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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 %
CIBC World Market
201
CIBC World Market
Ontario, Canada
$3.08M +$437K +8,765 +17%
BI
202
Bramshill Investments
Florida
$3.03M +$506K +10,155 +20%
CCA
203
Catalyst Capital Advisors
New York
$3M -$79.8K -1,600 -3%
Baird Financial Group
204
Baird Financial Group
Wisconsin
$2.96M +$599K +12,027 +25%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$2.95M +$443K +8,890 +18%
Walleye Trading
206
Walleye Trading
New York
$2.93M +$2.93M +58,811 New
TAF
207
Tredje AP-fonden
Sweden
$2.93M +$76.7K +1,539 +3%
X
208
Xponance
Pennsylvania
$2.89M +$316K +6,336 +12%
HC
209
HNP Capital
New York
$2.89M +$50.4K +1,011 +2%
Thrivent Financial for Lutherans
210
Thrivent Financial for Lutherans
Minnesota
$2.87M -$58.9K -1,181 -2%
TA
211
Tectonic Advisors
Texas
$2.86M +$581K +11,650 +26%
Franklin Resources
212
Franklin Resources
California
$2.8M -$24.5K -491 -0.9%
AWM
213
AE Wealth Management
Kansas
$2.8M +$291K +5,830 +12%
DF
214
Donoghue Forlines
Massachusetts
$2.77M +$1.36M +27,256 +96%
PDN
215
Pensionfund DSM Netherlands
Netherlands
$2.74M -$2.74M -55,000 -50%
CSS
216
Cubist Systematic Strategies
Connecticut
$2.73M -$1.15M -23,149 -30%
YCM
217
Yousif Capital Management
Michigan
$2.73M +$62.7K +1,257 +2%
WAM
218
Werlinich Asset Management
Connecticut
$2.61M – – –
WAM
219
Wolverine Asset Management
Illinois
$2.56M +$59.8K +1,200 +2%
RPI
220
Railway Pension Investments
United Kingdom
$2.56M – – –
E
221
Ergoteles
New York
$2.56M -$2.1M -42,225 -45%
URS
222
Utah Retirement Systems
Utah
$2.55M -$24.9K -500 -1%
Skandinaviska Enskilda Banken (SEB)
223
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.51M +$158K +3,176 +7%
COPPSERS
224
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.45M +$330K +6,623 +16%
GAM
225
Gotham Asset Management
New York
$2.44M +$459K +9,216 +23%
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