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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.32B -$34.4M -653,003 -1%
Capital World Investors
2
Capital World Investors
California
$1.41B +$277K +5,261 +0%
BlackRock
3
BlackRock
New York
$1.11B -$4.8M -91,301 -0.4%
State Street
4
State Street
Massachusetts
$734M +$14.4M +274,095 +2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$327M +$6.27M +119,228 +2%
Morgan Stanley
6
Morgan Stanley
New York
$228M +$32.9M +625,431 +15%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$198M -$360K -6,850 -0.2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$193M -$1.49M -28,396 -0.7%
Amundi
9
Amundi
France
$177M +$8.44M +160,397 +5%
Charles Schwab
10
Charles Schwab
California
$174M -$162K -3,077 -0.1%
Northern Trust
11
Northern Trust
Illinois
$163M -$44.4M -844,101 -20%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$146M +$5.86M +111,297 +4%
PAMS
13
Pictet Asset Management (Switzerland)
Switzerland
$140M +$61M +1,159,261 +68%
EIP
14
Epoch Investment Partners
New York
$132M -$11M -209,084 -7%
Norges Bank
15
Norges Bank
Norway
$118M -$22.5M -427,328 -15%
Legal & General Group
16
Legal & General Group
United Kingdom
$102M +$4.12M +78,238 +4%
Invesco
17
Invesco
Georgia
$101M +$1.83M +34,826 +2%
LSV Asset Management
18
LSV Asset Management
Illinois
$100M -$33.4M -634,230 -24%
JP Morgan Chase
19
JP Morgan Chase
New York
$93.4M -$14M -266,277 -12%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$88.5M +$23.7M +449,724 +33%
Deutsche Bank
21
Deutsche Bank
Germany
$86.9M +$8.47M +161,015 +10%
IIM
22
INTECH Investment Management
Florida
$65.4M +$70.7M +1,343,494 New
Swiss National Bank
23
Swiss National Bank
Switzerland
$61.2M +$147K +2,800 +0.2%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$59M +$25M +475,137 +65%
N
25
Nuveen
North Carolina
$58.2M +$8.91M +169,323 +17%

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.