IRM icon

Iron Mountain
IRM

Overview Fund Activity

761 hedge funds and large institutions have $10.9B invested in Iron Mountain in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
-11
Holders Change %
-1.42%
% of All Funds
12.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
78
Increased
299
Reduced
256
Closed
73
Calls
$133M
Puts
$95.3M
Net Calls
+$37.8M
Net Calls Change
+$9.25M

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$140M
2
Morgan Stanley
Morgan Stanley
New York
$228M
3
Millennium Management
Millennium Management
New York
$35.5M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$30M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$59M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.85M
2
Northern Trust
Northern Trust
Illinois
$163M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.32B
4
LSV Asset Management
LSV Asset Management
Illinois
$100M
5
Norges Bank
Norges Bank
Norway
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
176
Avantax Advisory Services
Texas
$3.45M +$197K +4,046 +6%
SSA
177
Schonfeld Strategic Advisors
New York
$3.36M +$3.36M +69,057 New
EP
178
Edgestream Partners
New Jersey
$3.36M +$2.28M +46,800 +211%
Ensign Peak Advisors
179
Ensign Peak Advisors
Utah
$3.35M -$294K -6,032 -8%
CA
180
Cetera Advisors
Colorado
$3.34M +$96.2K +1,975 +3%
OLA
181
Oliver Luxxe Assets
New Jersey
$3.28M +$1.02K +21 +0%
Comerica Bank
182
Comerica Bank
Texas
$3.26M -$31.8K -685 -1%
BRWA
183
B. Riley Wealth Advisors
Florida
$3.24M -$514K -10,561 -14%
HighTower Advisors
184
HighTower Advisors
Illinois
$3.21M -$51.4K -1,056 -2%
CPC
185
Consolidated Planning Corp
Georgia
$3.21M +$3.21M +65,831 New
CCA
186
Catalyst Capital Advisors
New York
$3.09M -$202K -4,150 -6%
NI
187
Nepsis Inc
Minnesota
$3.07M +$246K +5,052 +9%
VRM
188
Vectors Research Management
New York
$3.04M -$67.6K -1,389 -2%
Franklin Resources
189
Franklin Resources
California
$2.99M -$298K -6,116 -9%
MML Investors Services
190
MML Investors Services
Massachusetts
$2.98M +$121K +2,493 +4%
NAM
191
Nissay Asset Management
Japan
$2.96M +$14.8K +305 +0.5%
HC
192
HNP Capital
New York
$2.94M -$51.6K -1,060 -2%
SG Americas Securities
193
SG Americas Securities
New York
$2.91M +$2.51M +51,478 +628%
GSC
194
G&S Capital
Colorado
$2.91M +$74.2K +1,523 +3%
PGFC
195
Peapack-Gladstone Financial Corp
New Jersey
$2.9M -$40.6K -835 -1%
BA
196
Bridgewater Associates
Connecticut
$2.78M +$407K +8,360 +17%
FWM
197
Frontier Wealth Management
Missouri
$2.77M +$2.77M +56,951 New
Thrivent Financial for Lutherans
198
Thrivent Financial for Lutherans
Minnesota
$2.73M +$382K +7,854 +16%
OPERF
199
Oregon Public Employees Retirement Fund
Oregon
$2.7M -$1.53M -31,346 -36%
YCM
200
Yousif Capital Management
Michigan
$2.69M -$142K -2,925 -5%
6 7
8
9 10