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Iron Mountain
IRM

776 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, 272 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 55

24% more call options, than puts

Call options by funds: $146M | Put options by funds: $117M

3% more funds holding

Funds holding: 753 → 776 (+23)

9% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 272

3% more capital invested

Capital invested by funds: $12.1B → $12.4B (+$371M)

2.28% less ownership

Funds ownership: 79.81% → 77.53% (-2.3%)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

Holders
776
Holders Change
+23
Holders Change %
+3.05%
% of All Funds
12.24%
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
272
Closed
55
Calls
$146M
Puts
$117M
Net Calls
+$28.6M
Net Calls Change
+$70.8M

Top Buyers

Rank Fund Capital Flow
1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$72.5M
2
Morgan Stanley
Morgan Stanley
New York
+$56.9M
3
BTCPP
Border to Coast Pensions Partnership
United Kingdom
+$49.8M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$32.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$25.1M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$182M
2
Invesco
Invesco
Georgia
-$108M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$55.9M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$35M
5
American Century Companies
American Century Companies
Missouri
-$28.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
EMG
776
ETF Managers Group
New Jersey
– -$4.65M -88,469 Closed
PFA
777
Peak Financial Advisors
Colorado
– -$4.03M -76,979 Closed
PI
778
PineBridge Investments
New York
– -$3.54M -67,548 Closed
SC
779
Searle & Co
Connecticut
– -$2.37M -45,200 Closed
VEA
780
Virtus ETF Advisers
New York
– -$2.3M -43,963 Closed
RWA
781
Roberts Wealth Advisors
California
– -$2.12M -40,424 Closed
JG
782
Jefferies Group
New York
– -$1.81M -34,500 Closed
RIM
783
Redwood Investment Management
Arizona
– -$1.75M -33,486 Closed
CM
784
Churchill Management
California
– -$1.65M -31,559 Closed
CIP
785
Convergence Investment Partners
Florida
– -$1.42M -27,059 Closed
BC
786
Brookfield Corp
Ontario, Canada
– -$1.31M -25,113 Closed
TIM
787
Thompson Investment Management
Wisconsin
– -$1.26M -24,169 Closed
PAMP
788
Polar Asset Management Partners
Ontario, Canada
– -$1.21M -23,038 Closed
SC
789
Slow Capital
California
– -$1.06M -20,244 Closed
Twin Tree Management
790
Twin Tree Management
Texas
– -$873K -18,330 Closed
QIM
791
Quantitative Investment Management
Virginia
– -$797K -15,237 Closed
O
792
Ossiam
France
– -$747K -14,278 Closed
SCA
793
SMH Capital Advisors
Texas
– -$732K -13,986 Closed
PP
794
Paloma Partners
Connecticut
– -$503K -9,610 Closed
Assenagon Asset Management
795
Assenagon Asset Management
Luxembourg
– -$439K -8,382 Closed
DA
796
DCM Advisors
New York
– -$424K -8,108 Closed
FP
797
Fiduciary Planning
Florida
– -$410K -7,828 Closed
Parallax Volatility Advisers
798
Parallax Volatility Advisers
California
– -$387K -7,386 Closed
UWPG
799
Ullmann Wealth Partners Group
Florida
– -$349K -6,666 Closed
ECM
800
Everence Capital Management
Indiana
– -$330K -6,300 Closed
30 31
32
33 34

IRM Hedge Fund Activity: Q1 2022 in Review

776 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q1 2022, worth a combined $12.4B — up 3.1% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new IRM positions and 55 closed out — a net gain of 34 holders — while 296 added to existing stakes and 272 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $72.5M. The largest seller was Capital World Investors, cutting an estimated $182M.

  • 776 institutional investors held Iron Mountain (IRM) as of Q1 2022, up from 753 in Q4 2021.
  • Funds reported $12.4B of Iron Mountain stock for Q1 2022, up 3.1% quarter-over-quarter.
  • 89 funds opened new Iron Mountain positions in Q1 2022 and 55 closed out, a net change of +34 holders.
  • The largest Iron Mountain buyer in Q1 2022 was Pictet Asset Management (Switzerland), an estimated $72.5M added.
  • The largest Iron Mountain seller in Q1 2022 was Capital World Investors, an estimated $182M sold.

Based on aggregated 13F filings for Q1 2022.