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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
1
Pictet Asset Management (Switzerland)
Switzerland
$94.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$224M
3
BTCPP
3
Border to Coast Pensions Partnership
United Kingdom
$57.8M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$40.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$59.3M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.6B
2
Invesco
2
Invesco
Georgia
$113M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$854K
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$21.4M
5
American Century Companies
5
American Century Companies
Missouri
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
601
Ameritas Investment Partners
Nebraska
$219K – – –
PNC
602
Park National Corp
Ohio
$216K – – –
AWM
603
Aevitas Wealth Management
Massachusetts
$216K +$832 +15 +0.4%
AA
604
Addison Advisors
Vermont
$216K +$67.3K +1,216 +45%
WCM
605
WealthBridge Capital Management
Ohio
$215K +$215K +3,874 New
BFEC
606
Benjamin F. Edwards & Company
Missouri
$214K +$998 +18 +0.5%
CT
607
Coastline Trust
Rhode Island
$211K +$211K +3,821 New
HF
608
HRT Financial
New York
$210K +$210K +3,806 New
AWM
609
Apollon Wealth Management
South Carolina
$206K +$206K +3,714 New
AA
610
Aire Advisors
California
$206K +$206K +3,719 New
XWM
611
Xcel Wealth Management
Florida
$206K +$206K +3,725 New
FTDI
612
First Trust Direct Indexing
Massachusetts
$206K +$206K +3,725 New
SAM
613
Seelaus Asset Management
New Jersey
$205K -$13.9K -250 -6%
GG
614
Gofen & Glossberg
Illinois
$205K +$205K +3,691 New
AA
615
Apriem Advisors
California
$205K +$205K +3,700 New
IF
616
IRON Financial
Illinois
$204K -$429K -7,733 -68%
SSG
617
Summit Securities Group
New York
$201K -$184K -3,311 -48%
S
618
Surevest
California
$199K – – –
Carson Wealth (CWM LLC)
619
Carson Wealth (CWM LLC)
Nebraska
$181K +$34.7K +624 +24%
MCC
620
Money Concepts Capital
Florida
$178K +$178K +3,214 New
IA
621
IFP Advisors
Florida
$172K +$24.1K +621 +16%
CYG
622
Clean Yield Group
Vermont
$166K – – –
BWL
623
Bogart Wealth LLC
Virginia
$162K +$55.5K +1,004 +52%
RCM
624
Raleigh Capital Management
North Carolina
$162K +$140K +2,517 +629%
MRCM
625
M&R Capital Management
New Jersey
$154K +$115K +2,073 +290%
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