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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
TDC
476
Thompson Davis & Co
Virginia
$390K -$7.89K -150 -2%
FG
477
Fiduciary Group
Georgia
$389K
SBH
478
Segall Bryant & Hamill
Illinois
$389K +$421K +7,992 New
BSG
479
Black Swift Group
Colorado
$388K
MHS
480
M Holdings Securities
Oregon
$385K -$46K -874 -10%
SWM
481
SeaCrest Wealth Management
New York
$378K +$19.8K +377 +5%
PP
482
Prudential plc
United Kingdom
$377K +$39.8K +756 +11%
JF
483
Jump Financial
Illinois
$376K +$406K +7,720 New
VAS
484
Vestmark Advisory Solutions
Massachusetts
$370K -$8.53K -162 -2%
RJT
485
Raymond James Trust
Florida
$370K +$1.79K +34 +0.5%
SSWM
486
Sheets Smith Wealth Management
North Carolina
$369K
WCM
487
WealthBridge Capital Management
Ohio
$368K +$194K +3,682 +95%
Bessemer Group
488
Bessemer Group
New Jersey
$366K -$1.62M -30,706 -80%
DHFB
489
Dixon Hubard Feinour & Brown
Virginia
$361K +$390K +7,418 New
ICG
490
InterOcean Capital Group
Tennessee
$361K +$390K +7,419 New
AAM
491
Augustine Asset Management
Florida
$359K -$70.5K -1,339 -15%
TGAM
492
TBH Global Asset Management
Tennessee
$353K +$526 +10 +0.1%
FC
493
FCA Corp
Texas
$351K
WAM
494
Wakefield Asset Management
Colorado
$348K +$11.8K +225 +3%
EGM
495
Engineers Gate Manager
New York
$347K +$376K +7,136 New
BBVA
496
Banco Bilbao Vizcaya Argentaria
Spain
$342K -$2.64M -50,196 -88%
GKWIM
497
Gerber Kawasaki Wealth & Investment Management
California
$342K -$210 -4 -0.1%
IRC
498
Investors Research Corp
Georgia
$339K
RIM
499
Redpoint Investment Management
Australia
$338K -$4.63K -88 -1%
ASFA
500
All Season Financial Advisors
Colorado
$337K -$307K -5,831 -46%

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.