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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
National Pension Service
51
National Pension Service
South Korea
$22M -$1.47M -29,045 -5%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$21.4M -$215K -4,256 -0.9%
Handelsbanken Fonder
53
Handelsbanken Fonder
Sweden
$21.4M +$580K +11,493 +2%
Ameriprise
54
Ameriprise
Minnesota
$21.4M +$358K +7,092 +1%
DZ Bank
55
DZ Bank
Germany
$21.1M -$4.17M -82,569 -15%
Prudential Financial
56
Prudential Financial
New Jersey
$20.8M +$11.5M +228,410 +93%
MHIC
57
Marble Harbor Investment Counsel
Massachusetts
$20.6M +$96.5K +1,910 +0.4%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$20.2M -$2.26M -44,670 -9%
AllianceBernstein
59
AllianceBernstein
Tennessee
$20.1M -$25.9K -513 -0.1%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$19.6M -$192K -3,793 -0.8%
LPL Financial
61
LPL Financial
California
$17.9M +$244K +4,838 +1%
Mirae Asset Global Investments
62
Mirae Asset Global Investments
South Korea
$17.9M -$304K -6,024 -1%
CIMLRA
63
CBRE Investment Management Listed Real Assets
Pennsylvania
$17.8M -$6.99M -138,379 -25%
CPC
64
Cookson Peirce & Co
Pennsylvania
$17.8M +$313K +6,204 +2%
RJA
65
Raymond James & Associates
Florida
$17.5M -$567K -11,219 -3%
Citigroup
66
Citigroup
New York
$17.4M +$5.47M +108,368 +38%
CS
67
Credit Suisse
Switzerland
$17.1M +$2.25M +44,642 +13%
Nomura Asset Management
68
Nomura Asset Management
Japan
$16M +$937K +18,549 +5%
Principal Financial Group
69
Principal Financial Group
Iowa
$15.9M -$551K -10,906 -3%
AIA
70
Avalon Investment & Advisory
Texas
$15.8M +$1.78M +35,188 +11%
William Blair & Company
71
William Blair & Company
Illinois
$15.7M +$4.15M +82,162 +30%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$15M -$4.65K -92 -0%
DIA
73
Dana Investment Advisors
Wisconsin
$14.9M -$1.16M -23,034 -6%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$14.5M -$212K -4,195 -1%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$14.5M -$513K -10,149 -3%

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.