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Iron Mountain
IRM

Overview Fund Activity

772 hedge funds and large institutions have $12.4B invested in Iron Mountain in 2022 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 296 increasing their positions, 268 reducing their positions, and 55 closing their positions.

Holders
772
Holders Change
+23
Holders Change %
+3.07%
% of All Funds
12.22%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
89
Increased
296
Reduced
268
Closed
55
Calls
$146M
Puts
$117M
Net Calls
+$28.6M
Net Calls Change
+$70.8M

Top Buyers

1
PAMS
1
Pictet Asset Management (Switzerland)
Switzerland
$94.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$224M
3
BTCPP
3
Border to Coast Pensions Partnership
United Kingdom
$57.8M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$40.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$59.3M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.6B
2
Invesco
2
Invesco
Georgia
$113M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$854K
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$21.4M
5
American Century Companies
5
American Century Companies
Missouri
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
751
Hudock Inc
Pennsylvania
$5K +$51 +1 +1%
GWS
752
Glassman Wealth Services
Virginia
$5K +$824 +14 +20%
Macquarie Group
753
Macquarie Group
Australia
$4.59K -$548 -9,886 -11%
BC
754
Bartlett & Co
Ohio
$4K +$4K +70 New
BCWM
755
Bartlett & Co Wealth Management
Ohio
$3.92K +$3.92K +70 New
MCM
756
MV Capital Management
Maryland
$3K -$49 -1 -2%
FPS
757
Fieldpoint Private Securities
Connecticut
$3K – – –
RA
758
Rise Advisors
New York
$3K +$3K +60 New
SWA
759
Sutton Wealth Advisors
Florida
$2.55K +$720 +13 +39%
SSB
760
Sandy Spring Bank
Maryland
$2K – – –
EW
761
Evoke Wealth
California
$2K +$2K +33 New
KFS
762
Kelly Financial Services
Massachusetts
$2K – – –
WIM
763
Westside Investment Management
California
$1.47K +$1.34K +250 +962%
BA
764
Bivin & Associates
Oklahoma
$1K – – –
RDFA
765
Ritter Daniher Financial Advisory
Ohio
$1K – – –
OIA
766
Optimum Investment Advisors
Illinois
$1K – – –
JWM
767
Janiczek Wealth Management
Colorado
$1K – – –
VCM
768
Versant Capital Management
Arizona
$1K +$125 +2 +14%
LWA
769
Lenox Wealth Advisors
New York
$1K +$500 +5 +100%
AF
770
Allworth Financial
California
$1K +$1K +21 New
WI
771
WBI Investments
New Jersey
– -$5.26M -103,173 Closed
EMG
772
ETF Managers Group
New Jersey
– -$4.65M -88,469 Closed
PFA
773
Peak Financial Advisors
Colorado
– -$4.03M -76,979 Closed
PI
774
PineBridge Investments
New York
– -$3.54M -67,548 Closed
SC
775
Searle & Co
Connecticut
– -$2.37M -45,200 Closed
29 30
31
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