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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 %
CMP
776
Coston McIsaac & Partners
Maine
$8 – +2 +1%
ECM
777
ExodusPoint Capital Management
New York
– -$13.1M -298,516 Closed
N
778
Natixis
France
– -$5.73M -130,211 Closed
ACM
779
AlphaCrest Capital Management
New York
– -$2.19M -49,741 Closed
HI
780
Horizon Investments
North Carolina
– -$1.32M -29,991 Closed
TPM
781
Triasima Portfolio Management
Quebec, Canada
– -$1.25M -28,470 Closed
FWM
782
Foresight Wealth Management
Utah
– -$1.25M -28,429 Closed
YIH
783
Y-Intercept (HK)
Hong Kong
– -$1.18M -26,748 Closed
AI
784
AdvisorShares Investments
Maryland
– -$841K -19,138 Closed
FAIM
785
Financial Advocates Investment Management
Washington
– -$204K -18,386 Closed
CIM
786
Chiron Investment Management
New York
– -$524K -11,908 Closed
BC
787
Brookfield Corp
Ontario, Canada
– -$418K -9,512 Closed
GCP
788
GSA Capital Partners
United Kingdom
– -$362K -8,240 Closed
BSG
789
Black Swift Group
Colorado
– -$350K -7,975 Closed
ASFA
790
All Season Financial Advisors
Colorado
– -$317K -7,218 Closed
WAM
791
Wakefield Asset Management
Colorado
– -$288K -6,560 Closed
MM
792
MQS Management
New York
– -$269K -6,117 Closed
DT
793
Diversified Trust
Tennessee
– -$261K -5,945 Closed
SS
794
Sunbelt Securities
Texas
– -$244K -5,550 Closed
Verition Fund Management
795
Verition Fund Management
Connecticut
– -$227K -5,154 Closed
BCM
796
Bluefin Capital Management
New York
– -$211K -4,800 Closed
ICG
797
InterOcean Capital Group
Tennessee
– -$205K -4,673 Closed
SWM
798
Selective Wealth Management
Virginia
– -$165K -3,746 Closed
GWSG
799
GPS Wealth Strategies Group
Colorado
– -$48K -1,095 Closed
HR
800
Howe & Rusling
New York
– -$35K -804 Closed
29 30 31
32
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