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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
TFA
476
Teamwork Financial Advisors
Texas
$356K +$78K +1,544 +24%
SWM
477
SFG Wealth Management
Maryland
$354K +$151 +3 +0%
TDC
478
Thompson Davis & Co
Virginia
$352K
BSG
479
Black Swift Group
Colorado
$350K
VAS
480
Vestmark Advisory Solutions
Massachusetts
$349K +$16.6K +328 +4%
MHS
481
M Holdings Securities
Oregon
$344K -$4.29K -85 -1%
SSWM
482
Sheets Smith Wealth Management
North Carolina
$333K
RJT
483
Raymond James Trust
Florida
$331K -$2.88K -57 -0.8%
SC
484
Scotia Capital
Ontario, Canada
$329K -$284K -5,616 -43%
IC
485
IEQ Capital
California
$329K +$59.7K +1,182 +19%
AAM
486
Augustine Asset Management
Florida
$319K -$6.16K -122 -2%
TGAM
487
TBH Global Asset Management
Tennessee
$319K +$606 +12 +0.2%
NW
488
Naviter Wealth
Arkansas
$319K +$361K +7,153 New
ASFA
489
All Season Financial Advisors
Colorado
$317K +$14.6K +289 +4%
V
490
Veritable
Delaware
$312K +$20.7K +410 +6%
GKWIM
491
Gerber Kawasaki Wealth & Investment Management
California
$309K
IWM
492
IHT Wealth Management
Illinois
$309K +$147K +2,914 +71%
SWM
493
SeaCrest Wealth Management
New York
$308K -$37.8K -749 -10%
IRC
494
Investors Research Corp
Georgia
$306K
TAIM
495
TD Ameritrade Investment Management
Nebraska
$305K -$84.4K -1,671 -19%
BBVA
496
Banco Bilbao Vizcaya Argentaria
Spain
$305K -$5.3K -105 -1%
IAN
497
Integrated Advisors Network
Texas
$304K +$54.6K +1,081 +19%
VI
498
Vestcor Inc
New Brunswick, Canada
$301K -$1.52M -30,174 -82%
Brown Advisory
499
Brown Advisory
Maryland
$301K +$15.9K +315 +5%
UWPG
500
Ullmann Wealth Partners Group
Florida
$300K +$7.42K +147 +2%

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.