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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
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$52.8M -$1.52M -28,819 -3%
UBS AM
27
UBS AM
Illinois
$52.7M -$4.49M -85,268 -7%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$50.6M -$1.55M -29,528 -3%
Pacer Advisors
29
Pacer Advisors
Pennsylvania
$49.8M -$10M -190,426 -16%
BTCPP
30
Border to Coast Pensions Partnership
United Kingdom
$46.2M -$5.26M -100,000 -10%
Goldman Sachs
31
Goldman Sachs
New York
$46M +$2.97M +56,381 +6%
Bank of America
32
Bank of America
North Carolina
$41.7M +$1.68M +31,911 +4%
Wells Fargo
33
Wells Fargo
California
$37M -$7.36M -139,843 -16%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$36.2M -$260K -4,949 -0.7%
WF
35
Welch & Forbes
Massachusetts
$36M -$421K -7,997 -1%
Millennium Management
36
Millennium Management
New York
$35.5M +$30.5M +578,814 +385%
American Century Companies
37
American Century Companies
Missouri
$35M +$12.8M +242,787 +51%
Asset Management One
38
Asset Management One
Japan
$31.3M -$3.33M -63,202 -9%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$30M +$25.5M +485,094 +377%
UBS Group
40
UBS Group
Switzerland
$29.2M -$5.78M -109,925 -15%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$28.5M -$824K -15,662 -3%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$27.9M -$115K -2,194 -0.4%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$27.5M +$2.52M +47,854 +9%
DZ Bank
44
DZ Bank
Germany
$27.4M -$726K -13,792 -2%
CIMLRA
45
CBRE Investment Management Listed Real Assets
Pennsylvania
$26.4M -$684K -13,000 -2%
National Pension Service
46
National Pension Service
South Korea
$25.8M +$640K +12,164 +2%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$24.6M +$4.91M +93,231 +23%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$23.9M +$45.9K +873 +0.2%
Ameriprise
49
Ameriprise
Minnesota
$23.3M -$1.95M -36,991 -7%
Handelsbanken Fonder
50
Handelsbanken Fonder
Sweden
$23.2M +$1.34M +25,399 +6%

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.