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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 %
HNWAG
526
High Net Worth Advisory Group
Florida
$259K – – –
APA
527
American Portfolios Advisors
New York
$256K -$18.2K -414 -7%
EVM
528
Evelyn V. Moreno
$254K +$51.7K +1,176 +26%
FHA
529
Flagship Harbor Advisors
Massachusetts
$253K +$5.11K +116 +2%
ISWM
530
Independent Solutions Wealth Management
New York
$253K +$253K +5,745 New
PA
531
Profund Advisors
Maryland
$252K -$33K -749 -12%
Bessemer Group
532
Bessemer Group
New Jersey
$251K -$78.5K -1,789 -24%
BMSSC
533
B. Metzler seel. Sohn & Co
Germany
$248K – – –
CF
534
Centaurus Financial
California
$247K +$10.1K +230 +4%
Koshinski Asset Management
535
Koshinski Asset Management
Illinois
$247K +$35.6K +810 +17%
SS
536
Sunbelt Securities
Texas
$244K +$244K +5,550 New
NW
537
NewEdge Wealth
Pennsylvania
$243K +$243K +5,533 New
ACM
538
Advisors Capital Management
New Jersey
$239K -$4.94K -96 -2%
KWM
539
Kingsview Wealth Management
Oregon
$238K -$1.84K -42 -0.8%
DMBA
540
Deseret Mutual Benefit Administrators
Utah
$238K -$1.36K -31 -0.6%
WT
541
Washington Trust
Rhode Island
$237K – – –
AWM
542
Apollon Wealth Management
South Carolina
$234K +$34K +773 +17%
MCA
543
MSH Capital Advisors
Arizona
$233K +$1.41K +32 +0.6%
MS
544
Maven Securities
Jersey
$230K +$230K +5,241 New
GLA
545
Great Lakes Advisors
Illinois
$229K -$252K -5,742 -52%
TYCC
546
Texas Yale Capital Corp
Florida
$229K – – –
SCM
547
Stevens Capital Management
Pennsylvania
$229K +$229K +5,208 New
ESB
548
Essex Savings Bank
Connecticut
$227K – – –
Verition Fund Management
549
Verition Fund Management
Connecticut
$227K +$227K +5,154 New
CA
550
Cullinan Associates
Kentucky
$225K – – –
20 21
22
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