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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
JWA
701
JFS Wealth Advisors
Pennsylvania
$18K
GM
702
GeoWealth Management
Illinois
$18K +$2.84K +54 +17%
PSB
703
Piscataqua Savings Bank
New Hampshire
$17K
GLLW
704
Graves Light Lenhart Wealth
Virginia
$16K
PK
705
Pflug Koory
Nebraska
$16K
WTC
706
WhitTier Trust Company
Nevada
$16K +$210 +4 +1%
AF
707
Allworth Financial
California
$16K +$16.5K +313 +1,490%
BDWM
708
Brewin Dolphin Wealth Management
Ireland
$16K +$17.1K +325 New
ETC
709
Exchange Traded Concepts
Oklahoma
$15K +$4.32K +82 +36%
IWP
710
IAG Wealth Partners
Wisconsin
$14K
HIA
711
Harbor Investment Advisory
Maryland
$13K
IFAM
712
Institutional & Family Asset Management
Colorado
$13K
QC
713
Quent Capital
New York
$12K
ZB
714
Zions Bancorporation
Utah
$12K +$8.37K +159 +166%
CCM
715
Covington Capital Management
California
$11K -$2.37K -45 -16%
KTC
716
Kistler-Tiffany Companies
Pennsylvania
$11K +$158 +3 +1%
HWMA
717
Heritage Wealth Management (Arizona)
Arizona
$10.7K +$5.47K +104 +90%
BWM
718
BerganKDV Wealth Management
Minnesota
$10K +$105 +2 +1%
GKIM
719
GW&K Investment Management
Massachusetts
$10K +$2.1K +40 +24%
AssetMark Inc
720
AssetMark Inc
California
$10K +$3.84K +73 +54%
BTI
721
Blue Trust Inc
Georgia
$10K +$9.16K +174 New
HWA
722
HHM Wealth Advisors
Tennessee
$10K +$10.5K +200 New
TCWM
723
Total Clarity Wealth Management
Illinois
$10K +$10.5K +200 New
PWMG
724
Prestige Wealth Management Group
New Jersey
$9K +$2.37K +45 +30%
Cohen & Steers
725
Cohen & Steers
New York
$8K -$241K -4,586 -97%

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.