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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 %
WS
451
Wedbush Securities
California
$422K +$3.26K +74 +0.8%
CRI
452
Colonial River Investments
Virginia
$419K -$23.5K -534 -5%
BC
453
Brookfield Corp
Ontario, Canada
$418K +$418K +9,512 New
HBT
454
Heartland Bank & Trust
Illinois
$410K -$6.41K -146 -2%
MFG
455
Merit Financial Group
Georgia
$409K -$13.5K -308 -3%
MAM
456
Morse Asset Management
Connecticut
$407K +$4.4K +100 +1%
PCM
457
Penserra Capital Management
California
$407K +$34.9K +796 +9%
HA
458
Herold Advisors
New York
$402K – – –
ACA
459
Atlas Capital Advisors
Wyoming
$402K +$1.67K +38 +0.4%
VCP
460
Verus Capital Partners
Arizona
$394K +$229K +5,206 +138%
FDCDDQ
461
Federation des caisses Desjardins du Quebec
Quebec, Canada
$393K -$8.79K -200 -2%
APC
462
Aspire Private Capital
North Carolina
$391K +$16.5K +376 +4%
ECM
463
Estabrook Capital Management
New York
$383K – – –
FG
464
Fiduciary Group
Georgia
$381K – – –
CAG
465
Csenge Advisory Group
Florida
$375K -$572 -13 -0.2%
HHRDM
466
H&H Retirement Design & Management
Nevada
$372K +$4.46K +101 +1%
PP
467
Prudential plc
United Kingdom
$369K +$28.4K +646 +8%
WCM
468
WealthBridge Capital Management
Ohio
$368K – – –
DY
469
Dowling & Yahnke
California
$366K -$43.1K -981 -11%
AP
470
Atwood & Palmer
Missouri
$363K – – –
GCP
471
GSA Capital Partners
United Kingdom
$362K +$362K +8,240 New
SSG
472
Summit Securities Group
New York
$361K +$242K +5,492 +203%
TFA
473
Teamwork Financial Advisors
Texas
$356K +$67.9K +1,544 +24%
SWM
474
SFG Wealth Management
Maryland
$354K +$132 +3 +0%
TDC
475
Thompson Davis & Co
Virginia
$352K – – –
17 18
19
20 21