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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
KFS
751
Kelly Financial Services
Massachusetts
$1.75K
WIM
752
Westside Investment Management
California
$1.47K
FPS
753
Fieldpoint Private Securities
Connecticut
$1K -$1.53K -29 -54%
BA
754
Bivin & Associates
Oklahoma
$1K
JWM
755
Janiczek Wealth Management
Colorado
$1K
RDFA
756
Ritter Daniher Financial Advisory
Ohio
$1K
VCM
757
Versant Capital Management
Arizona
$1K
EBA
758
Eagle Bay Advisors
New York
$974 +$1.05K +20 New
BRWM
759
B. Riley Wealth Management
Tennessee
$739 +$193K +3,673 +32%
BPC
760
Banque Pictet & Cie
Switzerland
$316 +$342K +6,500 New
IAIM
761
International Assets Investment Management
Florida
$216 -$5.32K -101 -2%
A
762
AustralianSuper
Australia
-$20K -361,585 Closed
GFG
763
Greystone Financial Group
Michigan
-$8.85M -159,704 Closed
Canada Pension Plan Investment Board
764
Canada Pension Plan Investment Board
Ontario, Canada
-$6.14M -116,600 -100%
ECM
765
Evergreen Capital Management
Washington
-$5.54M -99,985 Closed
NCM
766
Nelson Capital Management
California
-$4.8M -86,636 Closed
SG
767
Swarthmore Group
Pennsylvania
-$3.31M -59,661 Closed
HI
768
Horizon Investments
North Carolina
-$2.88M -51,953 Closed
HSA
769
Hussman Strategic Advisors
Maryland
-$2.55M -46,000 Closed
MSL
770
Mackay Shields LLC
New York
-$2.33M -42,115 Closed
AWA
771
Aaron Wealth Advisors
Illinois
-$614K -34,021 Closed
NERM
772
New England Research & Management
Illinois
-$1.27M -22,880 Closed
PHK
773
Point72 Hong Kong
Hong Kong
-$797K -14,383 Closed
BCM
774
Bayesian Capital Management
New York
-$625K -11,275 Closed
ACI
775
Alpha Cubed Investments
California
-$621K -11,210 Closed

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.