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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 %
GRP
501
Global Retirement Partners
California
$353K +$353K +6,892 New
ASC
502
Atalanta Sosnoff Capital
New York
$351K -$8.75M -157,929 -96%
GAM
503
Griffin Asset Management
New York
$351K -$1.36M -24,479 -79%
V
504
Veritable
Delaware
$350K +$25.9K +466 +8%
SS
505
Simplicity Solutions
Minnesota
$348K -$270K -4,870 -44%
Wellington Management Group
506
Wellington Management Group
Massachusetts
$341K +$25.6K +462 +8%
ED
507
Exane Derivatives
France
$339K +$187K +3,369 +122%
Brown Advisory
508
Brown Advisory
Maryland
$333K +$111K +2,000 +50%
LNWTC
509
Laird Norton Wetherby Trust Company
Washington
$332K -$4.98K -90 -1%
MAM
510
Morse Asset Management
Connecticut
$332K +$55.3K +1,000 +20%
KACA
511
Kayne Anderson Capital Advisors
California
$332K +$332K +6,000 New
SEP
512
Southland Equity Partners
Missouri
$331K +$16.4K +296 +5%
IC
513
IEQ Capital
California
$330K +$35.3K +637 +12%
AMBIA
514
Allen Mooney & Barnes Investment Advisors
Georgia
$330K +$330K +5,953 New
PPP
515
Private Portfolio Partners
New Jersey
$327K +$61.9K +1,117 +23%
HNWAG
516
High Net Worth Advisory Group
Florida
$327K – – –
ARC
517
Advisor Resource Council
Texas
$325K -$258K -4,644 -44%
KWM
518
Kingsview Wealth Management
Oregon
$325K -$6.93K -125 -2%
VCA
519
Verdence Capital Advisors
Maryland
$321K +$775 +14 +0.2%
BFA
520
Beaumont Financial Advisors
Massachusetts
$315K +$204K +3,683 +185%
SFI
521
Susquehanna Fundamental Investments
Pennsylvania
$313K -$17.9M -322,340 -98%
BMSSC
522
B. Metzler seel. Sohn & Co
Germany
$313K -$177K -3,200 -36%
BA
523
Bristlecone Advisors
Washington
$313K – – –
GT
524
Greenleaf Trust
Michigan
$313K +$11.9K +215 +4%
BAM
525
Blueshift Asset Management
New Jersey
$312K -$884K -15,949 -74%
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