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

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$5K
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$29M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$180M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$129M
5
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$4.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
176
Woodstock Corp
Massachusetts
$3.85M -$74.9K -1,502 -2%
BC
177
Burney Company
Virginia
$3.83M -$989K -19,834 -21%
HC
178
Hourglass Capital
Texas
$3.83M +$2.49K +50 +0.1%
SSA
179
Schonfeld Strategic Advisors
New York
$3.8M +$404K +8,104 +12%
Truist Financial
180
Truist Financial
North Carolina
$3.73M -$1.16M -23,278 -24%
AAM
181
Advisors Asset Management
Colorado
$3.63M +$842K +16,892 +30%
Comerica Bank
182
Comerica Bank
Texas
$3.62M -$24.7K -473 -0.7%
ProShare Advisors
183
ProShare Advisors
Maryland
$3.59M +$87.2K +1,750 +2%
Cetera Investment Advisers
184
Cetera Investment Advisers
Illinois
$3.58M +$1.81M +36,254 +102%
Wealthfront Advisers
185
Wealthfront Advisers
California
$3.48M -$128K -2,569 -4%
NIA
186
NIA Impact Advisors
California
$3.42M +$3.42M +68,518 New
BRWA
187
B. Riley Wealth Advisors
Florida
$3.37M -$314K -6,240 -9%
NWM
188
NEIRG Wealth Management
Massachusetts
$3.36M +$349K +7,005 +12%
OLA
189
Oliver Luxxe Assets
New Jersey
$3.35M – – –
Public Sector Pension Investment Board (PSP Investments)
190
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.35M +$691K +13,867 +26%
FAF
191
Fjarde Ap-fonden
Sweden
$3.33M -$1.26M -25,300 -27%
VAM
192
Vert Asset Management
California
$3.27M +$128K +2,565 +4%
NI
193
Nepsis Inc
Minnesota
$3.25M +$36.9K +741 +1%
PGFC
194
Peapack-Gladstone Financial Corp
New Jersey
$3.24M -$47.5K -952 -1%
HighTower Advisors
195
HighTower Advisors
Illinois
$3.21M -$249K -4,992 -7%
TC
196
Truvestments Capital
Florida
$3.2M -$624K -12,518 -16%
ATIA
197
American Trust Investment Advisors
New Hampshire
$3.19M +$12.7K +255 +0.4%
SMDAM
198
Sumitomo Mitsui DS Asset Management
Japan
$3.16M +$97.4K +1,953 +3%
NAM
199
Nissay Asset Management
Japan
$3.13M -$46.8K -939 -1%
VRM
200
Vectors Research Management
New York
$3.12M +$122K +2,450 +4%
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