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Iron Mountain
IRM

Overview Fund Activity

777 hedge funds and large institutions have $11.5B invested in Iron Mountain in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 299 increasing their positions, 250 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
+39
Holders Change %
+5.28%
% of All Funds
12.54%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
93
Increased
299
Reduced
250
Closed
39
Calls
$159M
Puts
$86.1M
Net Calls
+$72.8M
Net Calls Change
-$36.2M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$351M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$45.7M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$41.5M
4
Capital World Investors
Capital World Investors
California
+$39.9M
5
Northern Trust
Northern Trust
Illinois
+$27M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$32.7M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$24.9M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$21M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$20.3M
5
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWG
601
Crown Wealth Group
North Carolina
$207K +$207K +4,150 New
Dimensional Fund Advisors
602
Dimensional Fund Advisors
Texas
$205K +$2.7K +54,106 +1%
DWM
603
Destination Wealth Management
California
$204K +$204K +4,095 New
BFEC
604
Benjamin F. Edwards & Company
Missouri
$203K -$3.14K -63 -2%
SB
605
Strategic Blueprint
Georgia
$202K +$202K +4,058 New
IA
606
IFP Advisors
Florida
$202K -$4.53K -111 -2%
LWAC
607
Laurel Wealth Advisors (California)
California
$202K +$202K +4,056 New
LW
608
Linscomb Wealth
Texas
$202K +$202K +4,051 New
BWL
609
Bogart Wealth LLC
Virginia
$202K – – –
TFA
610
Toth Financial Advisory
Virginia
$197K – – –
ST
611
Smithfield Trust
Pennsylvania
$188K -$14.3K -286 -7%
AIP
612
Ameritas Investment Partners
Nebraska
$187K – – –
EI
613
Ellevest Inc
New York
$185K -$11.6K -232 -6%
MRCM
614
M&R Capital Management
New Jersey
$181K +$8.48K +170 +5%
BAM
615
Belpointe Asset Management
Nevada
$181K +$45.7K +916 +34%
RCM
616
Raleigh Capital Management
North Carolina
$167K -$4.24K -85 -2%
S
617
SignatureFD
Georgia
$165K -$5.04K -101 -3%
SWA
618
Sutton Wealth Advisors
Florida
$165K – – –
DMBA
619
Deseret Mutual Benefit Administrators
Utah
$165K -$105K -2,104 -39%
PTC
620
Private Trust Company
Ohio
$159K +$1.69K +34 +1%
IGWM
621
ICA Group Wealth Management
Colorado
$159K +$159K +3,189 New
DGAM
622
Desjardins Global Asset Management
Quebec, Canada
$153K +$16.8K +337 +12%
CYG
623
Clean Yield Group
Vermont
$150K – – –
FDCDDQ
624
Federation des caisses Desjardins du Quebec
Quebec, Canada
$149K -$296K -5,943 -67%
WT
625
Whittier Trust
California
$146K +$11K +220 +8%
23 24
25
26 27