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Iron Mountain
IRM

Overview Fund Activity

772 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, 268 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+23
Holders Change %
+3.07%
% of All Funds
12.22%
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
268
Closed
55
Calls
$146M
Puts
$117M
Net Calls
+$28.6M
Net Calls Change
+$70.8M

Top Buyers

1
PAMS
1
Pictet Asset Management (Switzerland)
Switzerland
$94.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$224M
3
BTCPP
3
Border to Coast Pensions Partnership
United Kingdom
$57.8M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$40.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$59.3M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.6B
2
Invesco
2
Invesco
Georgia
$113M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$854K
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$21.4M
5
American Century Companies
5
American Century Companies
Missouri
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LP
801
LMR Partners
United Kingdom
– -$256K -4,888 Closed
SS
802
Sunbelt Securities
Texas
– -$202K -4,523 Closed
WANY
803
Wealthspire Advisors (New York)
New York
– -$229K -4,375 Closed
JAM
804
Jupiter Asset Management
United Kingdom
– -$213K -4,062 Closed
WP
805
WealthSource Partners
California
– -$209K -3,991 Closed
MIFH
806
Migdal Insurance & Financial Holdings
Israel
– -$192K -3,658 Closed
TC
807
TAP Consulting
Missouri
– -$158K -3,025 Closed
TCOV
808
Trust Company of Vermont
Vermont
– -$145K -2,770 Closed
MAM
809
Mystic Asset Management
Rhode Island
– -$104K -2,000 Closed
Optiver Holding
810
Optiver Holding
Netherlands
– -$65K -1,505 Closed
SCM
811
Shelton Capital Management
Colorado
– -$72K -1,369 Closed
CA
812
CoreCap Advisors
Michigan
– -$62K -1,175 Closed
Capstone Investment Advisors
813
Capstone Investment Advisors
New York
– -$50K -951 Closed
TH
814
TCTC Holdings
Texas
– -$33K -625 Closed
Loomis, Sayles & Company
815
Loomis, Sayles & Company
Massachusetts
– -$28K -528 Closed
WWM
816
Wagner Wealth Management
South Carolina
– -$26K -500 Closed
LS
817
Leelyn Smith
Illinois
– -$12K -224 Closed
LWCFA
818
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$10K -200 Closed
ETI
819
Enterprise Trust & Investment
California
– -$10K -200 Closed
TCM
820
Tradewinds Capital Management
Washington
– -$8K -150 Closed
WPA
821
West Paces Advisors
Georgia
– -$5.91K -113 Closed
EBA
822
Eagle Bay Advisors
New York
– -$4K -76 Closed
AWA
823
Amplius Wealth Advisors
Pennsylvania
– -$2K -50 Closed
CBT
824
Central Bank & Trust
Kentucky
– -$2K -34 Closed
CAL
825
Capital Advisors Ltd
Ohio
– -$1K -11 Closed
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