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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
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$47.6M -$135K -2,683 -0.2%
UBS AM
27
UBS AM
Illinois
$43.5M -$4.63M -91,679 -8%
Pacer Advisors
28
Pacer Advisors
Pennsylvania
$43.4M -$1.8M -35,657 -3%
N
29
Nuveen
North Carolina
$42.6M -$11.4M -226,738 -19%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$42.2M -$4.08M -80,762 -8%
AII
31
AGF Investments Inc
Ontario, Canada
$39.7M +$43.8M +867,139 +2,454%
Goldman Sachs
32
Goldman Sachs
New York
$38.7M -$3.24M -64,158 -7%
DekaBank Deutsche Girozentrale
33
DekaBank Deutsche Girozentrale
Germany
$38.4M +$39.2M +776,302 +744%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$38.1M +$43.8M +867,580 +8,675,800%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$36.7M +$39.5M +781,609 +1,442%
Bank of America
36
Bank of America
North Carolina
$36.7M -$1.14M -22,574 -3%
JMPWA
37
JP Morgan Private Wealth Advisors
California
$34M +$1.49M +29,458 +4%
BTCPP
38
Border to Coast Pensions Partnership
United Kingdom
$32.8M -$10.1M -200,000 -21%
WF
39
Welch & Forbes
Massachusetts
$32.5M -$50K -991 -0.1%
Wells Fargo
40
Wells Fargo
California
$30.8M -$3.03M -60,014 -8%
Cohen & Steers
41
Cohen & Steers
New York
$30.5M +$35M +693,499 +430,745%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$29.4M +$4.13M +81,875 +14%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$29.1M +$32.3M +640,434 +2,874%
Asset Management One
44
Asset Management One
Japan
$27.6M -$760K -15,058 -2%
American Century Companies
45
American Century Companies
Missouri
$26.7M -$5.61M -111,020 -15%
Barclays
46
Barclays
United Kingdom
$25.8M +$7.05M +139,514 +31%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$25.5M +$782K +15,482 +3%
UBS Group
48
UBS Group
Switzerland
$25M -$1.64M -32,566 -5%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$24.9M -$314K -6,219 -1%
Stifel Financial
50
Stifel Financial
Missouri
$24.2M +$5.28M +104,550 +23%

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.