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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
Osaic Holdings
101
Osaic Holdings
Arizona
$9.55M +$317K +6,029 +3%
GHAM
102
Gilman Hill Asset Management
Connecticut
$9.09M -$692K -13,156 -7%
SAM
103
Storebrand Asset Management
Norway
$9.09M -$404K -7,672 -4%
SOADOR
104
State of Alaska Department of Revenue
Alaska
$8.91M -$367K -6,975 -4%
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$8.78M -$203K -3,853 -2%
SBIA
106
Sheaff Brock Investment Advisors
Indiana
$8.76M -$723K -13,744 -7%
SIG
107
Sargent Investment Group
Maryland
$8.55M +$34.7K +660 +0.4%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$8.54M +$71.3K +1,355 +0.8%
MA
109
Mutual Advisors
Nebraska
$8.25M +$103K +1,954 +1%
LFDLE
110
La Financiere de L'Echiquier
France
$8.23M +$8.89M +169,003 New
TTWM
111
TCV Trust & Wealth Management
Virginia
$8.07M +$186K +3,531 +2%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$7.98M +$250K +4,752 +3%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$7.93M +$330K +6,270 +4%
Toronto Dominion Bank
114
Toronto Dominion Bank
Ontario, Canada
$7.78M -$31.2K -592 -0.4%
GC
115
Guggenheim Capital
Illinois
$7.74M -$555K -10,539 -6%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.33M -$292K -5,540 -4%
SCA
117
Snowden Capital Advisors
New York
$7.21M -$690K -13,115 -8%
WA
118
WealthTrust Axiom
Pennsylvania
$7.09M -$1.07M -20,411 -12%
CWM
119
CIBC World Markets
New York
$7.05M -$980K -18,618 -11%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$7.04M +$2.74M +52,125 +56%
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$6.7M -$500K -9,494 -6%
Victory Capital Management
122
Victory Capital Management
Texas
$6.67M -$190K -3,618 -3%
AAM
123
AR Asset Management
California
$6.41M
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$6.27M +$1.02M +19,302 +18%
State of Wisconsin Investment Board
125
State of Wisconsin Investment Board
Wisconsin
$6.18M -$398K -7,562 -6%

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.