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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 %
NFSG
501
Newbridge Financial Services Group
Florida
$291K +$227K +5,168 +354%
MCCP
502
Mission Creek Capital Partners
California
$289K -$1.98K -45 -0.7%
WAM
503
Wakefield Asset Management
Colorado
$288K -$25.4K -578 -8%
EGA
504
E&G Advisors
Texas
$286K – – –
BPC
505
Banque Pictet & Cie
Switzerland
$286K – – –
PNAA
506
Pictet North America Advisors
Switzerland
$286K – – –
AGA
507
Accuvest Global Advisors
Utah
$285K – – –
GAM
508
Griffin Asset Management
New York
$283K +$2.72K +62 +1%
HVIA
509
Hudson Valley Investment Advisors
New York
$281K – – –
SEP
510
Southland Equity Partners
Missouri
$280K +$9.45K +215 +3%
OC
511
Oppenheimer & Co
New York
$280K -$404K -9,164 -59%
GRP
512
Global Retirement Partners
California
$280K -$59.7K -1,191 -18%
GT
513
Glenmede Trust
Pennsylvania
$280K +$37.2K +847 +15%
OSAM
514
O'Shaughnessy Asset Management
Connecticut
$279K +$84.3K +1,917 +43%
XT
515
XTX Topco
Cayman Islands
$278K +$278K +6,318 New
ASC
516
Atalanta Sosnoff Capital
New York
$274K +$2.42K +55 +0.9%
HWAM
517
Hennion & Walsh Asset Management
New Jersey
$273K +$273K +6,203 New
MM
518
MQS Management
New York
$269K +$269K +6,117 New
OCPWS
519
One Charles Private Wealth Services
Massachusetts
$268K -$14.4K -328 -5%
PPP
520
Private Portfolio Partners
New Jersey
$267K +$15.9K +361 +6%
GAG
521
GM Advisory Group
New York
$266K -$2.37K -54 -0.9%
KACA
522
Kayne Anderson Capital Advisors
California
$264K – – –
AMBIA
523
Allen Mooney & Barnes Investment Advisors
Georgia
$263K +$440 +10 +0.2%
DT
524
Diversified Trust
Tennessee
$261K -$208K -4,734 -44%
VCA
525
Verdence Capital Advisors
Maryland
$261K +$573 +13 +0.2%
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