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Iron Mountain
IRM

Overview Fund Activity

772 hedge funds and large institutions have $12.4B invested in Iron Mountain in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 296 increasing their positions, 268 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+23
Holders Change %
+3.07%
% of All Funds
12.22%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
89
Increased
296
Reduced
268
Closed
55
Calls
$146M
Puts
$117M
Net Calls
+$28.6M
Net Calls Change
+$70.8M

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$94.6M
2
Morgan Stanley
Morgan Stanley
New York
$224M
3
BTCPP
Border to Coast Pensions Partnership
United Kingdom
$57.8M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$40.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$59.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.6B
2
Invesco
Invesco
Georgia
$113M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$854K
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$21.4M
5
American Century Companies
American Century Companies
Missouri
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
451
Seeyond
France
$462K +$113K +2,039 +32%
HHRDM
452
H&H Retirement Design & Management
Nevada
$460K +$4.75K +85 +1%
SG Americas Securities
453
SG Americas Securities
New York
$454K -$2.8M -50,655 -86%
CF
454
Centaurus Financial
California
$452K -$299K -5,395 -40%
TDC
455
Thompson Davis & Co
Virginia
$452K – – –
APC
456
Aspire Private Capital
North Carolina
$449K +$449K +8,097 New
ACA
457
Atlas Capital Advisors
Wyoming
$449K +$5.43K +98 +1%
SWM
458
SFG Wealth Management
Maryland
$446K -$11K -198 -2%
BHWM
459
Bar Harbor Wealth Management
New Hampshire
$446K – – –
BSG
460
Black Swift Group
Colorado
$442K +$23.6K +425 +6%
Mackenzie Financial
461
Mackenzie Financial
Ontario, Canada
$442K +$55.3K +997 +14%
Group One Trading
462
Group One Trading
Illinois
$434K +$395K +7,133 +1,016%
VAS
463
Vestmark Advisory Solutions
Massachusetts
$431K +$13.9K +250 +3%
SYBT
464
Stock Yards Bank & Trust
Kentucky
$428K – – –
TSS
465
Two Sigma Securities
New York
$428K +$156K +2,809 +57%
SSWM
466
Sheets Smith Wealth Management
North Carolina
$420K – – –
KFA
467
Krane Funds Advisors
New York
$419K -$4.94K -89 -1%
RJT
468
Raymond James Trust
Florida
$419K +$145K +2,608 +53%
FAM
469
Formidable Asset Management
Ohio
$419K +$419K +7,553 New
SW
470
SteelPeak Wealth
California
$418K +$55 +1 +0%
Schroder Investment Management Group
471
Schroder Investment Management Group
United Kingdom
$417K -$2.2M -39,632 -84%
PA
472
Profund Advisors
Maryland
$411K -$222K -4,011 -35%
CBB
473
Citizens Business Bank
California
$410K +$28.6K +516 +8%
SWM
474
SeaCrest Wealth Management
New York
$409K +$54.8K +989 +15%
SPIA
475
Steward Partners Investment Advisory
New York
$408K +$175K +3,157 +75%
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