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

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.6B
2
Invesco
Invesco
Georgia
$113M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$854K
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$21.4M
5
American Century Companies
American Century Companies
Missouri
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
576
ExodusPoint Capital Management
New York
$245K +$245K +4,427 New
IWC
577
Integrated Wealth Concepts
Massachusetts
$243K +$18.8K +339 +8%
CS
578
Comerica Securities
Michigan
$239K +$239K +4,285 New
BFM
579
Boothbay Fund Management
New York
$238K +$238K +4,290 New
GLA
580
Good Life Advisors
Pennsylvania
$237K -$58.8K -1,063 -20%
BCI
581
Brinker Capital Investments
Pennsylvania
$236K +$12.1K +218 +5%
CBOR
582
Community Bank of Raymore
Missouri
$235K -$11.6K -210 -5%
FCH
583
Freestone Capital Holdings
Washington
$235K -$4.7K -85 -2%
GIM
584
Guild Investment Management
California
$235K – – –
DMBA
585
Deseret Mutual Benefit Administrators
Utah
$234K +$52.2K +942 +29%
CCA
586
Checchi Capital Advisers
California
$233K +$21.1K +382 +10%
WTB
587
Washington Trust Bank
Washington
$231K -$131K -2,355 -36%
VHAM
588
Van Hulzen Asset Management
California
$230K +$230K +4,150 New
HWM
589
HB Wealth Management
Georgia
$229K +$15.7K +284 +7%
PFGIA
590
Patriot Financial Group Insurance Agency
Massachusetts
$227K -$104K -1,879 -31%
LCM
591
Laurion Capital Management
New York
$227K +$227K +4,100 New
HFM
592
Harvest Fund Management
China
$226K -$101K -1,834 -31%
AG
593
AIA Group
Hong Kong
$226K +$53.1K +957 +31%
AG
594
Ascent Group
Virginia
$224K +$224K +4,051 New
IWM
595
IHT Wealth Management
Illinois
$223K +$2.38K +43 +1%
S
596
SignatureFD
Georgia
$222K -$5.49K -99 -2%
MIM
597
Marco Investment Management
Georgia
$222K – – –
HAIM
598
Hunter Associates Investment Management
Pennsylvania
$222K – – –
MMHP
599
Murphy Middleton Hinkle & Parker
Georgia
$222K – – –
PPW
600
Pinnacle Private Wealth
Massachusetts
$220K -$11.1K -200 -5%
22 23
24
25 26