IRM icon

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 %
CG
551
Cutler Group
California
$224K -$760K -17,309 -77%
PFA
552
Pinnacle Family Advisors
Missouri
$224K -$733K -16,674 -77%
RIM
553
Redpoint Investment Management
Australia
$224K -$81.7K -1,855 -27%
AMG
554
Advisors Management Group
Wisconsin
$224K -$2.73K -62 -1%
CCA
555
Checchi Capital Advisers
California
$224K -$1.98K -45 -0.9%
NP
556
Ninepoint Partners
Ontario, Canada
$223K – – –
CT
557
Coastline Trust
Rhode Island
$220K +$220K +4,996 New
WWG
558
West Wealth Group
California
$219K – – –
GWM
559
Gitterman Wealth Management
New Jersey
$219K +$16.2K +370 +8%
CCP
560
Corient Capital Partners
California
$219K +$219K +4,504 New
PCS
561
Personal CFO Solutions
New Jersey
$216K +$308 +7 +0.1%
HCM
562
Howland Capital Management
Massachusetts
$216K +$216K +4,854 New
CG
563
Colony Group
Massachusetts
$215K -$32.5K -739 -13%
PWP
564
Perfromance Wealth Partners
Illinois
$215K – – –
MMG
565
Monetary Management Group
Missouri
$215K – – –
BCM
566
Bluefin Capital Management
New York
$211K +$211K +4,800 New
LMKC
567
L.M. Kohn & Company
Ohio
$210K – – –
WHC
568
Wulff, Hansen & Co
California
$208K – – –
BBHC
569
Brown Brothers Harriman & Co
New York
$208K – – –
SAM
570
Seelaus Asset Management
New Jersey
$207K +$207K +4,700 New
NFG
571
Nations Financial Group
Iowa
$206K -$21.9K -500 -10%
EI
572
EDMP Inc
Florida
$206K – – –
ICG
573
InterOcean Capital Group
Tennessee
$205K -$120K -2,746 -37%
FAIM
574
Financial Advocates Investment Management
Washington
$204K +$204K +18,386 New
BFM
575
Boston Financial Management
Massachusetts
$202K +$202K +4,600 New
21 22
23
24 25