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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
CFO
726
CVA Family Office
Colorado
$8K
FMII
727
Farmers & Merchants Investments Inc
Nebraska
$8K
CMP
728
Coston McIsaac & Partners
Maine
$8K +$8.79K +167 New
CHA
729
Carmichael Hill & Associates
Maryland
$7K
KA
730
Kozak & Associates
Colorado
$7K +$53 +1 +0.7%
GWS
731
Glassman Wealth Services
Virginia
$7K +$2.79K +53 +62%
BIA
732
Bell Investment Advisors
California
$7K +$7.47K +142 New
CWM
733
Curi Wealth Management
North Carolina
$7K +$7.89K +150 +5,000%
EARNEST Partners
734
EARNEST Partners
Georgia
$6K
BEI
735
Benjamin Edwards Inc
Missouri
$6K +$105 +2 +2%
CFFP
736
Center for Financial Planning
Michigan
$5K
EIP
737
Ellis Investment Partners
Pennsylvania
$5K
HC
738
Hoese & Co
Minnesota
$5K
LPWM
739
Lake Point Wealth Management
Texas
$5K
ME
740
McIlrath & Eck
Washington
$5K
SCA
741
Stonebridge Capital Advisors
Minnesota
$5K +$5K +95 New
HI
742
Hudock Inc
Pennsylvania
$4K +$53 +1 +1%
RA
743
Rise Advisors
New York
$4K +$1.58K +30 +50%
CIM
744
Centersquare Investment Management
Pennsylvania
$4K +$4.63K +88 New
BCWM
745
Bartlett & Co Wealth Management
Ohio
$3.45K
BC
746
Bartlett & Co
Ohio
$3K
MCM
747
MV Capital Management
Maryland
$3K +$158 +3 +5%
LFG
748
Larson Financial Group
Missouri
$3K +$2.95K +56 New
SSB
749
Sandy Spring Bank
Maryland
$2K +$53 +1 +2%
EW
750
Evoke Wealth
California
$2K +$368 +7 +21%

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.