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Iron Mountain
IRM

Overview Fund Activity

777 hedge funds and large institutions have $11.5B invested in Iron Mountain in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 299 increasing their positions, 250 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
+39
Holders Change %
+5.28%
% of All Funds
12.54%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
93
Increased
299
Reduced
250
Closed
39
Calls
$159M
Puts
$86.1M
Net Calls
+$72.8M
Net Calls Change
-$36.2M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$351M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$71.4M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$61.7M
4
Capital World Investors
4
Capital World Investors
California
$1.27B
5
Northern Trust
5
Northern Trust
Illinois
$186M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$5K
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$29M
3
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$180M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$129M
5
Handelsbanken Fonder
5
Handelsbanken Fonder
Sweden
$4.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
126
WealthTrust Axiom
Pennsylvania
$6.98M -$176K -3,524 -2%
SCA
127
Snowden Capital Advisors
New York
$6.9M -$202K -4,053 -3%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$6.89M +$5.59M +112,078 +427%
AAM
129
AR Asset Management
California
$6.56M – – –
EE
130
EWG Elevate
California
$6.54M +$178K +3,565 +3%
Natixis Advisors
131
Natixis Advisors
Massachusetts
$6.48M +$235K +4,710 +4%
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$6.45M -$51.3K -1,030 -0.8%
CWM
133
CIBC World Markets
New York
$6.38M +$227K +4,544 +4%
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$6.07M +$162K +3,255 +3%
ACM
135
AEW Capital Management
Massachusetts
$6.06M +$6.06M +121,630 New
D.E. Shaw & Co
136
D.E. Shaw & Co
New York
$5.97M +$5.14M +103,193 +620%
JHP
137
James Hambro & Partners
United Kingdom
$5.94M +$3.48M +69,810 +141%
SEI Investments
138
SEI Investments
Pennsylvania
$5.87M -$646K -12,947 -10%
CAN
139
Cetera Advisor Networks
California
$5.69M +$676K +13,560 +13%
State of Wisconsin Investment Board
140
State of Wisconsin Investment Board
Wisconsin
$5.45M +$605K +12,130 +12%
AB
141
Amalgamated Bank
New York
$5.44M +$97.7K +1,960 +2%
EAM
142
Erste Asset Management
Austria
$5.37M +$510K +10,200 +10%
ACIM
143
Azimuth Capital Investment Management
Michigan
$5.33M -$119K -2,395 -2%
Victory Capital Management
144
Victory Capital Management
Texas
$5.32M -$1.77M -35,481 -25%
BFG
145
Berger Financial Group
Minnesota
$5.19M +$95.6K +1,918 +2%
KOCAA
146
Knights of Columbus Asset Advisors
Connecticut
$5.15M +$5.15M +103,219 New
Daiwa Securities Group
147
Daiwa Securities Group
Japan
$5.11M -$3.84K -77 -0.1%
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$5.09M -$5.04M -101,140 -50%
Royal London Asset Management
149
Royal London Asset Management
United Kingdom
$5.04M – – –
M&T Bank
150
M&T Bank
New York
$5.01M -$21.8K -437 -0.4%
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