We are live on ! Find out more
IRM icon

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
AF
651
Advisornet Financial
Minnesota
$34K -$4.8K -95 -11%
CT
652
Cambridge Trust
Massachusetts
$34K +$2.22K +44 +6%
AF
653
Allworth Financial
California
$34K +$22.3K +441 +132%
SWM
654
Spire Wealth Management
Virginia
$33K -$454 -9 -1%
AWM
655
Avior Wealth Management
Nebraska
$33K
TAM
656
Tucker Asset Management
Colorado
$32.8K
VNA
657
Valley National Advisers
Pennsylvania
$31K -$1.72K -34 -5%
LC
658
Lindbrook Capital
California
$28K +$2.22K +44 +7%
Bank of Montreal
659
Bank of Montreal
Ontario, Canada
$25.8K +$994K +19,691 +4%
WB
660
Webster Bank
Connecticut
$24K
FA
661
Financial Avengers
California
$24K +$353 +7 +1%
TCOV
662
Trust Company of Vermont
Vermont
$23K -$101 -2 -0.4%
FWM
663
Focused Wealth Management
New York
$23K +$151 +3 +0.6%
HBW
664
Hazlett, Burt & Watson
West Virginia
$22K
DWP
665
Destiny Wealth Partners
Florida
$22K +$25.2K +500 New
GIA
666
GHP Investment Advisors
Colorado
$21K +$303 +6 +1%
HIIFS
667
Harel Insurance Investments & Financial Services
Israel
$20K -$27.8K -550 -55%
BAM
668
Byrne Asset Management
New Jersey
$20K
GM
669
GeoWealth Management
Illinois
$20K +$3.64K +72 +19%
RTC
670
Riverview Trust Company
Washington
$19K
BWM
671
Baystate Wealth Management
Massachusetts
$19K +$303 +6 +1%
PP
672
PFS Partners
New Jersey
$18.4K
QCG
673
Quadrant Capital Group
Ohio
$18K -$2.42K -48 -11%
AA
674
AlphaMark Advisors
Kentucky
$18K
BONH
675
Bank of New Hampshire
New Hampshire
$18K

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.