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Iron Mountain
IRM

Overview Fund Activity

761 hedge funds and large institutions have $10.9B invested in Iron Mountain in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
-11
Holders Change %
-1.42%
% of All Funds
12.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
78
Increased
299
Reduced
256
Closed
73
Calls
$133M
Puts
$95.3M
Net Calls
+$37.8M
Net Calls Change
+$9.25M

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$140M
2
Morgan Stanley
Morgan Stanley
New York
$228M
3
Millennium Management
Millennium Management
New York
$35.5M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$30M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$59M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.85M
2
Northern Trust
Northern Trust
Illinois
$163M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.32B
4
LSV Asset Management
LSV Asset Management
Illinois
$100M
5
Norges Bank
Norges Bank
Norway
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
801
Laurion Capital Management
New York
– -$227K -4,100 Closed
AG
802
Ascent Group
Virginia
– -$224K -4,051 Closed
MIM
803
Marco Investment Management
Georgia
– -$222K -4,000 Closed
MMHP
804
Murphy Middleton Hinkle & Parker
Georgia
– -$222K -4,000 Closed
PNC
805
Park National Corp
Ohio
– -$216K -3,905 Closed
AWM
806
Aevitas Wealth Management
Massachusetts
– -$216K -3,894 Closed
CT
807
Coastline Trust
Rhode Island
– -$211K -3,821 Closed
XWM
808
Xcel Wealth Management
Florida
– -$206K -3,725 Closed
AA
809
Aire Advisors
California
– -$206K -3,719 Closed
SAM
810
Seelaus Asset Management
New Jersey
– -$205K -3,700 Closed
AA
811
Apriem Advisors
California
– -$205K -3,700 Closed
GG
812
Gofen & Glossberg
Illinois
– -$205K -3,691 Closed
IF
813
IRON Financial
Illinois
– -$204K -3,681 Closed
MCC
814
Money Concepts Capital
Florida
– -$178K -3,214 Closed
Simplex Trading
815
Simplex Trading
Illinois
– -$145K -2,633 Closed
CP
816
Castleview Partners
Texas
– -$110K -2,000 Closed
BFC
817
Bedel Financial Consulting
Indiana
– -$71K -1,275 Closed
CSIA
818
Carl Stuart Investment Advisor
Texas
– -$673K -1,215 Closed
PGAM
819
Princeton Global Asset Management
New Jersey
– -$66K -1,191 Closed
T
820
TCWP
Ohio
– -$36K -650 Closed
FAG
821
Fortitude Advisory Group
Washington
– -$32K -572 Closed
CP
822
Corbenic Partners
Pennsylvania
– -$29K -514 Closed
RFWA
823
RPg Family Wealth Advisory
Massachusetts
– -$17.4K -310 Closed
GEA
824
Glen Eagle Advisors
New Jersey
– -$11.1K -200 Closed
DAC
825
Dividend Assets Capital
South Carolina
– -$11K -200 Closed
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