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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
GAG
526
GM Advisory Group
New York
$297K -$31.7K -602 -9%
PWP
527
Principle Wealth Partners
Connecticut
$295K -$55.8K -1,060 -15%
KACA
528
Kayne Anderson Capital Advisors
California
$292K
NIMI
529
Natixis Investment Managers International
France
$291K +$36.2K +687 +13%
CGA
530
Crescent Grove Advisors
Illinois
$291K +$314K +5,975 New
TWC
531
TD Waterhouse Canada
Ontario, Canada
$291K +$36.8K +700 +14%
AMBIA
532
Allen Mooney & Barnes Investment Advisors
Georgia
$290K +$526 +10 +0.2%
VCA
533
Verdence Capital Advisors
Maryland
$288K +$5.95K +113 +2%
HNWAG
534
High Net Worth Advisory Group
Florida
$287K
IAN
535
Integrated Advisors Network
Texas
$284K +$56.3K +1,070 +22%
SI
536
Stephens Inc
Arkansas
$280K +$303K +5,754 New
PPP
537
Private Portfolio Partners
New Jersey
$278K -$10.5K -199 -3%
BMSSC
538
B. Metzler seel. Sohn & Co
Germany
$275K
CG
539
Colony Group
Massachusetts
$274K
FHA
540
Flagship Harbor Advisors
Massachusetts
$274K +$43K +818 +17%
ST
541
Smithfield Trust
Pennsylvania
$269K -$1.58K -30 -0.5%
GT
542
Glenmede Trust
Pennsylvania
$268K -$51.7K -982 -15%
MGIA
543
Moneta Group Investment Advisors
Missouri
$267K +$27.4K +521 +10%
KWM
544
Kingsview Wealth Management
Oregon
$266K -$20.7K -393 -7%
DMBA
545
Deseret Mutual Benefit Administrators
Utah
$265K +$64.3K +1,221 +29%
WT
546
Washington Trust
Rhode Island
$263K
CF
547
Centaurus Financial
California
$262K -$145K -2,760 -34%
MCA
548
MSH Capital Advisors
Arizona
$256K +$18.8K +357 +7%
TC
549
TwinBeech Capital
New York
$256K +$277K +5,259 New
TYCC
550
Texas Yale Capital Corp
Florida
$253K

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.