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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
SMDAM
201
Sumitomo Mitsui DS Asset Management
Japan
$2.71M +$367K +7,276 +13%
BA
202
Bridgewater Associates
Connecticut
$2.7M +$216K +4,276 +7%
NWM
203
NEIRG Wealth Management
Massachusetts
$2.66M +$485K +9,596 +19%
VRM
204
Vectors Research Management
New York
$2.64M -$116K -2,306 -4%
Thrivent Financial for Lutherans
205
Thrivent Financial for Lutherans
Minnesota
$2.58M +$134K +2,654 +5%
TAF
206
Tredje AP-fonden
Sweden
$2.52M +$2.89M +57,225 New
HC
207
HNP Capital
New York
$2.51M -$169K -3,354 -6%
Franklin Resources
208
Franklin Resources
California
$2.49M -$240K -4,748 -8%
AAM
209
Advisors Asset Management
Colorado
$2.46M -$1.9M -37,621 -40%
OPERF
210
Oregon Public Employees Retirement Fund
Oregon
$2.35M -$94.3K -1,867 -3%
YCM
211
Yousif Capital Management
Michigan
$2.35M -$87.7K -1,737 -3%
Public Sector Pension Investment Board (PSP Investments)
212
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.35M +$1.28M +25,400 +91%
CIBC World Market
213
CIBC World Market
Ontario, Canada
$2.33M +$167K +3,300 +7%
WAM
214
Werlinich Asset Management
Connecticut
$2.3M -$22.7K -450 -0.9%
X
215
Xponance
Pennsylvania
$2.27M +$220K +4,357 +9%
URS
216
Utah Retirement Systems
Utah
$2.27M +$30.3K +600 +1%
RPI
217
Railway Pension Investments
United Kingdom
$2.26M +$2.59M +51,300 New
BNP Paribas Asset Management
218
BNP Paribas Asset Management
France
$2.24M +$922K +18,248 +56%
BI
219
Bramshill Investments
Florida
$2.22M +$62.5K +1,238 +3%
Mercer Global Advisors
220
Mercer Global Advisors
Colorado
$2.21M +$11K +217 +0.4%
AWM
221
AE Wealth Management
Kansas
$2.21M +$154K +3,045 +6%
WAM
222
Wolverine Asset Management
Illinois
$2.21M +$554K +10,968 +28%
ACM
223
AlphaCrest Capital Management
New York
$2.19M +$1.44M +28,488 +134%
JHP
224
James Hambro & Partners
United Kingdom
$2.17M +$926K +18,338 +59%
AWS
225
Atria Wealth Solutions
New York
$2.15M -$285K -5,642 -10%

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.