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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
FHA
626
First Horizon Advisors
Tennessee
$60K -$1.21K -24 -2%
SCM
627
Silvant Capital Management
Georgia
$58K
HCP
628
Hexagon Capital Partners
Arkansas
$57K +$15.2K +300 +30%
AW
629
Avion Wealth
Texas
$56K +$15.2K +300 +31%
PFBT
630
Parkside Financial Bank & Trust
Missouri
$54K -$2.93K -58 -5%
BWP
631
Baldwin Wealth Partners
Massachusetts
$53K
BHWM
632
Bay Harbor Wealth Management
Maryland
$49K +$252 +5 +0.5%
GWSG
633
GPS Wealth Strategies Group
Colorado
$48K +$353 +7 +0.6%
SC
634
Sawyer & Company
Massachusetts
$47K
SN
635
Sittner & Nelson
Oregon
$44K
UB
636
UMB Bank
Missouri
$43K -$7.17K -142 -13%
NSIM
637
North Star Investment Management
Illinois
$43K
TWA
638
TCI Wealth Advisors
Arizona
$42K
WFA
639
Wipfli Financial Advisors
Wisconsin
$42K +$47.5K +941 New
BCMLT
640
Beacon Capital Management LLC (Tennessee)
Tennessee
$40K
CC
641
Corsicana & Co
Texas
$40K
SIS
642
Sound Income Strategies
Florida
$40K +$5.71K +113 +14%
PO
643
Private Ocean
California
$39K
MPWT
644
MassMutual Private Wealth & Trust
Connecticut
$37K +$10.9K +215 +35%
ARMC
645
American Research & Management Company
Massachusetts
$36K
PG
646
Proffitt & Goodson
Tennessee
$36K
AWM
647
AllSquare Wealth Management
New York
$35K
HR
648
Howe & Rusling
New York
$35K
FPFS
649
First Personal Financial Services
North Carolina
$35K +$39.6K +785 New
AWM
650
Abound Wealth Management
Tennessee
$34.2K +$39.3K +778 New

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.