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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 %
MA
701
MUFG Americas
New York
$7K +$7K +150 New
GKIM
702
GW&K Investment Management
Massachusetts
$6K -$3K -70 -33%
HWA
703
HHM Wealth Advisors
Tennessee
$6K -$2.7K -62 -31%
BIA
704
Bell Investment Advisors
California
$6K -$406 -9 -6%
CHA
705
Carmichael Hill & Associates
Maryland
$6K – – –
EARNEST Partners
706
EARNEST Partners
Georgia
$6K – – –
BEI
707
Benjamin Edwards Inc
Missouri
$6K +$46 +1 +0.8%
GWS
708
Glassman Wealth Services
Virginia
$6K +$250 +6 +4%
RA
709
Rise Advisors
New York
$6K +$2.17K +51 +57%
CFFP
710
Center for Financial Planning
Michigan
$5K – – –
EIP
711
Ellis Investment Partners
Pennsylvania
$5K – – –
MFT
712
Moisand Fitzgerald Tamayo
Florida
$5K +$5K +111 New
TWM
713
Tradition Wealth Management
Minnesota
$4K -$35.2K -879 -90%
HC
714
Hoese & Co
Minnesota
$4K – – –
ME
715
McIlrath & Eck
Washington
$4K – – –
SCA
716
Stonebridge Capital Advisors
Minnesota
$4K +$42 +1 +1%
HI
717
Hudock Inc
Pennsylvania
$4K +$40 +1 +1%
CAL
718
Capital Advisors Ltd
Ohio
$4K +$4K +90 New
AIP
719
Almanack Investment Partners
Pennsylvania
$4K +$4K +92 New
PI
720
PFS Investments
Georgia
$3.97K +$303 +6,887 +8%
BCWM
721
Bartlett & Co Wealth Management
Ohio
$3.12K – – –
BC
722
Bartlett & Co
Ohio
$3K – – –
MCM
723
MV Capital Management
Maryland
$3K +$370 +9 +14%
FGAM
724
Financial Gravity Asset Management
Texas
$2.04K +$2.04K +704 New
SSB
725
Sandy Spring Bank
Maryland
$2K – – –
27 28
29
30 31