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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
SOMRS
176
State of Michigan Retirement System
Michigan
$3.46M +$10.1K +200 +0.3%
WBC
177
Westpac Banking Corp
Australia
$3.45M -$405K -8,022 -9%
CSS
178
Cubist Systematic Strategies
Connecticut
$3.43M +$2M +39,691 +104%
TC
179
Truvestments Capital
Florida
$3.38M +$177K +3,501 +5%
HC
180
Hourglass Capital
Texas
$3.37M +$1.18M +23,450 +44%
Janus Henderson Group
181
Janus Henderson Group
United Kingdom
$3.36M +$1.93M +38,304 +101%
Comerica Bank
182
Comerica Bank
Texas
$3.33M -$27.3K -541 -0.8%
AAS
183
Avantax Advisory Services
Texas
$3.32M +$226K +4,485 +6%
PAG
184
Private Advisor Group
New Jersey
$3.31M -$1.36M -27,028 -26%
MML Investors Services
185
MML Investors Services
Massachusetts
$3.26M +$660K +13,068 +21%
UIM
186
USS Investment Management
United Kingdom
$3.24M -$727K -14,390 -16%
Teacher Retirement System of Texas
187
Teacher Retirement System of Texas
Texas
$3.22M +$1.27M +25,055 +52%
BRWA
188
B. Riley Wealth Advisors
Florida
$3.21M +$328K +6,497 +10%
Wealthfront Advisers
189
Wealthfront Advisers
California
$3.18M -$1.21M -23,902 -25%
NYLIM
190
New York Life Investment Management
New York
$3.14M +$1.26M +24,959 +54%
ProShare Advisors
191
ProShare Advisors
Maryland
$3.09M -$320K -6,328 -8%
HighTower Advisors
192
HighTower Advisors
Illinois
$3.05M +$178K +3,526 +5%
SSA
193
Schonfeld Strategic Advisors
New York
$2.99M -$51.4K -1,018 -1%
OLA
194
Oliver Luxxe Assets
New Jersey
$2.96M -$1.06K -21 -0%
PGFC
195
Peapack-Gladstone Financial Corp
New Jersey
$2.9M +$320K +6,340 +11%
NI
196
Nepsis Inc
Minnesota
$2.84M +$78.7K +1,558 +2%
ATIA
197
American Trust Investment Advisors
New Hampshire
$2.81M -$522K -10,331 -14%
NAM
198
Nissay Asset Management
Japan
$2.8M +$150K +2,976 +5%
VAM
199
Vert Asset Management
California
$2.77M +$411K +8,140 +15%
CCA
200
Catalyst Capital Advisors
New York
$2.71M -$83.3K -1,650 -3%

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.