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Iron Mountain
IRM

Overview Fund Activity

738 hedge funds and large institutions have $9.96B invested in Iron Mountain in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 288 increasing their positions, 253 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
-23
Holders Change %
-3.02%
% of All Funds
12.76%
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
288
Reduced
253
Closed
72
Calls
$151M
Puts
$42.1M
Net Calls
+$109M
Net Calls Change
+$71.2M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$177M
2
Invesco
Invesco
Georgia
$174M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$177M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$38.1M
5
AII
AGF Investments Inc
Ontario, Canada
$39.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.09B
2
LSV Asset Management
LSV Asset Management
Illinois
$53.8M
3
Norges Bank
Norges Bank
Norway
$79.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Millennium Management
Millennium Management
New York
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
676
Castle Wealth Management
Florida
$17K – – –
FCT
677
First Community Trust
Iowa
$17K – – –
PSB
678
Piscataqua Savings Bank
New Hampshire
$16K – – –
WTC
679
WhitTier Trust Company
Nevada
$15K – – –
CCM
680
Covington Capital Management
California
$15K +$4.55K +100 +43%
PK
681
Pflug Koory
Nebraska
$14K – – –
IWP
682
IAG Wealth Partners
Wisconsin
$13K – – –
HIA
683
Harbor Investment Advisory
Maryland
$13K +$973 +22 +8%
AIM
684
Axiom Investment Management
New York
$13K +$13K +300 New
IFAM
685
Institutional & Family Asset Management
Colorado
$12K – – –
LS
686
Livforsakringsbolaget Skandia
Sweden
$11K -$33.7K -800 -75%
QC
687
Quent Capital
New York
$11K – – –
ZB
688
Zions Bancorporation
Utah
$11K – – –
LFG
689
Larson Financial Group
Missouri
$11K +$8.57K +197 +352%
JWA
690
JFS Wealth Advisors
Pennsylvania
$10K -$6.82K -150 -41%
HWMA
691
Heritage Wealth Management (Arizona)
Arizona
$10K – – –
KTC
692
Kistler-Tiffany Companies
Pennsylvania
$10K +$252 +6 +3%
PWMG
693
Prestige Wealth Management Group
New Jersey
$9K – – –
BWM
694
BerganKDV Wealth Management
Minnesota
$9K +$127 +3 +1%
FMII
695
Farmers & Merchants Investments Inc
Nebraska
$9K +$1.85K +40 +26%
CFO
696
CVA Family Office
Colorado
$9K +$2.14K +50 +31%
AssetMark Inc
697
AssetMark Inc
California
$8K -$1K -23 -11%
CMP
698
Coston McIsaac & Partners
Maine
$7K +$83 +2 +1%
KA
699
Kozak & Associates
Colorado
$7K +$182 +4 +3%
MA
700
MUFG Americas
New York
$7K +$7K +150 New
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