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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
1
Pictet Asset Management (Switzerland)
Switzerland
$94.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$224M
3
BTCPP
3
Border to Coast Pensions Partnership
United Kingdom
$57.8M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$40.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$59.3M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.6B
2
Invesco
2
Invesco
Georgia
$113M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$854K
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$21.4M
5
American Century Companies
5
American Century Companies
Missouri
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
701
GHP Investment Advisors
Colorado
$26K +$26K +477 New
QCG
702
Quadrant Capital Group
Ohio
$25K -$54 -1 -0.2%
BAM
703
Byrne Asset Management
New Jersey
$25K – – –
BWM
704
Baystate Wealth Management
Massachusetts
$24K +$278 +5 +1%
PP
705
PFS Partners
New Jersey
$23.2K – – –
SL
706
Savior LLC
Massachusetts
$23K – – –
RTC
707
Riverview Trust Company
Washington
$23K +$23K +421 New
BONH
708
Bank of New Hampshire
New Hampshire
$22K +$22K +400 New
AA
709
AlphaMark Advisors
Kentucky
$22K +$22K +400 New
FCT
710
First Community Trust
Iowa
$21K – – –
JWA
711
JFS Wealth Advisors
Pennsylvania
$21K +$8.51K +150 +68%
A
712
AustralianSuper
Australia
$20K +$17 +298 +0.1%
PSB
713
Piscataqua Savings Bank
New Hampshire
$20K – – –
LC
714
Lindbrook Capital
California
$20K +$3.17K +58 +19%
WTC
715
WhitTier Trust Company
Nevada
$18K – – –
PK
716
Pflug Koory
Nebraska
$18K – – –
GLLW
717
Graves Light Lenhart Wealth
Virginia
$18K – – –
GM
718
GeoWealth Management
Illinois
$18K +$18K +324 New
RFWA
719
RPg Family Wealth Advisory
Massachusetts
$17.4K – – –
IWP
720
IAG Wealth Partners
Wisconsin
$16K – – –
CCM
721
Covington Capital Management
California
$15K -$1.36K -25 -8%
IFAM
722
Institutional & Family Asset Management
Colorado
$15K – – –
HIA
723
Harbor Investment Advisory
Maryland
$15K – – –
QC
724
Quent Capital
New York
$13K -$9.86K -182 -43%
ETC
725
Exchange Traded Concepts
Oklahoma
$13K -$1.87K -33 -13%
27 28
29
30 31