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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
Zurich Cantonal Bank
76
Zurich Cantonal Bank
Switzerland
$14.3M +$1.69M +32,026 +12%
Mitsubishi UFJ Asset Management
77
Mitsubishi UFJ Asset Management
Japan
$14.3M +$1.1M +20,992 +8%
AHC
78
Adell Harriman & Carpenter
Texas
$14.3M +$522K +9,925 +4%
Allianz Asset Management
79
Allianz Asset Management
Germany
$14.1M -$4.85M -92,096 -24%
Citigroup
80
Citigroup
New York
$13.9M +$822K +15,629 +6%
Retirement Systems of Alabama
81
Retirement Systems of Alabama
Alabama
$13.9M -$168K -3,195 -1%
Swedbank
82
Swedbank
Sweden
$13.9M -$232K -4,403 -2%
Renaissance Technologies
83
Renaissance Technologies
New York
$13.5M +$8.49M +161,400 +139%
William Blair & Company
84
William Blair & Company
Illinois
$13.4M -$188K -3,580 -1%
HSBC Holdings
85
HSBC Holdings
United Kingdom
$12.9M -$105K -2,001 -0.7%
UCFA
86
United Capital Financial Advisors
Texas
$12.8M +$10.2K +194 +0.1%
N
87
Natixis
France
$12.6M -$6.1M -115,979 -31%
CB
88
Commerce Bank
Missouri
$12.5M +$421 +8 +0%
Prudential Financial
89
Prudential Financial
New Jersey
$11.9M -$159K -3,030 -1%
Citadel Advisors
90
Citadel Advisors
Florida
$11.8M +$3.36M +63,873 +36%
Axa
91
Axa
France
$11.8M -$9.09M -172,643 -42%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.6M +$1.21M +22,992 +11%
RJFSA
93
Raymond James Financial Services Advisors
Florida
$11.5M -$2.07M -39,278 -14%
Aviva
94
Aviva
United Kingdom
$11.4M +$6.89M +131,014 +126%
E
95
Ergoteles
New York
$11.4M +$12.4M +234,718 New
BCM
96
Brookstone Capital Management
Illinois
$11.3M +$3.41M +64,875 +39%
HPWA
97
Hall Private Wealth Advisors
North Carolina
$11.3M -$2.25M -42,815 -16%
BCAM
98
Boston Common Asset Management
Massachusetts
$11.3M -$2.59M -49,239 -18%
CGH
99
Crossmark Global Holdings
Texas
$10.9M +$325K +6,183 +3%
Mitsubishi UFJ Trust & Banking
100
Mitsubishi UFJ Trust & Banking
Japan
$9.94M -$3.38M -64,179 -24%

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.