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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
ATIA
176
American Trust Investment Advisors
New Hampshire
$3.61M +$9.47K +180 +0.2%
TC
177
Truvestments Capital
Florida
$3.57M +$72.8K +1,384 +2%
AAS
178
Avantax Advisory Services
Texas
$3.45M +$213K +4,046 +6%
SSA
179
Schonfeld Strategic Advisors
New York
$3.36M +$3.63M +69,057 New
EP
180
Edgestream Partners
New Jersey
$3.36M +$2.46M +46,800 +211%
Ensign Peak Advisors
181
Ensign Peak Advisors
Utah
$3.35M -$317K -6,032 -8%
CA
182
Cetera Advisors
Colorado
$3.34M +$104K +1,975 +3%
OLA
183
Oliver Luxxe Assets
New Jersey
$3.27M +$1.1K +21 +0%
Comerica Bank
184
Comerica Bank
Texas
$3.26M -$36K -685 -1%
BRWA
185
B. Riley Wealth Advisors
Florida
$3.24M -$556K -10,561 -14%
HighTower Advisors
186
HighTower Advisors
Illinois
$3.21M -$55.6K -1,056 -2%
CPC
187
Consolidated Planning Corp
Georgia
$3.21M +$3.46M +65,831 New
CCA
188
Catalyst Capital Advisors
New York
$3.08M -$218K -4,150 -6%
NI
189
Nepsis Inc
Minnesota
$3.06M +$266K +5,052 +9%
VRM
190
Vectors Research Management
New York
$3.04M -$73.1K -1,389 -2%
Franklin Resources
191
Franklin Resources
California
$2.99M -$322K -6,116 -9%
MML Investors Services
192
MML Investors Services
Massachusetts
$2.98M +$131K +2,493 +4%
NAM
193
Nissay Asset Management
Japan
$2.96M +$16.1K +305 +0.5%
HC
194
HNP Capital
New York
$2.94M -$55.8K -1,060 -2%
SG Americas Securities
195
SG Americas Securities
New York
$2.91M +$2.71M +51,478 +628%
GSC
196
G&S Capital
Colorado
$2.9M +$80.1K +1,523 +3%
PGFC
197
Peapack-Gladstone Financial Corp
New Jersey
$2.9M -$43.9K -835 -1%
BA
198
Bridgewater Associates
Connecticut
$2.78M +$440K +8,360 +17%
FWM
199
Frontier Wealth Management
Missouri
$2.77M +$3M +56,951 New
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$2.73M +$413K +7,854 +16%

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.