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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
MCM
726
MV Capital Management
Maryland
$3K +$454 +9 +14%
FGAM
727
Financial Gravity Asset Management
Texas
$2.04K +$35.6K +704 New
EW
728
Evoke Wealth
California
$2K
SSB
729
Sandy Spring Bank
Maryland
$2K
FF
730
FourThought Financial
Florida
$2K +$2.27K +45 New
KFS
731
Kelly Financial Services
Massachusetts
$1.58K
EBA
732
Eagle Bay Advisors
New York
$1K
JWM
733
Janiczek Wealth Management
Colorado
$1K
RDFA
734
Ritter Daniher Financial Advisory
Ohio
$1K
VCM
735
Versant Capital Management
Arizona
$1K
CB
736
Community Bank
New York
$1K +$707 +14 New
PWP
737
Principle Wealth Partners
Connecticut
$266
LSA
738
Leonteq Securities AG
Switzerland
$44 -$18.7K -371 -100%
WIM
739
Westside Investment Management
California
$10 -$1.31K -26 -9%
Balyasny Asset Management
740
Balyasny Asset Management
Illinois
-$22.1M -453,448 Closed
TG
741
TCW Group
California
-$16.7M -343,178 Closed
BCAM
742
Boston Common Asset Management
Massachusetts
-$11.3M -231,271 Closed
Squarepoint
743
Squarepoint
New York
-$6.29M -124,503 Closed
Voloridge Investment Management
744
Voloridge Investment Management
Florida
-$6.04M -123,984 Closed
MFS
745
Mirabella Financial Services
United Kingdom
-$5.14M -105,610 Closed
CPC
746
Consolidated Planning Corp
Georgia
-$3.21M -65,831 Closed
GSC
747
G&S Capital
Colorado
-$2.9M -59,662 Closed
HF
748
HRT Financial
New York
-$2.69M -55,271 Closed
BCM
749
Beck Capital Management
Texas
-$2.27M -46,570 Closed
TA
750
TKG Advisors
Indiana
-$1.82M -37,444 Closed

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.