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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
AUB
451
Atlantic Union Bankshares
Virginia
$484K
KRSITF
452
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$483K +$72.6K +1,380 +16%
DILIC
453
Dai-ichi Life Insurance Company
Japan
$477K -$11.1M -210,000 -96%
MFG
454
Merit Financial Group
Georgia
$468K +$25.3K +481 +5%
WS
455
Wedbush Securities
California
$463K -$71.8K -1,365 -13%
HBT
456
Heartland Bank & Trust
Illinois
$461K +$4.53K +86 +0.9%
DY
457
Dowling & Yahnke
California
$453K
MAM
458
Morse Asset Management
Connecticut
$446K +$166K +3,150 +53%
HA
459
Herold Advisors
New York
$445K
FDCDDQ
460
Federation des caisses Desjardins du Quebec
Quebec, Canada
$444K
RWA
461
Redhawk Wealth Advisors
Minnesota
$443K -$92.9K -1,765 -16%
ACA
462
Atlas Capital Advisors
Wyoming
$443K +$52.4K +995 +12%
S
463
Seeyond
France
$436K +$33K +627 +8%
SS
464
Simplicity Solutions
Minnesota
$432K +$137K +2,604 +41%
ECM
465
Estabrook Capital Management
New York
$424K -$2.26K -43 -0.5%
VCP
466
Verus Capital Partners
Arizona
$421K -$358K -6,806 -64%
TAIM
467
TD Ameritrade Investment Management
Nebraska
$419K -$136K -2,575 -23%
CAG
468
Csenge Advisory Group
Florida
$416K +$83.4K +1,585 +23%
APC
469
Aspire Private Capital
North Carolina
$414K +$21.9K +416 +5%
MLL
470
Moody Lynn & Lieberson
Massachusetts
$413K -$1.02M -19,394 -70%
PCM
471
Penserra Capital Management
California
$411K -$323K -6,142 -42%
HHRDM
472
H&H Retirement Design & Management
Nevada
$406K +$5.16K +98 +1%
SPIA
473
Steward Partners Investment Advisory
New York
$406K +$51.3K +974 +13%
AP
474
Atwood & Palmer
Missouri
$402K -$4.21K -80 -1%
SWM
475
SFG Wealth Management
Maryland
$392K +$158 +3 +0%

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.