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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
TWC
501
TD Waterhouse Canada
Ontario, Canada
$298K +$31.4K +622 +11%
GT
502
Greenleaf Trust
Michigan
$295K +$9.34K +185 +3%
JWCA
503
J.W. Cole Advisors
Florida
$291K +$5.91K +117 +2%
NFSG
504
Newbridge Financial Services Group
Florida
$291K +$261K +5,168 +354%
MCCP
505
Mission Creek Capital Partners
California
$289K -$2.27K -45 -0.7%
WAM
506
Wakefield Asset Management
Colorado
$288K -$29.2K -578 -8%
EGA
507
E&G Advisors
Texas
$286K
BPC
508
Banque Pictet & Cie
Switzerland
$286K
PNAA
509
Pictet North America Advisors
Switzerland
$286K
AGA
510
Accuvest Global Advisors
Utah
$285K
GAM
511
Griffin Asset Management
New York
$283K +$3.13K +62 +1%
HVIA
512
Hudson Valley Investment Advisors
New York
$281K
SEP
513
Southland Equity Partners
Missouri
$280K +$10.9K +215 +3%
OC
514
Oppenheimer & Co
New York
$280K -$463K -9,164 -59%
GRP
515
Global Retirement Partners
California
$280K -$60.1K -1,191 -18%
GT
516
Glenmede Trust
Pennsylvania
$280K +$42.8K +847 +15%
OSAM
517
O'Shaughnessy Asset Management
Connecticut
$279K +$96.8K +1,917 +43%
XT
518
XTX Topco
Cayman Islands
$278K +$319K +6,318 New
ASC
519
Atalanta Sosnoff Capital
New York
$274K +$2.78K +55 +0.9%
HWAM
520
Hennion & Walsh Asset Management
New Jersey
$273K +$313K +6,203 New
MM
521
MQS Management
New York
$269K +$309K +6,117 New
OCPWS
522
One Charles Private Wealth Services
Massachusetts
$268K -$16.6K -328 -5%
PPP
523
Private Portfolio Partners
New Jersey
$267K +$18.2K +361 +6%
GAG
524
GM Advisory Group
New York
$266K -$2.73K -54 -0.9%
KACA
525
Kayne Anderson Capital Advisors
California
$264K

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.