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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
OPERF
201
Oregon Public Employees Retirement Fund
Oregon
$2.7M -$1.65M -31,346 -36%
YCM
202
Yousif Capital Management
Michigan
$2.69M -$154K -2,925 -5%
HF
203
HRT Financial
New York
$2.69M +$2.71M +51,465 +1,352%
PDN
204
Pensionfund DSM Netherlands
Netherlands
$2.68M -$1.29M -24,500 -31%
VAM
205
Vert Asset Management
California
$2.68M +$134K +2,552 +5%
AWS
206
Atria Wealth Solutions
New York
$2.66M -$367K -6,981 -11%
SMDAM
207
Sumitomo Mitsui DS Asset Management
Japan
$2.64M +$210K +3,995 +8%
State of Tennessee, Department of Treasury
208
State of Tennessee, Department of Treasury
Tennessee
$2.64M +$404K +7,671 +16%
Russell Investments Group
209
Russell Investments Group
United Kingdom
$2.63M -$137K -2,603 -5%
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$2.62M +$101K +1,924 +4%
HC
211
Hourglass Capital
Texas
$2.59M +$76.3K +1,450 +3%
WAM
212
Werlinich Asset Management
Connecticut
$2.57M
CCM
213
Cinctive Capital Management
New York
$2.52M +$2.72M +51,743 New
URS
214
Utah Retirement Systems
Utah
$2.48M
NWM
215
NEIRG Wealth Management
Massachusetts
$2.48M +$1.35M +25,592 +101%
SAM
216
Shell Asset Management
Netherlands
$2.46M +$81.3K +1,545 +3%
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$2.44M +$423K +8,044 +19%
CIBC World Market
218
CIBC World Market
Ontario, Canada
$2.42M +$1.39M +26,483 +114%
BI
219
Bramshill Investments
Florida
$2.4M +$218K +4,140 +9%
Skandinaviska Enskilda Banken (SEB)
220
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.4M +$47.7K +907 +2%
MS
221
Madden Securities
Texas
$2.38M -$441K -8,372 -15%
DnB Asset Management
222
DnB Asset Management
Norway
$2.36M +$49.4K +939 +2%
Teacher Retirement System of Texas
223
Teacher Retirement System of Texas
Texas
$2.35M -$601K -11,422 -19%
RCA
224
Ranch Capital Advisors
Florida
$2.33M +$93.5K +1,776 +4%
X
225
Xponance
Pennsylvania
$2.31M +$410K +7,786 +20%

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.