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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
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$8.94M -$4.58M -90,661 -31%
GHAM
102
Gilman Hill Asset Management
Connecticut
$8.9M +$793K +15,704 +8%
CCM
103
Cinctive Capital Management
New York
$8.81M +$7.51M +148,682 +287%
Robeco Institutional Asset Management
104
Robeco Institutional Asset Management
Netherlands
$8.81M +$5.59M +110,720 +123%
SIG
105
Sargent Investment Group
Maryland
$8.36M +$301K +5,965 +3%
Citadel Advisors
106
Citadel Advisors
Florida
$8.31M -$2.75M -54,421 -22%
Korea Investment Corp
107
Korea Investment Corp
South Korea
$8.3M +$5.02M +99,501 +112%
SFI
108
Susquehanna Fundamental Investments
Pennsylvania
$8.23M +$9.45M +187,118 New
LFDLE
109
La Financiere de L'Echiquier
France
$8.18M +$864K +17,100 +10%
SAM
110
Storebrand Asset Management
Norway
$8.17M -$42.4K -840 -0.5%
SOADOR
111
State of Alaska Department of Revenue
Alaska
$8.14M +$101K +1,992 +1%
Commonwealth Equity Services
112
Commonwealth Equity Services
Massachusetts
$8.11M +$206K +4,085 +2%
First Trust Advisors
113
First Trust Advisors
Illinois
$8.03M -$6.01M -119,022 -39%
GC
114
Guggenheim Capital
Illinois
$7.89M +$1.04M +20,585 +13%
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$7.8M +$102K +2,024 +1%
SBIA
116
Sheaff Brock Investment Advisors
Indiana
$7.71M -$235K -4,654 -3%
TTWM
117
TCV Trust & Wealth Management
Virginia
$7.51M +$248K +4,920 +3%
Osaic Holdings
118
Osaic Holdings
Arizona
$7.48M -$1.31M -25,996 -13%
MA
119
Mutual Advisors
Nebraska
$7.37M -$101K -1,991 -1%
State of New Jersey Common Pension Fund D
120
State of New Jersey Common Pension Fund D
New Jersey
$7.21M
Toronto Dominion Bank
121
Toronto Dominion Bank
Ontario, Canada
$6.79M -$260K -5,140 -3%
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.68M +$69.9K +1,384 +0.9%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$6.45M -$762K -15,087 -9%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$6.43M +$434K +8,594 +6%
AAP
125
Ardsley Advisory Partners
Connecticut
$6.38M +$1.51M +30,000 +26%

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.