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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
TAM
676
Tucker Asset Management
Colorado
$31.9K +$34.5K +655 New
AIL
677
AGF Investments LLC
Ontario, Canada
$30K -$1.05M -19,979 -97%
HDIM
678
Hanson & Doremus Investment Management
Vermont
$30K
MPWT
679
MassMutual Private Wealth & Trust
Connecticut
$30K +$1.1K +21 +3%
LC
680
Lindbrook Capital
California
$29K +$12.2K +231 +63%
LF
681
Lee Financial
Texas
$28K +$1.58K +30 +6%
WB
682
Webster Bank
Connecticut
$27K
FWM
683
Focused Wealth Management
New York
$26K +$210 +4 +0.8%
FA
684
Financial Avengers
California
$26K +$263 +5 +0.9%
TCOV
685
Trust Company of Vermont
Vermont
$25K +$27.5K +522 New
HBW
686
Hazlett, Burt & Watson
West Virginia
$24K
WWMSC
687
Wagner Wealth Management (South Carolina)
South Carolina
$24K +$26.3K +500 New
GIA
688
GHP Investment Advisors
Colorado
$23K +$263 +5 +1%
QCG
689
Quadrant Capital Group
Ohio
$22K -$368 -7 -2%
BAM
690
Byrne Asset Management
New Jersey
$22K
Bank of Montreal
691
Bank of Montreal
Ontario, Canada
$22K -$15.2M -288,273 -39%
BWM
692
Baystate Wealth Management
Massachusetts
$21K +$263 +5 +1%
PP
693
PFS Partners
New Jersey
$20.4K
RTC
694
Riverview Trust Company
Washington
$20K
SL
695
Savior LLC
Massachusetts
$19K -$2.1K -40 -10%
AA
696
AlphaMark Advisors
Kentucky
$19K
BONH
697
Bank of New Hampshire
New Hampshire
$19K
FCT
698
First Community Trust
Iowa
$19K
CWM
699
Castle Wealth Management
Florida
$19K +$20.2K +384 New
LSA
700
Leonteq Securities AG
Switzerland
$18.1K +$19.6K +372 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.