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Iron Mountain

765 hedge funds and large institutions have $10.9B invested in Iron Mountain in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 299 increasing their positions, 259 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $133M | Put options by funds: $95.3M

15% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 259

7% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 74

0.39% less ownership

Funds ownership: 77.53%77.14% (-0.39%)

1% less funds holding

Funds holding: 776765 (-11)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

12% less capital invested

Capital invested by funds: $12.4B → $10.9B (-$1.53B)

Holders
765
Holders Change
-11
Holders Change %
-1.42%
% of All Funds
12.89%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
79
Increased
299
Reduced
259
Closed
74
Calls
$133M
Puts
$95.3M
Net Calls
+$37.8M
Net Calls Change
+$9.25M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
601
IFP Advisors
Florida
$172K
PFGIA
602
Patriot Financial Group Insurance Agency
Massachusetts
$170K -$32K -608 -15%
EI
603
Ellevest Inc
New York
$162K +$106K +2,018 +155%
RCM
604
Raleigh Capital Management
North Carolina
$161K +$21K +399 +14%
PTC
605
Private Trust Company
Ohio
$154K +$166K +3,161 New
FMP
606
Financial Management Professionals
Texas
$148K +$23.1K +438 +17%
MRCM
607
M&R Capital Management
New Jersey
$147K +$13.3K +252 +9%
CYG
608
Clean Yield Group
Vermont
$146K
BWL
609
Bogart Wealth LLC
Virginia
$143K
AG
610
AIA Group
Hong Kong
$142K -$60.9K -1,158 -28%
DGAM
611
Desjardins Global Asset Management
Quebec, Canada
$133K +$95.3K +1,810 +196%
SSG
612
Summit Securities Group
New York
$132K -$47.9K -911 -25%
WT
613
Whittier Trust
California
$132K +$92.1K +1,750 +184%
CI Investments Inc
614
CI Investments Inc
Ontario, Canada
$130K -$109K -2,070 -44%
CA
615
CoreCap Advisors
Michigan
$129K +$140K +2,658 New
AW
616
ACG Wealth
Georgia
$127K +$137K +2,602 New
COCM
617
Charter Oak Capital Management
New Hampshire
$126K
TFS
618
TrustCore Financial Services
Tennessee
$122K
HNB
619
Huntington National Bank
Ohio
$115K +$42.1K +800 +52%
OCM
620
Orion Capital Management
California
$112K
PCG
621
Private Capital Group
Connecticut
$109K +$11K +209 +10%
NL
622
NVWM LLC
Pennsylvania
$106K
T
623
TOBAM
France
$103K +$35.2K +668 +46%
VCM
624
Vigilant Capital Management
Maine
$99K
FP
625
Financial Perspectives
Minnesota
$97.4K

IRM Hedge Fund Activity: Q2 2022 in Review

765 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q2 2022, worth a combined $10.9B — down 12% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IRM positions and 74 closed out — a net gain of 5 holders — while 299 added to existing stakes and 259 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $61M. The largest seller was Janus Henderson Group, cutting an estimated $55.9M.

  • 765 institutional investors held Iron Mountain (IRM) as of Q2 2022, down from 776 in Q1 2022.
  • Funds reported $10.9B of Iron Mountain stock for Q2 2022, down 12% quarter-over-quarter.
  • 79 funds opened new Iron Mountain positions in Q2 2022 and 74 closed out, a net change of +5 holders.
  • The largest Iron Mountain buyer in Q2 2022 was Pictet Asset Management (Switzerland), an estimated $61M added.
  • The largest Iron Mountain seller in Q2 2022 was Janus Henderson Group, an estimated $55.9M sold.

Based on aggregated 13F filings for Q2 2022.