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Iron Mountain
IRM

Overview Fund Activity

738 hedge funds and large institutions have $9.96B invested in Iron Mountain in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 288 increasing their positions, 253 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
-23
Holders Change %
-3.02%
% of All Funds
12.76%
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
288
Reduced
253
Closed
72
Calls
$151M
Puts
$42.1M
Net Calls
+$109M
Net Calls Change
+$71.2M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$98.2M
2
Invesco
Invesco
Georgia
+$82.4M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$51.2M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$38.1M
5
AII
AGF Investments Inc
Ontario, Canada
+$38.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$186M
2
LSV Asset Management
LSV Asset Management
Illinois
-$36.5M
3
Norges Bank
Norges Bank
Norway
-$27.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$22.1M
5
Millennium Management
Millennium Management
New York
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSG
476
Black Swift Group
Colorado
$350K – – –
VAS
477
Vestmark Advisory Solutions
Massachusetts
$349K +$14.4K +328 +4%
MHS
478
M Holdings Securities
Oregon
$344K -$3.74K -85 -1%
SSWM
479
Sheets Smith Wealth Management
North Carolina
$333K – – –
RJT
480
Raymond James Trust
Florida
$331K -$2.51K -57 -0.8%
SC
481
Scotia Capital
Ontario, Canada
$329K -$247K -5,616 -43%
IC
482
IEQ Capital
California
$329K +$51.9K +1,182 +19%
AAM
483
Augustine Asset Management
Florida
$319K -$5.36K -122 -2%
TGAM
484
TBH Global Asset Management
Tennessee
$319K +$528 +12 +0.2%
NW
485
Naviter Wealth
Arkansas
$319K +$319K +7,153 New
ASFA
486
All Season Financial Advisors
Colorado
$317K +$12.7K +289 +4%
V
487
Veritable
Delaware
$312K +$18K +410 +6%
GKWIM
488
Gerber Kawasaki Wealth & Investment Management
California
$309K – – –
IWM
489
IHT Wealth Management
Illinois
$309K +$128K +2,914 +71%
SWM
490
SeaCrest Wealth Management
New York
$308K -$32.9K -749 -10%
IRC
491
Investors Research Corp
Georgia
$306K – – –
TAIM
492
TD Ameritrade Investment Management
Nebraska
$305K -$73.5K -1,671 -19%
BBVA
493
Banco Bilbao Vizcaya Argentaria
Spain
$305K -$4.62K -105 -1%
IAN
494
Integrated Advisors Network
Texas
$304K +$47.5K +1,081 +19%
VI
495
Vestcor Inc
New Brunswick, Canada
$301K -$1.33M -30,174 -82%
Brown Advisory
496
Brown Advisory
Maryland
$301K +$13.9K +315 +5%
UWPG
497
Ullmann Wealth Partners Group
Florida
$300K +$6.47K +147 +2%
TWC
498
TD Waterhouse Canada
Ontario, Canada
$298K +$28.5K +622 +11%
GT
499
Greenleaf Trust
Michigan
$295K +$8.13K +185 +3%
JWCA
500
J.W. Cole Advisors
Florida
$291K +$5.14K +117 +2%
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