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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
1
Pictet Asset Management (Switzerland)
Switzerland
$94.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$224M
3
BTCPP
3
Border to Coast Pensions Partnership
United Kingdom
$57.8M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$40.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$59.3M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.6B
2
Invesco
2
Invesco
Georgia
$113M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$854K
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$21.4M
5
American Century Companies
5
American Century Companies
Missouri
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
551
Flagship Harbor Advisors
Massachusetts
$267K +$2.61K +47 +1%
Koshinski Asset Management
552
Koshinski Asset Management
Illinois
$266K -$694K -12,533 -72%
LMKC
553
L.M. Kohn & Company
Ohio
$265K +$265K +4,775 New
IAN
554
Integrated Advisors Network
Texas
$264K -$3.5M -63,264 -93%
IA
555
IndexIQ Advisors
New York
$264K -$2.33K -42 -0.9%
Cohen & Steers
556
Cohen & Steers
New York
$263K -$88.5K -1,597 -25%
CI Investments Inc
557
CI Investments Inc
Ontario, Canada
$263K – – –
WHC
558
Wulff, Hansen & Co
California
$262K – – –
BJL
559
Brighton Jones LLC
Washington
$261K -$277 -5 -0.1%
NFG
560
Nations Financial Group
Iowa
$260K -$27.6K -499 -10%
EI
561
EDMP Inc
Florida
$260K – – –
TFA
562
Toth Financial Advisory
Virginia
$258K -$25.5K -459 -9%
CCP
563
Corient Capital Partners
California
$258K +$258K +4,664 New
BBHC
564
Brown Brothers Harriman & Co
New York
$257K -$1.33K -24 -0.5%
OSAM
565
O'Shaughnessy Asset Management
Connecticut
$256K +$256K +4,612 New
MGP
566
Metis Global Partners
California
$255K +$255K +4,587 New
IAIM
567
International Assets Investment Management
Florida
$251K -$9.9K -179 -4%
WG
568
Welch Group
Alabama
$251K +$251K +4,531 New
IRF
569
IBM Retirement Fund
New York
$250K -$14.8K -266 -6%
LWAC
570
Laurel Wealth Advisors (California)
California
$250K -$7.7K -139 -3%
BFS
571
Bradley Foster & Sargent
Connecticut
$250K – – –
LW
572
Linscomb Wealth
Texas
$247K -$86.7K -1,564 -26%
XF
573
XML Financial
Maryland
$247K -$44.4K -803 -15%
APP
574
Alpha Paradigm Partners
Illinois
$246K +$246K +4,437 New
SWM
575
Selective Wealth Management
Virginia
$245K +$245K +4,425 New
21 22
23
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