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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
ICG
576
InterOcean Capital Group
Tennessee
$205K -$139K -2,746 -37%
FAIM
577
Financial Advocates Investment Management
Washington
$204K +$928K +18,386 New
BFM
578
Boston Financial Management
Massachusetts
$202K +$232K +4,600 New
CS
579
Comerica Securities
Michigan
$200K +$606 +12 +0.3%
IA
580
IFP Advisors
Florida
$194K +$31.9K +631 +14%
BFEC
581
Benjamin F. Edwards & Company
Missouri
$182K +$7.37K +146 +4%
ST
582
Smithfield Trust
Pennsylvania
$178K -$74.6K -1,477 -27%
BWL
583
Bogart Wealth LLC
Virginia
$178K +$56.5K +1,118 +38%
TFA
584
Toth Financial Advisory
Virginia
$174K -$35.3K -700 -15%
EI
585
Ellevest Inc
New York
$173K +$31.6K +625 +19%
AA
586
Addison Advisors
Vermont
$172K
FMP
587
Financial Management Professionals
Texas
$170K +$42.3K +837 +28%
SWM
588
Selective Wealth Management
Virginia
$165K -$57.5K -1,138 -23%
S
589
Surevest
California
$158K
AIP
590
Ameritas Investment Partners
Nebraska
$157K -$18.5K -367 -9%
MRCM
591
M&R Capital Management
New Jersey
$152K +$21.6K +427 +14%
RCM
592
Raleigh Capital Management
North Carolina
$151K +$6.41K +127 +4%
S
593
SignatureFD
Georgia
$150K -$29.7K -589 -15%
Carson Wealth (CWM LLC)
594
Carson Wealth (CWM LLC)
Nebraska
$149K -$9.14K -181 -5%
SWA
595
Sutton Wealth Advisors
Florida
$145K +$86.4K +1,711 +107%
PTC
596
Private Trust Company
Ohio
$139K
CYG
597
Clean Yield Group
Vermont
$132K
DGAM
598
Desjardins Global Asset Management
Quebec, Canada
$120K
BAM
599
Belpointe Asset Management
Nevada
$120K +$137K +2,720 New
WT
600
Whittier Trust
California
$119K

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.