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Iron Mountain

742 hedge funds and large institutions have $9.97B invested in Iron Mountain in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 290 increasing their positions, 255 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $151M | Put options by funds: $42.1M

14% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 255

0.99% more ownership

Funds ownership: 77.14%78.13% (+0.99%)

3% less funds holding

Funds holding: 765742 (-23)

8% less capital invested

Capital invested by funds: $10.9B → $9.97B (-$922M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

11% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 72

Holders
742
Holders Change
-23
Holders Change %
-3.01%
% of All Funds
12.78%
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
290
Reduced
255
Closed
72
Calls
$151M
Puts
$42.1M
Net Calls
+$109M
Net Calls Change
+$71.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CWG
776
Crown Wealth Group
North Carolina
-$251K -5,150 Closed
QCIG
777
Quad-Cities Investment Group
Iowa
-$239K -4,906 Closed
APP
778
Alpha Paradigm Partners
Illinois
-$238K -4,880 Closed
BJL
779
Brighton Jones LLC
Washington
-$236K -4,839 Closed
BL
780
Balentine LLC
Georgia
-$235K -4,820 Closed
AFWM
781
AMJ Financial Wealth Management
Virginia
-$229K -4,706 Closed
TW
782
TrinityPoint Wealth
Connecticut
-$227K -4,664 Closed
WG
783
Welch Group
Alabama
-$221K -4,531 Closed
BFS
784
Bradley Foster & Sargent
Connecticut
-$219K -4,504 Closed
VI
785
Versor Investments
New York
-$216K -4,439 Closed
IAIM
786
International Assets Investment Management
Florida
-$216 -4,436 Closed
FTDI
787
First Trust Direct Indexing
Massachusetts
-$216K -4,435 Closed
TL
788
Tradewinds LLC
North Carolina
-$214K -4,398 Closed
HWM
789
HB Wealth Management
Georgia
-$212K -4,360 Closed
XF
790
XML Financial
Maryland
-$209K -4,294 Closed
BCI
791
Brinker Capital Investments
Pennsylvania
-$209K -4,289 Closed
MGP
792
Metis Global Partners
California
-$207K -4,270 Closed
CBOR
793
Community Bank of Raymore
Missouri
-$207K -4,250 Closed
PFGIA
794
Patriot Financial Group Insurance Agency
Massachusetts
-$170K -3,490 Closed
CA
795
CoreCap Advisors
Michigan
-$129K -2,658 Closed
AW
796
ACG Wealth
Georgia
-$127K -2,602 Closed
COCM
797
Charter Oak Capital Management
New Hampshire
-$126K -2,590 Closed
Federated Hermes
798
Federated Hermes
Pennsylvania
-$79K -1,612 Closed
PFS
799
Prospera Financial Services
Texas
-$69K -1,408 Closed
CI
800
CX Institutional
Indiana
-$33K -682 Closed

IRM Hedge Fund Activity: Q3 2022 in Review

742 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2022, worth a combined $9.97B — down 8.5% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of IRM and 64 opened new positions — a net loss of 8 holders — while 255 trimmed existing stakes and 290 added.

The largest buyer was Deutsche Bank, adding an estimated $113M. The largest seller was Capital World Investors, cutting an estimated $213M.

  • 742 institutional investors held Iron Mountain (IRM) as of Q3 2022, down from 765 in Q2 2022.
  • Funds reported $9.97B of Iron Mountain stock for Q3 2022, down 8.5% quarter-over-quarter.
  • 64 funds opened new Iron Mountain positions in Q3 2022 and 72 closed out, a net change of -8 holders.
  • The largest Iron Mountain buyer in Q3 2022 was Deutsche Bank, an estimated $113M added.
  • The largest Iron Mountain seller in Q3 2022 was Capital World Investors, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2022.