We are live on ! Find out more
IRM icon

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
DILIC
451
Dai-ichi Life Insurance Company
Japan
$431K
SPIA
452
Steward Partners Investment Advisory
New York
$430K +$73K +1,445 +17%
FFA
453
Founders Financial Alliance
North Carolina
$427K +$491K +9,720 New
WS
454
Wedbush Securities
California
$422K +$3.74K +74 +0.8%
CRI
455
Colonial River Investments
Virginia
$419K -$27K -534 -5%
BC
456
Brookfield Corp
Ontario, Canada
$418K +$480K +9,512 New
HBT
457
Heartland Bank & Trust
Illinois
$410K -$7.37K -146 -2%
MFG
458
Merit Financial Group
Georgia
$409K -$15.6K -308 -3%
MAM
459
Morse Asset Management
Connecticut
$407K +$5.05K +100 +1%
PCM
460
Penserra Capital Management
California
$407K +$40.2K +796 +9%
HA
461
Herold Advisors
New York
$402K
ACA
462
Atlas Capital Advisors
Wyoming
$402K +$1.92K +38 +0.4%
VCP
463
Verus Capital Partners
Arizona
$394K +$263K +5,206 +138%
FDCDDQ
464
Federation des caisses Desjardins du Quebec
Quebec, Canada
$393K -$10.1K -200 -2%
APC
465
Aspire Private Capital
North Carolina
$391K +$19K +376 +4%
ECM
466
Estabrook Capital Management
New York
$383K
FG
467
Fiduciary Group
Georgia
$381K
CAG
468
Csenge Advisory Group
Florida
$375K -$656 -13 -0.2%
HHRDM
469
H&H Retirement Design & Management
Nevada
$372K +$5.1K +101 +1%
PP
470
Prudential plc
United Kingdom
$369K +$32.6K +646 +8%
WCM
471
WealthBridge Capital Management
Ohio
$368K
DY
472
Dowling & Yahnke
California
$366K -$49.5K -981 -11%
AP
473
Atwood & Palmer
Missouri
$363K
GCP
474
GSA Capital Partners
United Kingdom
$362K +$416K +8,240 New
SSG
475
Summit Securities Group
New York
$361K +$277K +5,492 +203%

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.