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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
CMP
701
Coston McIsaac & Partners
Maine
$7K +$101 +2 +1%
KA
702
Kozak & Associates
Colorado
$7K +$202 +4 +3%
EWA
703
EverSource Wealth Advisors
Alabama
$7K +$7.58K +150 New
MA
704
MUFG Americas
New York
$7K +$7.58K +150 New
GKIM
705
GW&K Investment Management
Massachusetts
$6K -$3.54K -70 -33%
HWA
706
HHM Wealth Advisors
Tennessee
$6K -$3.13K -62 -31%
BIA
707
Bell Investment Advisors
California
$6K -$454 -9 -6%
CHA
708
Carmichael Hill & Associates
Maryland
$6K
EARNEST Partners
709
EARNEST Partners
Georgia
$6K
BEI
710
Benjamin Edwards Inc
Missouri
$6K +$50 +1 +0.8%
GWS
711
Glassman Wealth Services
Virginia
$6K +$303 +6 +4%
RA
712
Rise Advisors
New York
$6K +$2.58K +51 +57%
CFFP
713
Center for Financial Planning
Michigan
$5K
EIP
714
Ellis Investment Partners
Pennsylvania
$5K
MFT
715
Moisand Fitzgerald Tamayo
Florida
$5K +$5.61K +111 New
TWM
716
Tradition Wealth Management
Minnesota
$4K -$44.4K -879 -90%
HC
717
Hoese & Co
Minnesota
$4K
ME
718
McIlrath & Eck
Washington
$4K
HI
719
Hudock Inc
Pennsylvania
$4K +$50 +1 +1%
SCA
720
Stonebridge Capital Advisors
Minnesota
$4K +$50 +1 +1%
CAL
721
Capital Advisors Ltd
Ohio
$4K +$4.54K +90 New
AIP
722
Almanack Investment Partners
Pennsylvania
$4K +$4.65K +92 New
PI
723
PFS Investments
Georgia
$3.97K +$348K +6,887 +8%
BCWM
724
Bartlett & Co Wealth Management
Ohio
$3.12K
BC
725
Bartlett & Co
Ohio
$3K

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.