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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 %
CS
576
Comerica Securities
Michigan
$200K +$536 +12 +0.3%
IA
577
IFP Advisors
Florida
$194K +$24.2K +631 +14%
BFEC
578
Benjamin F. Edwards & Company
Missouri
$182K +$6.42K +146 +4%
ST
579
Smithfield Trust
Pennsylvania
$178K -$64.9K -1,477 -27%
BWL
580
Bogart Wealth LLC
Virginia
$178K +$49.2K +1,118 +38%
TFA
581
Toth Financial Advisory
Virginia
$174K -$30.8K -700 -15%
EI
582
Ellevest Inc
New York
$173K +$27.4K +625 +19%
AA
583
Addison Advisors
Vermont
$172K – – –
FMP
584
Financial Management Professionals
Texas
$170K +$36.8K +837 +28%
SWM
585
Selective Wealth Management
Virginia
$165K -$50.1K -1,138 -23%
S
586
Surevest
California
$158K – – –
AIP
587
Ameritas Investment Partners
Nebraska
$157K -$16.1K -367 -9%
MRCM
588
M&R Capital Management
New Jersey
$152K +$18.7K +427 +14%
RCM
589
Raleigh Capital Management
North Carolina
$151K +$5.57K +127 +4%
S
590
SignatureFD
Georgia
$150K -$25.9K -589 -15%
Carson Wealth (CWM LLC)
591
Carson Wealth (CWM LLC)
Nebraska
$149K -$7.94K -181 -5%
SWA
592
Sutton Wealth Advisors
Florida
$145K +$75.2K +1,711 +107%
PTC
593
Private Trust Company
Ohio
$139K – – –
CYG
594
Clean Yield Group
Vermont
$132K – – –
DGAM
595
Desjardins Global Asset Management
Quebec, Canada
$120K – – –
BAM
596
Belpointe Asset Management
Nevada
$120K +$120K +2,720 New
WT
597
Whittier Trust
California
$119K – – –
CI Investments Inc
598
CI Investments Inc
Ontario, Canada
$112K -$5.73K -130 -5%
TFS
599
TrustCore Financial Services
Tennessee
$110K – – –
HNB
600
Huntington National Bank
Ohio
$103K – – –
22 23
24
25 26