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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
PI
501
PEAK6 Investments
Illinois
$333K +$308K +5,855 New
CCM
502
Coldstream Capital Management
Washington
$331K +$16.1K +306 +5%
GRP
503
Global Retirement Partners
California
$330K -$5.84K -111 -2%
V
504
Veritable
Delaware
$326K +$20.4K +387 +6%
SW
505
SteelPeak Wealth
California
$325K -$49.4K -939 -12%
UWPG
506
Ullmann Wealth Partners Group
Florida
$325K +$351K +6,666 New
CI
507
CPR Investments
Michigan
$323K -$4.16K -79 -1%
MCCP
508
Mission Creek Capital Partners
California
$322K -$6.21K -118 -2%
TFA
509
Teamwork Financial Advisors
Texas
$319K -$337K -6,411 -49%
GT
510
Greenleaf Trust
Michigan
$318K +$46.6K +885 +16%
JWCA
511
J.W. Cole Advisors
Florida
$317K -$29.7K -564 -8%
Brown Advisory
512
Brown Advisory
Maryland
$317K +$26.3K +500 +8%
EGA
513
E&G Advisors
Texas
$316K
PNAA
514
Pictet North America Advisors
Switzerland
$316K +$342K +6,500 New
PA
515
Profund Advisors
Maryland
$315K -$49.6K -943 -13%
AGA
516
Accuvest Global Advisors
Utah
$315K
HVIA
517
Hudson Valley Investment Advisors
New York
$312K
GAM
518
Griffin Asset Management
New York
$311K +$2.79K +53 +0.8%
TA
519
TFG Advisers
Michigan
$308K +$333K +6,322 New
IC
520
IEQ Capital
California
$307K +$18.5K +351 +6%
APA
521
American Portfolios Advisors
New York
$304K -$24.8K -472 -7%
OCPWS
522
One Charles Private Wealth Services
Massachusetts
$303K +$158 +3 +0%
ASC
523
Atalanta Sosnoff Capital
New York
$301K -$8.58K -163 -3%
MC
524
Machina Capital
France
$301K +$325K +6,175 New
SEP
525
Southland Equity Partners
Missouri
$300K +$9.26K +176 +3%

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.