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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 %
RE
651
RBC Europe
United Kingdom
$84K – – –
FFC
652
First Financial Corp
Indiana
$83K – – –
TVWM
653
Tower View Wealth Management
Wisconsin
$83K – – –
T
654
TOBAM
France
$80K -$58.8K -1,057 -42%
FHA
655
First Horizon Advisors
Tennessee
$80K +$612 +11 +0.8%
ARMC
656
American Research & Management Company
Massachusetts
$77K – – –
EI
657
Ellevest Inc
New York
$72K +$36.7K +662 +104%
SCM
658
Silvant Capital Management
Georgia
$72K +$41.2K +740 +134%
BFC
659
Bedel Financial Consulting
Indiana
$71K +$334 +6 +0.5%
HCP
660
Hexagon Capital Partners
Arkansas
$69K +$5.56K +100 +9%
FCMT
661
Founders Capital Management (Texas)
Texas
$68K – – –
PFBT
662
Parkside Financial Bank & Trust
Missouri
$67K +$4.82K +87 +8%
PGAM
663
Princeton Global Asset Management
New Jersey
$66K +$66K +1,191 New
PG
664
Proffitt & Goodson
Tennessee
$63K – – –
UB
665
UMB Bank
Missouri
$62K – – –
SWM
666
Spire Wealth Management
Virginia
$60K -$16.6K -300 -22%
GWSG
667
GPS Wealth Strategies Group
Colorado
$60K +$389 +7 +0.7%
BHWM
668
Bay Harbor Wealth Management
Maryland
$60K +$60K +1,088 New
SN
669
Sittner & Nelson
Oregon
$55K – – –
BWP
670
Baldwin Wealth Partners
Massachusetts
$55K +$55K +1,000 New
NSIM
671
North Star Investment Management
Illinois
$54K – – –
AW
672
Avion Wealth
Texas
$54K – – –
TWM
673
Tradition Wealth Management
Minnesota
$54K +$668 +12 +1%
WT
674
Whittier Trust
California
$53K -$117K -2,100 -69%
TWA
675
TCI Wealth Advisors
Arizona
$52K +$2.92K +53 +6%
25 26
27
28 29