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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 %
LS
626
Livforsakringsbolaget Skandia
Sweden
$153K – – –
Simplex Trading
627
Simplex Trading
Illinois
$145K -$425K -7,718 -75%
COCM
628
Charter Oak Capital Management
New Hampshire
$144K – – –
FMP
629
Financial Management Professionals
Texas
$144K +$36.6K +660 +34%
TFS
630
TrustCore Financial Services
Tennessee
$139K – – –
Acadian Asset Management
631
Acadian Asset Management
Massachusetts
$137K +$18K +328 +15%
SIM
632
Sentry Investment Management
Wisconsin
$131K -$22K -397 -14%
OCM
633
Orion Capital Management
California
$127K – – –
NL
634
NVWM LLC
Pennsylvania
$121K +$113 +2 +0.1%
PA
635
Parallel Advisors
California
$116K +$11.4K +206 +11%
PFS
636
Prospera Financial Services
Texas
$113K +$113K +2,034 New
VCM
637
Vigilant Capital Management
Maine
$112K – – –
KPCM
638
Kings Point Capital Management
New York
$111K – – –
CFB
639
Cullen/Frost Bankers
Texas
$111K +$66.6K +1,200 +150%
PCG
640
Private Capital Group
Connecticut
$111K +$96.8K +1,745 +679%
FP
641
Financial Perspectives
Minnesota
$111K – – –
CP
642
Castleview Partners
Texas
$110K -$6.66M -121,080 -98%
First Manhattan
643
First Manhattan
New York
$110K – – –
SC
644
Sawyer & Company
Massachusetts
$105K – – –
NFSG
645
Newbridge Financial Services Group
Florida
$100K -$3.81K -69 -4%
SC
646
Schubert & Co
Texas
$96K +$1.28K +23 +1%
CWC
647
Carolinas Wealth Consulting
North Carolina
$91K -$613 -11 -0.7%
RG
648
Retirement Group
California
$91K +$446 +8 +0.5%
AAP
649
Arax Advisory Partners
Colorado
$87K +$1.78K +32 +2%
HNB
650
Huntington National Bank
Ohio
$86K +$2.33K +42 +3%
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