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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
Pictet Asset Management (Switzerland)
Switzerland
$94.6M
2
Morgan Stanley
Morgan Stanley
New York
$224M
3
BTCPP
Border to Coast Pensions Partnership
United Kingdom
$57.8M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$40.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$59.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.6B
2
Invesco
Invesco
Georgia
$113M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$854K
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$21.4M
5
American Century Companies
American Century Companies
Missouri
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DGAM
676
Desjardins Global Asset Management
Quebec, Canada
$51K -$3.09K -56 -6%
PO
677
Private Ocean
California
$50K – – –
CC
678
Corsicana & Co
Texas
$50K +$50K +900 New
CA
679
Clearstead Advisors
Ohio
$46K – – –
HR
680
Howe & Rusling
New York
$45K – – –
BCMLT
681
Beacon Capital Management LLC (Tennessee)
Tennessee
$45K +$45K +821 New
SIS
682
Sound Income Strategies
Florida
$44K -$5.43K -97 -11%
CTC
683
Central Trust Company
Missouri
$44K +$22K +400 +100%
AF
684
Advisornet Financial
Minnesota
$44K +$23.3K +425 +112%
AWM
685
AllSquare Wealth Management
New York
$44K +$44K +798 New
HIIFS
686
Harel Insurance Investments & Financial Services
Israel
$44K +$44K +800 New
AWM
687
Avior Wealth Management
Nebraska
$42K +$34.2K +625 +440%
VNA
688
Valley National Advisers
Pennsylvania
$38K – – –
T
689
TCWP
Ohio
$36K +$36K +650 New
HDIM
690
Hanson & Doremus Investment Management
Vermont
$35K -$91.8K -1,640 -72%
MPWT
691
MassMutual Private Wealth & Trust
Connecticut
$33K -$220 -4 -0.7%
LAS
692
Lloyd Advisory Services
Georgia
$32K – – –
FAG
693
Fortitude Advisory Group
Washington
$32K +$6.32K +113 +25%
WB
694
Webster Bank
Connecticut
$31K – – –
LF
695
Lee Financial
Texas
$30K +$1.96K +35 +7%
CP
696
Corbenic Partners
Pennsylvania
$29K – – –
FWM
697
Focused Wealth Management
New York
$29K +$166 +3 +0.6%
FA
698
Financial Avengers
California
$29K +$384 +7 +1%
HBW
699
Hazlett, Burt & Watson
West Virginia
$28K +$28K +500 New
SIC
700
SJS Investment Consulting
Ohio
$28K +$28K +500 New
26 27
28
29 30