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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
CI Investments Inc
601
CI Investments Inc
Ontario, Canada
$112K -$6.57K -130 -5%
TFS
602
TrustCore Financial Services
Tennessee
$110K
HNB
603
Huntington National Bank
Ohio
$103K
NL
604
NVWM LLC
Pennsylvania
$96K
T
605
TOBAM
France
$93K
VCM
606
Vigilant Capital Management
Maine
$89K
CFB
607
Cullen/Frost Bankers
Texas
$89K +$808 +16 +0.8%
AAP
608
Arax Advisory Partners
Colorado
$89K +$12.6K +250 +14%
FP
609
Financial Perspectives
Minnesota
$87.9K
First Manhattan
610
First Manhattan
New York
$87K
SIM
611
Sentry Investment Management
Wisconsin
$87K
HFM
612
Harvest Fund Management
China
$84K
BTI
613
Blue Trust Inc
Georgia
$83K +$76.9K +1,523 +875%
PA
614
Parallel Advisors
California
$81K +$5.55K +110 +6%
OCM
615
Orion Capital Management
California
$79K -$25.2K -500 -22%
SC
616
Schubert & Co
Texas
$78K +$1.06K +21 +1%
CWC
617
Carolinas Wealth Consulting
North Carolina
$74K +$858 +17 +1%
AG
618
AIA Group
Hong Kong
$73K -$63.7K -1,261 -43%
RG
619
Retirement Group
California
$73K +$404 +8 +0.5%
CTC
620
Central Trust Company
Missouri
$71K +$25.2K +500 +45%
SIC
621
SJS Investment Consulting
Ohio
$70K +$80.8K +1,600 New
Capstone Investment Advisors
622
Capstone Investment Advisors
New York
$68K +$78.2K +1,549 New
TVWM
623
Tower View Wealth Management
Wisconsin
$67K +$959 +19 +1%
FFC
624
First Financial Corp
Indiana
$66K
FCMT
625
Founders Capital Management (Texas)
Texas
$62K

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.