We are live on ! Find out more
IRM icon

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
NFG
551
Nations Financial Group
Iowa
$253K +$26.3K +500 +11%
ESB
552
Essex Savings Bank
Connecticut
$252K
AMG
553
Advisors Management Group
Wisconsin
$251K -$2.95K -56 -1%
CWG
554
Crown Wealth Group
North Carolina
$251K
CA
555
Cullinan Associates
Kentucky
$250K
CCA
556
Checchi Capital Advisers
California
$249K +$49K +932 +22%
NP
557
Ninepoint Partners
Ontario, Canada
$246K +$266K +5,062 New
Man Group
558
Man Group
United Kingdom
$243K
WWG
559
West Wealth Group
California
$243K
MMG
560
Monetary Management Group
Missouri
$239K -$36.8K -700 -13%
PCS
561
Personal CFO Solutions
New Jersey
$239K -$25.3K -481 -9%
QCIG
562
Quad-Cities Investment Group
Iowa
$239K +$1.05K +20 +0.4%
PWP
563
Perfromance Wealth Partners
Illinois
$238K
APP
564
Alpha Paradigm Partners
Illinois
$238K +$23.3K +443 +10%
SWM
565
Selective Wealth Management
Virginia
$238K +$24.2K +459 +10%
BJL
566
Brighton Jones LLC
Washington
$236K +$6.37K +121 +3%
BL
567
Balentine LLC
Georgia
$235K +$254K +4,820 New
Koshinski Asset Management
568
Koshinski Asset Management
Illinois
$234K
LMKC
569
L.M. Kohn & Company
Ohio
$233K
ACM
570
Advisors Capital Management
New Jersey
$231K -$10.5K -199 -4%
WHC
571
Wulff, Hansen & Co
California
$230K
BBHC
572
Brown Brothers Harriman & Co
New York
$230K +$5.21K +99 +2%
AFWM
573
AMJ Financial Wealth Management
Virginia
$229K -$251K -4,776 -50%
EI
574
EDMP Inc
Florida
$228K
TW
575
TrinityPoint Wealth
Connecticut
$227K -$38.9K -739 -14%

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.