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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
AMBIA
526
Allen Mooney & Barnes Investment Advisors
Georgia
$263K +$505 +10 +0.2%
DT
527
Diversified Trust
Tennessee
$261K -$239K -4,734 -44%
VCA
528
Verdence Capital Advisors
Maryland
$261K +$656 +13 +0.2%
HNWAG
529
High Net Worth Advisory Group
Florida
$259K
APA
530
American Portfolios Advisors
New York
$256K -$20.9K -414 -7%
EVM
531
Evelyn V. Moreno
$254K +$59.4K +1,176 +26%
FHA
532
Flagship Harbor Advisors
Massachusetts
$253K +$5.86K +116 +2%
ISWM
533
Independent Solutions Wealth Management
New York
$253K +$290K +5,745 New
PA
534
Profund Advisors
Maryland
$252K -$37.8K -749 -12%
Bessemer Group
535
Bessemer Group
New Jersey
$251K -$90.3K -1,789 -24%
BMSSC
536
B. Metzler seel. Sohn & Co
Germany
$248K
CF
537
Centaurus Financial
California
$247K +$11.6K +230 +4%
Koshinski Asset Management
538
Koshinski Asset Management
Illinois
$247K +$40.9K +810 +17%
SS
539
Sunbelt Securities
Texas
$244K +$280K +5,550 New
NW
540
NewEdge Wealth
Pennsylvania
$243K +$279K +5,533 New
ACM
541
Advisors Capital Management
New Jersey
$239K -$4.85K -96 -2%
KWM
542
Kingsview Wealth Management
Oregon
$238K -$2.12K -42 -0.8%
DMBA
543
Deseret Mutual Benefit Administrators
Utah
$238K -$1.56K -31 -0.6%
WT
544
Washington Trust
Rhode Island
$237K
AWM
545
Apollon Wealth Management
South Carolina
$234K +$39K +773 +17%
MCA
546
MSH Capital Advisors
Arizona
$233K +$1.62K +32 +0.6%
MS
547
Maven Securities
Jersey
$230K +$265K +5,241 New
GLA
548
Great Lakes Advisors
Illinois
$229K -$290K -5,742 -52%
TYCC
549
Texas Yale Capital Corp
Florida
$229K
SCM
550
Stevens Capital Management
Pennsylvania
$229K +$263K +5,208 New

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.