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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
MHIC
51
Marble Harbor Investment Counsel
Massachusetts
$22.7M -$526 -10 -0%
AllianceBernstein
52
AllianceBernstein
Tennessee
$22.3M -$1.89M -35,930 -7%
Balyasny Asset Management
53
Balyasny Asset Management
Illinois
$22.1M +$23.9M +453,448 New
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$21.9M -$1.71M -32,400 -7%
Barclays
55
Barclays
United Kingdom
$21.8M -$151K -2,869 -0.6%
Stifel Financial
56
Stifel Financial
Missouri
$21.7M -$1.2M -22,731 -5%
Mirae Asset Global Investments
57
Mirae Asset Global Investments
South Korea
$20.1M +$1.45M +27,521 +7%
RJA
58
Raymond James & Associates
Florida
$20M -$688K -13,081 -3%
LPL Financial
59
LPL Financial
California
$19.6M +$750K +14,254 +4%
CPC
60
Cookson Peirce & Co
Pennsylvania
$19.4M +$499K +9,482 +2%
Principal Financial Group
61
Principal Financial Group
Iowa
$18.2M +$745K +14,155 +4%
DIA
62
Dana Investment Advisors
Wisconsin
$17.6M -$309K -5,863 -2%
CS
63
Credit Suisse
Switzerland
$16.8M +$260K +4,938 +1%
Nomura Asset Management
64
Nomura Asset Management
Japan
$16.8M +$502K +9,536 +3%
TG
65
TCW Group
California
$16.7M +$5.71M +108,583 +46%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$16.6M +$101K +1,925 +0.6%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$16.5M -$832K -15,810 -4%
SO
68
STRS Ohio
Ohio
$16.4M -$573K -10,879 -3%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$16.3M -$754K -14,331 -4%
UBV
70
United Bank (Virginia)
Virginia
$16M -$1.17M -22,253 -6%
AIA
71
Avalon Investment & Advisory
Texas
$15.8M +$35.1K +667 +0.2%
Canada Life
72
Canada Life
Manitoba, Canada
$15.4M +$383K +7,269 +2%
TD Asset Management
73
TD Asset Management
Ontario, Canada
$15.2M +$511K +9,703 +3%
Adage Capital Partners
74
Adage Capital Partners
Massachusetts
$14.7M +$15.8K +300 +0.1%
First Trust Advisors
75
First Trust Advisors
Illinois
$14.7M +$6.51M +123,630 +69%

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.