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Iron Mountain
IRM

Overview Fund Activity

761 hedge funds and large institutions have $10.9B invested in Iron Mountain in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
-11
Holders Change %
-1.42%
% of All Funds
12.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
78
Increased
299
Reduced
256
Closed
73
Calls
$133M
Puts
$95.3M
Net Calls
+$37.8M
Net Calls Change
+$9.25M

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$140M
2
Morgan Stanley
Morgan Stanley
New York
$228M
3
Millennium Management
Millennium Management
New York
$35.5M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$30M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$59M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.85M
2
Northern Trust
Northern Trust
Illinois
$163M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.32B
4
LSV Asset Management
LSV Asset Management
Illinois
$100M
5
Norges Bank
Norges Bank
Norway
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
751
Versant Capital Management
Arizona
$1K – – –
BA
752
Bivin & Associates
Oklahoma
$1K – – –
RDFA
753
Ritter Daniher Financial Advisory
Ohio
$1K – – –
EBA
754
Eagle Bay Advisors
New York
$974 +$974 +20 New
BRWM
755
B. Riley Wealth Management
Tennessee
$739 +$179 +3,673 +32%
BPC
756
Banque Pictet & Cie
Switzerland
$316 +$316 +6,500 New
IAIM
757
International Assets Investment Management
Florida
$216 -$5 -101 -2%
A
758
AustralianSuper
Australia
– -$20K -361,585 Closed
GFG
759
Greystone Financial Group
Michigan
– -$8.85M -159,704 Closed
ECM
760
Evergreen Capital Management
Washington
– -$5.54M -99,985 Closed
NCM
761
Nelson Capital Management
California
– -$4.8M -86,636 Closed
SG
762
Swarthmore Group
Pennsylvania
– -$3.31M -59,661 Closed
HI
763
Horizon Investments
North Carolina
– -$2.88M -51,953 Closed
HSA
764
Hussman Strategic Advisors
Maryland
– -$2.55M -46,000 Closed
MSL
765
Mackay Shields LLC
New York
– -$2.33M -42,115 Closed
AWA
766
Aaron Wealth Advisors
Illinois
– -$614K -34,021 Closed
NERM
767
New England Research & Management
Illinois
– -$1.27M -22,880 Closed
PHK
768
Point72 Hong Kong
Hong Kong
– -$797K -14,383 Closed
BCM
769
Bayesian Capital Management
New York
– -$625K -11,275 Closed
ACI
770
Alpha Cubed Investments
California
– -$621K -11,210 Closed
OTL
771
Oak Thistle LLC
New York
– -$612K -11,042 Closed
KA
772
Kovack Advisors
Florida
– -$601K -10,863 Closed
CA
773
Capitolis Advisors
New York
– -$539K -9,723 Closed
NA
774
Navellier & Associates
Nevada
– -$528K -9,530 Closed
FFA
775
Founders Financial Alliance
North Carolina
– -$526K -9,493 Closed
29 30
31
32 33