAIM
435
American Institute for Advanced Investment Management
Arizona
$464K +$533K +10,555 New
SBH
436
Segall Bryant & Hamill
Illinois
$459K +$124K +2,454 +31%
PRC
437
Pearl River Capital
Michigan
$459K +$527K +10,445 New
KRSITF
438
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$458K +$24.7K +490 +5%
RIA
439
Realta Investment Advisors
Delaware
$457K +$23.4K +463 +5%
Assenagon Asset Management
440
Assenagon Asset Management
Luxembourg
$447K +$513K +10,167 New
PT
441
Plimoth Trust
Massachusetts
$443K
MA
442
Montag & Associates
Georgia
$441K -$7.52K -149 -1%
DFG
443
Demars Financial Group
Washington
$440K -$5.05K -100 -1%
PI
444
PEAK6 Investments
Illinois
$440K +$210K +4,155 +71%
FA
445
FDx Advisors
Illinois
$438K -$16.8K -333 -3%
RA
446
Rational Advisors
New York
$438K +$503K +9,966 New
WAP
447
Wealthcare Advisory Partners
Pennsylvania
$437K -$17.3K -343 -3%
Lazard Asset Management
448
Lazard Asset Management
New York
$436K -$6.11K -121 -1%
PAS
449
Park Avenue Securities
New York
$434K -$29.3K -581 -6%
AUB
450
Atlantic Union Bankshares
Virginia
$431K -$7.37K -146 -1%

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.