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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
GWSG
651
GPS Wealth Strategies Group
Colorado
$53K +$368 +7 +0.6%
LS
652
Livforsakringsbolaget Skandia
Sweden
$52K -$89.5K -1,700 -62%
SC
653
Sawyer & Company
Massachusetts
$52K -$43.4K -825 -43%
HCP
654
Hexagon Capital Partners
Arkansas
$49K -$12.7K -241 -19%
SN
655
Sittner & Nelson
Oregon
$49K
HIIFS
656
Harel Insurance Investments & Financial Services
Israel
$49K +$10.5K +200 +25%
TWM
657
Tradition Wealth Management
Minnesota
$48K +$474 +9 +0.9%
AW
658
Avion Wealth
Texas
$47K
NSIM
659
North Star Investment Management
Illinois
$47K
TWA
660
TCI Wealth Advisors
Arizona
$46K
BCMLT
661
Beacon Capital Management LLC (Tennessee)
Tennessee
$45K
C
662
Covestor
United Kingdom
$44K -$217K -4,120 -82%
CC
663
Corsicana & Co
Texas
$44K
PO
664
Private Ocean
California
$43K
AF
665
Advisornet Financial
Minnesota
$42K +$2.89K +55 +7%
PG
666
Proffitt & Goodson
Tennessee
$40K -$16.1K -306 -27%
ARMC
667
American Research & Management Company
Massachusetts
$39K -$30.6K -581 -42%
AWM
668
AllSquare Wealth Management
New York
$39K
HR
669
Howe & Rusling
New York
$39K
SIS
670
Sound Income Strategies
Florida
$38K
SWM
671
Spire Wealth Management
Virginia
$37K -$17.1K -325 -30%
AWM
672
Avior Wealth Management
Nebraska
$37K
CT
673
Cambridge Trust
Massachusetts
$36K +$38.7K +735 New
VNA
674
Valley National Advisers
Pennsylvania
$34K
CI
675
CX Institutional
Indiana
$33K +$35.9K +682 New

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.