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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
EE
126
EWG Elevate
California
$6.14M +$460K +8,734 +7%
Squarepoint
127
Squarepoint
New York
$6.06M -$1.2M -22,769 -15%
Voloridge Investment Management
128
Voloridge Investment Management
Florida
$6.04M +$6.52M +123,984 New
ECM
129
ExodusPoint Capital Management
New York
$5.84M +$6.08M +115,452 +2,608%
Natixis Advisors
130
Natixis Advisors
Massachusetts
$5.71M -$537K -10,206 -8%
AAP
131
Ardsley Advisory Partners
Connecticut
$5.6M +$789K +15,000 +15%
ACIM
132
Azimuth Capital Investment Management
Michigan
$5.59M +$6.04M +114,825 New
AB
133
Amalgamated Bank
New York
$5.52M +$400K +7,603 +7%
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$5.46M +$234K +4,454 +4%
Truist Financial
135
Truist Financial
North Carolina
$5.37M -$18.1K -343 -0.3%
BEAM
136
Baker Ellis Asset Management
Washington
$5.24M +$20.5K +390 +0.4%
MFS
137
Mirabella Financial Services
United Kingdom
$5.14M +$5.56M +105,610 New
PAG
138
Private Advisor Group
New Jersey
$4.98M -$81K -1,540 -1%
Daiwa Securities Group
139
Daiwa Securities Group
Japan
$4.97M -$272K -5,169 -5%
SEI Investments
140
SEI Investments
Pennsylvania
$4.94M -$2.81M -53,444 -35%
DekaBank Deutsche Girozentrale
141
DekaBank Deutsche Girozentrale
Germany
$4.94M +$2.37M +44,992 +76%
Royal London Asset Management
142
Royal London Asset Management
United Kingdom
$4.93M +$122K +2,325 +2%
BFG
143
Berger Financial Group
Minnesota
$4.91M -$79.7K -1,514 -1%
M&T Bank
144
M&T Bank
New York
$4.91M +$238K +4,524 +5%
Aberdeen Group
145
Aberdeen Group
United Kingdom
$4.89M +$317K +6,021 +6%
FCMA
146
Foresight Capital Management Advisors
Michigan
$4.83M -$72.5K -1,378 -1%
SLAM
147
Swiss Life Asset Management
$4.77M -$1.43M -27,119 -22%
BC
148
Burney Company
Virginia
$4.7M +$111K +2,101 +2%
AAF
149
Andra AP-fonden
Sweden
$4.7M +$5.08M +96,500 New
Wealthfront Advisers
150
Wealthfront Advisers
California
$4.69M +$24.8K +471 +0.5%

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.