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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
CFB
626
Cullen/Frost Bankers
Texas
$97K
First Manhattan
627
First Manhattan
New York
$97K
SIM
628
Sentry Investment Management
Wisconsin
$96K -$20.3K -385 -16%
HFM
629
Harvest Fund Management
China
$93K -$115K -2,178 -53%
AAP
630
Arax Advisory Partners
Colorado
$86K +$10.5K +200 +13%
PA
631
Parallel Advisors
California
$85K -$18.8K -357 -17%
SC
632
Schubert & Co
Texas
$85K +$1K +19 +1%
CWC
633
Carolinas Wealth Consulting
North Carolina
$81K +$789 +15 +0.9%
RG
634
Retirement Group
California
$80K +$421 +8 +0.5%
Federated Hermes
635
Federated Hermes
Pennsylvania
$79K +$80K +1,521 +1,671%
SWA
636
Sutton Wealth Advisors
Florida
$77.7K +$81.6K +1,550 +3,370%
RE
637
RBC Europe
United Kingdom
$74K
FFC
638
First Financial Corp
Indiana
$73K
TVWM
639
Tower View Wealth Management
Wisconsin
$73K
NFSG
640
Newbridge Financial Services Group
Florida
$71K -$18.5K -351 -19%
PFS
641
Prospera Financial Services
Texas
$69K -$32.9K -626 -31%
FHA
642
First Horizon Advisors
Tennessee
$68K -$2.37K -45 -3%
FCMT
643
Founders Capital Management (Texas)
Texas
$68K +$5.26K +100 +8%
SCM
644
Silvant Capital Management
Georgia
$64K
PFBT
645
Parkside Financial Bank & Trust
Missouri
$62K +$3.63K +69 +6%
BWP
646
Baldwin Wealth Partners
Massachusetts
$58K +$10.5K +200 +20%
QPBE
647
Quintet Private Bank (Europe)
Luxembourg
$56.8K +$52.2K +992 New
UB
648
UMB Bank
Missouri
$55K
BHWM
649
Bay Harbor Wealth Management
Maryland
$54K +$105 +2 +0.2%
CTC
650
Central Trust Company
Missouri
$54K +$16.1K +305 +38%

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.