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Iron Mountain
IRM

Overview Fund Activity

738 hedge funds and large institutions have $9.96B invested in Iron Mountain in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 288 increasing their positions, 253 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
-23
Holders Change %
-3.02%
% of All Funds
12.76%
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
288
Reduced
253
Closed
72
Calls
$151M
Puts
$42.1M
Net Calls
+$109M
Net Calls Change
+$71.2M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$98.2M
2
Invesco
Invesco
Georgia
+$82.4M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$51.2M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$38.1M
5
AII
AGF Investments Inc
Ontario, Canada
+$38.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$186M
2
LSV Asset Management
LSV Asset Management
Illinois
-$36.5M
3
Norges Bank
Norges Bank
Norway
-$27.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$22.1M
5
Millennium Management
Millennium Management
New York
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
626
Avion Wealth
Texas
$56K +$13.2K +300 +31%
PFBT
627
Parkside Financial Bank & Trust
Missouri
$54K -$2.57K -58 -5%
BWP
628
Baldwin Wealth Partners
Massachusetts
$53K – – –
BHWM
629
Bay Harbor Wealth Management
Maryland
$49K +$224 +5 +0.5%
GWSG
630
GPS Wealth Strategies Group
Colorado
$48K +$307 +7 +0.6%
SC
631
Sawyer & Company
Massachusetts
$47K – – –
SN
632
Sittner & Nelson
Oregon
$44K – – –
UB
633
UMB Bank
Missouri
$43K -$6.27K -142 -13%
NSIM
634
North Star Investment Management
Illinois
$43K – – –
TWA
635
TCI Wealth Advisors
Arizona
$42K – – –
WFA
636
Wipfli Financial Advisors
Wisconsin
$42K +$42K +941 New
BCMLT
637
Beacon Capital Management LLC (Tennessee)
Tennessee
$40K – – –
CC
638
Corsicana & Co
Texas
$40K – – –
SIS
639
Sound Income Strategies
Florida
$40K +$5.03K +113 +14%
PO
640
Private Ocean
California
$39K – – –
MPWT
641
MassMutual Private Wealth & Trust
Connecticut
$37K +$9.5K +215 +35%
ARMC
642
American Research & Management Company
Massachusetts
$36K – – –
PG
643
Proffitt & Goodson
Tennessee
$36K – – –
HR
644
Howe & Rusling
New York
$35K – – –
AWM
645
AllSquare Wealth Management
New York
$35K – – –
FPFS
646
First Personal Financial Services
North Carolina
$35K +$35K +785 New
AWM
647
Abound Wealth Management
Tennessee
$34.2K +$34.2K +778 New
AF
648
Advisornet Financial
Minnesota
$34K -$4.23K -95 -11%
CT
649
Cambridge Trust
Massachusetts
$34K +$1.92K +44 +6%
AF
650
Allworth Financial
California
$34K +$19.3K +441 +132%
24 25
26
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