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Iron Mountain
IRM

Overview Fund Activity

777 hedge funds and large institutions have $11.5B invested in Iron Mountain in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 299 increasing their positions, 250 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
+39
Holders Change %
+5.28%
% of All Funds
12.54%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
93
Increased
299
Reduced
250
Closed
39
Calls
$159M
Puts
$86.1M
Net Calls
+$72.8M
Net Calls Change
-$36.2M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$351M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$71.4M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$61.7M
4
Capital World Investors
Capital World Investors
California
$1.27B
5
Northern Trust
Northern Trust
Illinois
$186M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$5K
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$29M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$180M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$129M
5
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$4.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
751
MV Capital Management
Maryland
$3.79K +$150 +3 +4%
BCWM
752
Bartlett & Co Wealth Management
Ohio
$3.53K – – –
QL
753
Quarry LP
New York
$3.19K +$3.19K +64 New
DFCM
754
Dark Forest Capital Management
Puerto Rico
$2.49K +$2.49K +50 New
IAA
755
Independent Advisor Alliance
North Carolina
$2.43K +$44 +877 +2%
SSB
756
Sandy Spring Bank
Maryland
$2.29K +$50 +1 +2%
MPCL
757
My Personal CFO LLC
Washington
$2.19K +$2.19K +44 New
HCM
758
Hollencrest Capital Management
California
$2.19K +$2.19K +44 New
KFS
759
Kelly Financial Services
Massachusetts
$1.8K – – –
TCA
760
Trifecta Capital Advisors
Illinois
$1.35K +$1.35K +27 New
CWP
761
Concord Wealth Partners
Virginia
$1.1K +$1.1K +22 New
CI Investments Inc
762
CI Investments Inc
Ontario, Canada
$1K -$158K -2,525 -99%
CAL
763
Capital Advisors Ltd
Ohio
$1K -$3.5K -70 -78%
EBA
764
Eagle Bay Advisors
New York
$997 – – –
MSCM
765
McElhenny Sheffield Capital Management
Texas
$997 +$997 +20 New
JWM
766
Janiczek Wealth Management
Colorado
$991 – – –
BAAM
767
Baker Avenue Asset Management
California
$847 +$847 +17 New
VCM
768
Versant Capital Management
Arizona
$798 – – –
FGAM
769
Financial Gravity Asset Management
Texas
$677 -$8.86K -654 -93%
GI
770
Gradient Investments
Minnesota
$499 +$499 +10 New
NC
771
NewSquare Capital
Pennsylvania
$499 +$499 +10 New
ECM
772
Everence Capital Management
Indiana
$432 +$432 +8,670 New
FCA
773
Fortis Capital Advisors
Kansas
$199 +$199 +4 New
KFI
774
Key Financial Inc
Pennsylvania
$44 – – –
WIM
775
Westside Investment Management
California
$12 – – –
29 30
31
32 33