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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.

New
Increased
Maintained
Reduced
Closed
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
Arete Wealth Advisors
Illinois
+$351M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$45.7M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$41.5M
4
Capital World Investors
Capital World Investors
California
+$39.9M
5
Northern Trust
Northern Trust
Illinois
+$27M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$32.7M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$24.9M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$21M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$20.3M
5
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
476
Estabrook Capital Management
New York
$417K -$17.1K -343 -4%
PAG
477
Private Advisor Group
New Jersey
$417K +$55K +11,457 +15%
V
478
Veritable
Delaware
$413K +$58.5K +1,173 +17%
AP
479
Atwood & Palmer
Missouri
$411K – – –
IWM
480
IHT Wealth Management
Illinois
$410K +$59.3K +1,189 +17%
ACA
481
Atlas Capital Advisors
Wyoming
$407K -$48K -962 -11%
RWA
482
Redhawk Wealth Advisors
Minnesota
$407K -$134K -2,681 -25%
TDC
483
Thompson Davis & Co
Virginia
$399K – – –
OCPWS
484
One Charles Private Wealth Services
Massachusetts
$398K +$94.6K +1,898 +31%
GT
485
Glenmede Trust
Pennsylvania
$396K +$77.7K +1,559 +24%
LNWWM
486
Laird Norton Wetherby Wealth Management
California
$395K -$187K -3,751 -32%
CPWMP
487
Cardinal Point Wealth Management Partners
California
$394K +$394K +7,800 New
CPCM
488
Cardinal Point Capital Management
Ontario, Canada
$394K +$394K +7,800 New
Brown Advisory
489
Brown Advisory
Maryland
$393K +$52K +1,043 +15%
MHS
490
M Holdings Securities
Oregon
$391K +$898 +18 +0.2%
RJT
491
Raymond James Trust
Florida
$379K +$3.05K +61 +0.8%
IAN
492
Integrated Advisors Network
Texas
$379K +$34.1K +684 +10%
AWM
493
Ameliora Wealth Management
Switzerland
$379K -$224K -4,500 -37%
GT
494
Greenleaf Trust
Michigan
$372K +$37K +742 +11%
WAP
495
Wealthcare Advisory Partners
Pennsylvania
$368K -$127K -2,548 -26%
SWM
496
Sculati Wealth Management
Michigan
$366K -$601K -12,055 -62%
TGAM
497
TBH Global Asset Management
Tennessee
$362K +$648 +13 +0.2%
BBVA
498
Banco Bilbao Vizcaya Argentaria
Spain
$362K +$16.2K +325 +5%
FG
499
Fiduciary Group
Georgia
$361K – – –
CCM
500
Coldstream Capital Management
Washington
$359K +$359K +7,192 New
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