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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
GLA
801
Good Life Advisors
Pennsylvania
-$237K -4,282 Closed
FCH
802
Freestone Capital Holdings
Washington
-$235K -4,250 Closed
GIM
803
Guild Investment Management
California
-$235K -4,236 Closed
WTB
804
Washington Trust Bank
Washington
-$231K -4,164 Closed
VHAM
805
Van Hulzen Asset Management
California
-$230K -4,150 Closed
LCM
806
Laurion Capital Management
New York
-$227K -4,100 Closed
AG
807
Ascent Group
Virginia
-$224K -4,051 Closed
MIM
808
Marco Investment Management
Georgia
-$222K -4,000 Closed
MMHP
809
Murphy Middleton Hinkle & Parker
Georgia
-$222K -4,000 Closed
NFG
810
Norris Financial Group
South Carolina
-$220K -3,966 Closed
PNC
811
Park National Corp
Ohio
-$216K -3,905 Closed
AWM
812
Aevitas Wealth Management
Massachusetts
-$216K -3,894 Closed
CT
813
Coastline Trust
Rhode Island
-$211K -3,821 Closed
XWM
814
Xcel Wealth Management
Florida
-$206K -3,725 Closed
AA
815
Aire Advisors
California
-$206K -3,719 Closed
AA
816
Apriem Advisors
California
-$205K -3,700 Closed
SAM
817
Seelaus Asset Management
New Jersey
-$205K -3,700 Closed
GG
818
Gofen & Glossberg
Illinois
-$205K -3,691 Closed
IF
819
IRON Financial
Illinois
-$204K -3,681 Closed
MCC
820
Money Concepts Capital
Florida
-$178K -3,214 Closed
Simplex Trading
821
Simplex Trading
Illinois
-$139K -2,633 Closed
CP
822
Castleview Partners
Texas
-$110K -2,000 Closed
BFC
823
Bedel Financial Consulting
Indiana
-$71K -1,275 Closed
CSIA
824
Carl Stuart Investment Advisor
Texas
-$673K -1,215 Closed
PGAM
825
Princeton Global Asset Management
New Jersey
-$66K -1,191 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.