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Iron Mountain
IRM

Overview Fund Activity

772 hedge funds and large institutions have $12.4B invested in Iron Mountain in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 296 increasing their positions, 268 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+23
Holders Change %
+3.07%
% of All Funds
12.22%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
89
Increased
296
Reduced
268
Closed
55
Calls
$146M
Puts
$117M
Net Calls
+$28.6M
Net Calls Change
+$70.8M

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$94.6M
2
Morgan Stanley
Morgan Stanley
New York
$224M
3
BTCPP
Border to Coast Pensions Partnership
United Kingdom
$57.8M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$40.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$59.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.6B
2
Invesco
Invesco
Georgia
$113M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$854K
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$21.4M
5
American Century Companies
American Century Companies
Missouri
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TGAM
476
TBH Global Asset Management
Tennessee
$401K +$610 +11 +0.2%
FC
477
FCA Corp
Texas
$399K – – –
VC
478
Vicus Capital
Pennsylvania
$394K -$5.99K -108 -1%
PWP
479
Principle Wealth Partners
Connecticut
$394K – – –
SC
480
Scotia Capital
Ontario, Canada
$392K -$2.38K -43 -0.6%
JWCA
481
J.W. Cole Advisors
Florida
$392K +$66K +1,190 +20%
GKWIM
482
Gerber Kawasaki Wealth & Investment Management
California
$389K -$387 -7 -0.1%
RIM
483
Redpoint Investment Management
Australia
$389K – – –
PP
484
Prudential plc
United Kingdom
$387K +$387K +6,988 New
VF
485
Virtu Financial
New York
$386K +$386K +6,969 New
IRC
486
Investors Research Corp
Georgia
$385K -$140K -2,525 -27%
CAG
487
Csenge Advisory Group
Florida
$385K +$385K +6,957 New
WAM
488
Wakefield Asset Management
Colorado
$383K +$383K +6,913 New
MCCP
489
Mission Creek Capital Partners
California
$373K -$13.1K -236 -3%
CI
490
CPR Investments
Michigan
$373K +$20.3K +365 +6%
GAG
491
GM Advisory Group
New York
$372K -$6.38K -115 -2%
APA
492
American Portfolios Advisors
New York
$372K +$54.9K +990 +17%
FG
493
Fiduciary Group
Georgia
$366K – – –
GT
494
Glenmede Trust
Pennsylvania
$360K -$16.8K -304 -4%
CCM
495
Coldstream Capital Management
Washington
$360K -$7.1K -128 -2%
EGA
496
E&G Advisors
Texas
$360K – – –
AGA
497
Accuvest Global Advisors
Utah
$359K – – –
RMDI
498
R.M. Davis Inc
Maine
$356K +$356K +6,422 New
HVIA
499
Hudson Valley Investment Advisors
New York
$355K – – –
OCPWS
500
One Charles Private Wealth Services
Massachusetts
$355K +$355K +6,410 New
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