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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 %
CG
526
Colony Group
Massachusetts
$312K +$312K +5,629 New
FAIM
527
Financial Advocates Investment Management
Washington
$311K +$311K +5,617 New
MMG
528
Monetary Management Group
Missouri
$310K -$581K -10,500 -65%
ST
529
Smithfield Trust
Pennsylvania
$309K +$202K +3,635 +189%
BPA
530
Beacon Pointe Advisors
California
$301K +$301K +5,433 New
WT
531
Washington Trust
Rhode Island
$299K – – –
TW
532
TrinityPoint Wealth
Connecticut
$299K +$25.7K +465 +9%
PCS
533
Personal CFO Solutions
New Jersey
$298K +$1.66K +30 +0.6%
TWC
534
TD Waterhouse Canada
Ontario, Canada
$296K +$84.3K +1,475 +40%
VI
535
Vestcor Inc
New Brunswick, Canada
$294K -$1.72M -31,066 -85%
NIMI
536
Natixis Investment Managers International
France
$293K +$293K +5,304 New
GWM
537
Gitterman Wealth Management
New Jersey
$289K +$28.6K +515 +11%
TYCC
538
Texas Yale Capital Corp
Florida
$288K -$162K -2,925 -36%
AMG
539
Advisors Management Group
Wisconsin
$288K – – –
ESB
540
Essex Savings Bank
Connecticut
$286K – – –
CWG
541
Crown Wealth Group
North Carolina
$285K +$285K +5,150 New
CA
542
Cullinan Associates
Kentucky
$284K – – –
CI
543
Cigna Investments
Connecticut
$279K -$80.2K -1,447 -22%
C
544
Covestor
United Kingdom
$278K +$145K +2,610 +109%
WWG
545
West Wealth Group
California
$277K – – –
MGIA
546
Moneta Group Investment Advisors
Missouri
$275K +$49.5K +893 +22%
ACM
547
Advisors Capital Management
New Jersey
$274K -$150K -2,709 -35%
MCA
548
MSH Capital Advisors
Arizona
$272K +$40.3K +728 +17%
PWP
549
Perfromance Wealth Partners
Illinois
$271K – – –
QCIG
550
Quad-Cities Investment Group
Iowa
$271K +$1.22K +22 +0.5%
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