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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
ESB
551
Essex Savings Bank
Connecticut
$227K
Verition Fund Management
552
Verition Fund Management
Connecticut
$227K +$260K +5,154 New
CA
553
Cullinan Associates
Kentucky
$225K
CG
554
Cutler Group
California
$224K -$874K -17,309 -77%
PFA
555
Pinnacle Family Advisors
Missouri
$224K -$842K -16,674 -77%
RIM
556
Redpoint Investment Management
Australia
$224K -$93.7K -1,855 -27%
AMG
557
Advisors Management Group
Wisconsin
$224K -$3.13K -62 -1%
CCA
558
Checchi Capital Advisers
California
$224K -$2.27K -45 -0.9%
NP
559
Ninepoint Partners
Ontario, Canada
$223K
CT
560
Coastline Trust
Rhode Island
$220K +$252K +4,996 New
WWG
561
West Wealth Group
California
$219K
GWM
562
Gitterman Wealth Management
New Jersey
$219K +$18.7K +370 +8%
CCP
563
Corient Capital Partners
California
$219K +$227K +4,504 New
PCS
564
Personal CFO Solutions
New Jersey
$216K +$353 +7 +0.1%
HCM
565
Howland Capital Management
Massachusetts
$216K +$245K +4,854 New
CG
566
Colony Group
Massachusetts
$215K -$37.3K -739 -13%
MMG
567
Monetary Management Group
Missouri
$215K
PWP
568
Perfromance Wealth Partners
Illinois
$215K
BCM
569
Bluefin Capital Management
New York
$211K +$242K +4,800 New
LMKC
570
L.M. Kohn & Company
Ohio
$210K
BBHC
571
Brown Brothers Harriman & Co
New York
$208K
WHC
572
Wulff, Hansen & Co
California
$208K
SAM
573
Seelaus Asset Management
New Jersey
$207K +$237K +4,700 New
NFG
574
Nations Financial Group
Iowa
$206K -$25.2K -500 -10%
EI
575
EDMP Inc
Florida
$206K

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.