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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
AWM
676
Activest Wealth Management
Florida
$18K +$20.2K +400 New
C
677
Covestor
United Kingdom
$17K -$25.5K -505 -56%
CWM
678
Castle Wealth Management
Florida
$17K
FCT
679
First Community Trust
Iowa
$17K
SL
680
Savior LLC
Massachusetts
$17K
PSB
681
Piscataqua Savings Bank
New Hampshire
$16K
WTC
682
WhitTier Trust Company
Nevada
$15K
CCM
683
Covington Capital Management
California
$15K +$5.05K +100 +43%
PK
684
Pflug Koory
Nebraska
$14K
IWP
685
IAG Wealth Partners
Wisconsin
$13K
HIA
686
Harbor Investment Advisory
Maryland
$13K +$1.11K +22 +8%
AIM
687
Axiom Investment Management
New York
$13K +$15.2K +300 New
IFAM
688
Institutional & Family Asset Management
Colorado
$12K
LS
689
Livforsakringsbolaget Skandia
Sweden
$11K -$40.4K -800 -75%
QC
690
Quent Capital
New York
$11K
ZB
691
Zions Bancorporation
Utah
$11K
LFG
692
Larson Financial Group
Missouri
$11K +$9.95K +197 +352%
JWA
693
JFS Wealth Advisors
Pennsylvania
$10K -$7.58K -150 -41%
HWMA
694
Heritage Wealth Management (Arizona)
Arizona
$10K
KTC
695
Kistler-Tiffany Companies
Pennsylvania
$10K +$303 +6 +3%
PWMG
696
Prestige Wealth Management Group
New Jersey
$9K
BWM
697
BerganKDV Wealth Management
Minnesota
$9K +$151 +3 +1%
FMII
698
Farmers & Merchants Investments Inc
Nebraska
$9K +$2.02K +40 +26%
CFO
699
CVA Family Office
Colorado
$9K +$2.52K +50 +31%
AssetMark Inc
700
AssetMark Inc
California
$8K -$1.16K -23 -11%

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.