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Iron Mountain

742 hedge funds and large institutions have $9.97B invested in Iron Mountain in 2022 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 290 increasing their positions, 255 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $151M | Put options by funds: $42.1M

14% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 255

0.99% more ownership

Funds ownership: 77.14%78.13% (+0.99%)

3% less funds holding

Funds holding: 765742 (-23)

8% less capital invested

Capital invested by funds: $10.9B → $9.97B (-$922M)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

11% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 72

Holders
742
Holders Change
-23
Holders Change %
-3.01%
% of All Funds
12.78%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
64
Increased
290
Reduced
255
Closed
72
Calls
$151M
Puts
$42.1M
Net Calls
+$109M
Net Calls Change
+$71.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UBV
76
United Bank (Virginia)
Virginia
$14.4M +$8.74K +173 +0.1%
Mitsubishi UFJ Asset Management
77
Mitsubishi UFJ Asset Management
Japan
$14.1M +$1.38M +27,416 +9%
Canada Life
78
Canada Life
Manitoba, Canada
$14M +$150K +2,962 +0.9%
TD Asset Management
79
TD Asset Management
Ontario, Canada
$14M +$308K +6,092 +2%
Allianz Asset Management
80
Allianz Asset Management
Germany
$13.9M +$1.37M +27,040 +9%
AHC
81
Adell Harriman & Carpenter
Texas
$13.5M +$712K +14,095 +5%
Axa
82
Axa
France
$13.5M +$3.31M +65,625 +27%
SO
83
STRS Ohio
Ohio
$13.4M -$1.61M -31,855 -9%
Millennium Management
84
Millennium Management
New York
$13.3M -$21.5M -426,331 -58%
ECM
85
ExodusPoint Capital Management
New York
$13.1M +$9.02M +178,637 +149%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$13M -$328K -6,500 -2%
Swedbank
87
Swedbank
Sweden
$13M +$485K +9,609 +3%
Aviva
88
Aviva
United Kingdom
$12.7M +$2.76M +54,733 +23%
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$12.3M -$356K -7,052 -2%
Marshall Wace
90
Marshall Wace
United Kingdom
$12.1M +$13.9M +274,271 New
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$11.6M +$13.3M +263,713 New
HSBC Holdings
92
HSBC Holdings
United Kingdom
$11.4M -$327K -6,485 -2%
CB
93
Commerce Bank
Missouri
$11.3M +$13.9K +276 +0.1%
BCM
94
Brookstone Capital Management
Illinois
$11.2M +$723K +14,317 +6%
HPWA
95
Hall Private Wealth Advisors
North Carolina
$10.8M +$766K +15,172 +7%
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$10.7M +$1.99M +39,406 +19%
UCFA
97
United Capital Financial Advisors
Texas
$10.5M -$1.31M -26,032 -10%
CGH
98
Crossmark Global Holdings
Texas
$9.91M +$38.1K +754 +0.3%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$9.85M -$608K -12,032 -5%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.68M -$904K -17,908 -8%

IRM Hedge Fund Activity: Q3 2022 in Review

742 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Iron Mountain (IRM) for Q3 2022, worth a combined $9.97B — down 8.5% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of IRM and 64 opened new positions — a net loss of 8 holders — while 255 trimmed existing stakes and 290 added.

The largest buyer was Deutsche Bank, adding an estimated $113M. The largest seller was Capital World Investors, cutting an estimated $213M.

  • 742 institutional investors held Iron Mountain (IRM) as of Q3 2022, down from 765 in Q2 2022.
  • Funds reported $9.97B of Iron Mountain stock for Q3 2022, down 8.5% quarter-over-quarter.
  • 64 funds opened new Iron Mountain positions in Q3 2022 and 72 closed out, a net change of -8 holders.
  • The largest Iron Mountain buyer in Q3 2022 was Deutsche Bank, an estimated $113M added.
  • The largest Iron Mountain seller in Q3 2022 was Capital World Investors, an estimated $213M sold.

Based on aggregated 13F filings for Q3 2022.