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Iron Mountain
IRM

Overview Fund Activity

777 hedge funds and large institutions have $11.5B invested in Iron Mountain in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 299 increasing their positions, 250 reducing their positions, and 39 closing their positions.

Holders
777
Holders Change
+39
Holders Change %
+5.28%
% of All Funds
12.54%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
93
Increased
299
Reduced
250
Closed
39
Calls
$159M
Puts
$86.1M
Net Calls
+$72.8M
Net Calls Change
-$36.2M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$351M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$71.4M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$61.7M
4
Capital World Investors
4
Capital World Investors
California
$1.27B
5
Northern Trust
5
Northern Trust
Illinois
$186M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$5K
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$29M
3
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$180M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$129M
5
Handelsbanken Fonder
5
Handelsbanken Fonder
Sweden
$4.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
26
Neuberger Berman Group
New York
$55.5M -$12.7M -254,276 -19%
DekaBank Deutsche Girozentrale
27
DekaBank Deutsche Girozentrale
Germany
$50.8M +$6.94M +139,304 +16%
UBS AM
28
UBS AM
Illinois
$50.3M +$923K +18,512 +2%
Bank of America
29
Bank of America
North Carolina
$47.4M +$5.8M +116,360 +14%
AM
30
AGF Management
Ontario, Canada
$47M +$47M +943,549 New
Barclays
31
Barclays
United Kingdom
$46.5M +$17.2M +345,769 +59%
Goldman Sachs
32
Goldman Sachs
New York
$45.1M +$1.2M +24,165 +3%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$43.6M -$4.63M -92,827 -10%
American Century Companies
34
American Century Companies
Missouri
$41.6M +$11.4M +228,113 +38%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$41.5M +$8.47M +169,906 +26%
Canada Pension Plan Investment Board
36
Canada Pension Plan Investment Board
Ontario, Canada
$41M -$2.26M -45,238 -5%
UBS Group
37
UBS Group
Switzerland
$39.8M +$11.5M +230,675 +41%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$39.7M -$2M -40,039 -5%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$39.2M +$654K +13,120 +2%
WF
40
Welch & Forbes
Massachusetts
$37.4M +$603K +12,087 +2%
Pacer Advisors
41
Pacer Advisors
Pennsylvania
$36.8M -$12.5M -250,664 -25%
BTCPP
42
Border to Coast Pensions Partnership
United Kingdom
$35.2M -$1.99M -40,000 -5%
Wells Fargo
43
Wells Fargo
California
$35M +$132K +2,639 +0.4%
Asset Management One
44
Asset Management One
Japan
$34.8M +$3.33M +66,419 +11%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$34.2M +$900K +18,048 +3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$31.2M -$16.6M -332,463 -35%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$31.1M +$2.16M +43,365 +7%
Stifel Financial
48
Stifel Financial
Missouri
$29.8M +$2.31M +46,291 +8%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$29M -$24.9M -499,298 -46%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$28.8M +$548K +10,996 +2%
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