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Iron Mountain
IRM

Overview Fund Activity

738 hedge funds and large institutions have $9.96B invested in Iron Mountain in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 288 increasing their positions, 253 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
-23
Holders Change %
-3.02%
% of All Funds
12.76%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
64
Increased
288
Reduced
253
Closed
72
Calls
$151M
Puts
$42.1M
Net Calls
+$109M
Net Calls Change
+$71.2M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$177M
2
Invesco
Invesco
Georgia
$174M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$177M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$38.1M
5
AII
AGF Investments Inc
Ontario, Canada
$39.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.09B
2
LSV Asset Management
LSV Asset Management
Illinois
$53.8M
3
Norges Bank
Norges Bank
Norway
$79.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Millennium Management
Millennium Management
New York
$13.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
776
Balentine LLC
Georgia
– -$235K -4,820 Closed
AFWM
777
AMJ Financial Wealth Management
Virginia
– -$229K -4,706 Closed
TW
778
TrinityPoint Wealth
Connecticut
– -$227K -4,664 Closed
WG
779
Welch Group
Alabama
– -$221K -4,531 Closed
BFS
780
Bradley Foster & Sargent
Connecticut
– -$219K -4,504 Closed
VI
781
Versor Investments
New York
– -$216K -4,439 Closed
IAIM
782
International Assets Investment Management
Florida
– -$216 -4,436 Closed
FTDI
783
First Trust Direct Indexing
Massachusetts
– -$216K -4,435 Closed
TL
784
Tradewinds LLC
North Carolina
– -$214K -4,398 Closed
HWM
785
HB Wealth Management
Georgia
– -$212K -4,360 Closed
XF
786
XML Financial
Maryland
– -$209K -4,294 Closed
BCI
787
Brinker Capital Investments
Pennsylvania
– -$209K -4,289 Closed
MGP
788
Metis Global Partners
California
– -$207K -4,270 Closed
CBOR
789
Community Bank of Raymore
Missouri
– -$207K -4,250 Closed
PFGIA
790
Patriot Financial Group Insurance Agency
Massachusetts
– -$170K -3,490 Closed
CA
791
CoreCap Advisors
Michigan
– -$129K -2,658 Closed
AW
792
ACG Wealth
Georgia
– -$127K -2,602 Closed
COCM
793
Charter Oak Capital Management
New Hampshire
– -$126K -2,590 Closed
Federated Hermes
794
Federated Hermes
Pennsylvania
– -$79K -1,612 Closed
PFS
795
Prospera Financial Services
Texas
– -$69K -1,408 Closed
CI
796
CX Institutional
Indiana
– -$33K -682 Closed
HDIM
797
Hanson & Doremus Investment Management
Vermont
– -$30K -625 Closed
AIL
798
AGF Investments LLC
Ontario, Canada
– -$30K -612 Closed
LF
799
Lee Financial
Texas
– -$28K -565 Closed
WWM
800
Wagner Wealth Management
South Carolina
– -$24K -500 Closed
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