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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 %
AAM
501
Augustine Asset Management
Florida
$357K -$4.84K -97 -1%
HVIA
502
Hudson Valley Investment Advisors
New York
$356K +$37.1K +745 +12%
SWM
503
SFG Wealth Management
Maryland
$352K -$49.7K -997 -12%
GKWIM
504
Gerber Kawasaki Wealth & Investment Management
California
$350K – – –
CII
505
Capital International Inc
California
$349K +$349K +7,003 New
TWC
506
TD Waterhouse Canada
Ontario, Canada
$348K +$23.2K +465 +7%
IRC
507
Investors Research Corp
Georgia
$347K – – –
UWPG
508
Ullmann Wealth Partners Group
Florida
$344K +$4.74K +95 +1%
SSWM
509
Sheets Smith Wealth Management
North Carolina
$344K -$33.6K -675 -9%
VI
510
Vestcor Inc
New Brunswick, Canada
$344K +$2.5K +50 +0.7%
KWM
511
Kingsview Wealth Management
Oregon
$342K +$71.7K +1,438 +27%
Wolverine Trading
512
Wolverine Trading
Illinois
$337K -$1.05M -21,035 -76%
JWCA
513
J.W. Cole Advisors
Florida
$334K +$3.59K +72 +1%
OCBCO
514
Oversea-Chinese Banking Corp (OCBC)
Singapore
$333K +$333K +6,683 New
VAS
515
Vestmark Advisory Solutions
Massachusetts
$332K -$63.3K -1,269 -16%
SWM
516
SeaCrest Wealth Management
New York
$332K -$17K -341 -5%
KFA
517
Kapstone Financial Advisors
Ohio
$328K +$328K +5,788 New
GRP
518
Global Retirement Partners
California
$327K +$48.7K +976 +17%
DTL
519
Dynamic Technology Lab
Singapore
$325K +$325K +6,525 New
IC
520
IEQ Capital
California
$324K -$49.2K -986 -13%
BPC
521
Banque Pictet & Cie
Switzerland
$324K – – –
EGA
522
E&G Advisors
Texas
$324K – – –
PNAA
523
Pictet North America Advisors
Switzerland
$324K – – –
XT
524
XTX Topco
Cayman Islands
$324K +$8.87K +178 +3%
OSAM
525
O'Shaughnessy Asset Management
Connecticut
$323K +$7.18K +144 +2%
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