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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
OTL
776
Oak Thistle LLC
New York
-$612K -11,042 Closed
KA
777
Kovack Advisors
Florida
-$601K -10,863 Closed
CA
778
Capitolis Advisors
New York
-$539K -9,723 Closed
NA
779
Navellier & Associates
Nevada
-$528K -9,530 Closed
FFA
780
Founders Financial Alliance
North Carolina
-$526K -9,493 Closed
BHWM
781
Bar Harbor Wealth Management
New Hampshire
-$446K -8,041 Closed
Group One Trading
782
Group One Trading
Illinois
-$412K -7,835 Closed
TSS
783
Two Sigma Securities
New York
-$428K -7,718 Closed
KFA
784
Krane Funds Advisors
New York
-$419K -7,553 Closed
CBB
785
Citizens Business Bank
California
-$410K -7,395 Closed
RMDI
786
R.M. Davis Inc
Maine
-$356K -6,422 Closed
ED
787
Exane Derivatives
France
-$339K -6,122 Closed
LNWTC
788
Laird Norton Wetherby Trust Company
Washington
-$332K -6,000 Closed
BFA
789
Beaumont Financial Advisors
Massachusetts
-$315K -5,678 Closed
BA
790
Bristlecone Advisors
Washington
-$313K -5,642 Closed
BAM
791
Blueshift Asset Management
New Jersey
-$312K -5,626 Closed
FAIM
792
Financial Advocates Investment Management
Washington
-$311K -5,617 Closed
BPA
793
Beacon Pointe Advisors
California
-$301K -5,433 Closed
CI
794
Cigna Investments
Connecticut
-$279K -5,033 Closed
CCP
795
Corient Capital Partners
California
-$258K -4,664 Closed
LWAC
796
Laurel Wealth Advisors (California)
California
-$250K -4,516 Closed
IRF
797
IBM Retirement Fund
New York
-$250K -4,507 Closed
LW
798
Linscomb Wealth
Texas
-$247K -4,454 Closed
IWC
799
Integrated Wealth Concepts
Massachusetts
-$243K -4,386 Closed
BFM
800
Boothbay Fund Management
New York
-$238K -4,290 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.