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Iron Mountain
IRM

Overview Fund Activity

777 hedge funds and large institutions have $11.5B invested in Iron Mountain in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 299 increasing their positions, 250 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
+39
Holders Change %
+5.28%
% of All Funds
12.54%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
93
Increased
299
Reduced
250
Closed
39
Calls
$159M
Puts
$86.1M
Net Calls
+$72.8M
Net Calls Change
-$36.2M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$351M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$45.7M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$41.5M
4
Capital World Investors
Capital World Investors
California
+$39.9M
5
Northern Trust
Northern Trust
Illinois
+$27M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$32.7M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$24.9M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$21M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$20.3M
5
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
551
NewEdge Wealth
Pennsylvania
$267K -$8.97K -180 -3%
HCM
552
Howland Capital Management
Massachusetts
$263K +$18.3K +362 +7%
NICM
553
Neo Ivy Capital Management
New York
$260K +$260K +5,220 New
PCS
554
Personal CFO Solutions
New Jersey
$260K +$15K +301 +6%
TYCC
555
Texas Yale Capital Corp
Florida
$259K – – –
CT
556
Coastline Trust
Rhode Island
$259K +$9.97K +200 +4%
TAIM
557
TD Ameritrade Investment Management
Nebraska
$259K -$86.4K -1,734 -25%
ESB
558
Essex Savings Bank
Connecticut
$258K – – –
AMG
559
Advisors Management Group
Wisconsin
$257K +$3.1K +62 +1%
PFA
560
Pinnacle Family Advisors
Missouri
$256K +$1.65K +33 +0.6%
CA
561
Cullinan Associates
Kentucky
$255K – – –
GWM
562
Geneos Wealth Management
Colorado
$255K -$494K -9,912 -66%
MAM
563
Meeder Asset Management
Ohio
$251K -$370K -7,418 -60%
NFG
564
Nations Financial Group
Iowa
$251K +$16.9K +340 +7%
DWA
565
Dorsey Wright & Associates
California
$251K +$251K +5,026 New
Bessemer Group
566
Bessemer Group
New Jersey
$250K -$34.9K -701 -12%
WWG
567
West Wealth Group
California
$249K – – –
RWPA
568
Richard W. Paul & Associates
Michigan
$245K +$245K +4,910 New
CG
569
Colony Group
Massachusetts
$244K – – –
PWP
570
Perfromance Wealth Partners
Illinois
$244K – – –
LMKC
571
L.M. Kohn & Company
Ohio
$243K +$4.99K +100 +2%
HWM
572
HB Wealth Management
Georgia
$241K +$241K +4,841 New
GWM
573
Gitterman Wealth Management
New Jersey
$240K -$8.98K -180 -4%
GLA
574
Great Lakes Advisors
Illinois
$239K -$20.6K -414 -8%
VCA
575
Verdence Capital Advisors
Maryland
$239K -$56.5K -1,133 -19%
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