We are live on ! Find out more
IRM icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.09B -$11.9M -235,842 -0.5%
Capital World Investors
2
Capital World Investors
California
$1.09B -$213M -4,226,217 -15%
BlackRock
3
BlackRock
New York
$1,000M -$4.33M -85,662 -0.4%
State Street
4
State Street
Massachusetts
$646M -$20M -395,540 -3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$297M +$2.61M +51,666 +0.8%
Morgan Stanley
6
Morgan Stanley
New York
$236M +$35.1M +695,338 +15%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$178M -$483K -9,556 -0.2%
PAMS
8
Pictet Asset Management (Switzerland)
Switzerland
$177M +$58.8M +1,163,745 +41%
Deutsche Bank
9
Deutsche Bank
Germany
$177M +$113M +2,234,446 +125%
Invesco
10
Invesco
Georgia
$174M +$94.6M +1,873,314 +90%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$166M -$9.93M -196,593 -5%
Amundi
12
Amundi
France
$162M -$3.88M -76,925 -2%
Charles Schwab
13
Charles Schwab
California
$159M +$2.23M +44,206 +1%
Northern Trust
14
Northern Trust
Illinois
$140M -$7.49M -148,285 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$132M -$338K -6,685 -0.2%
EIP
16
Epoch Investment Partners
New York
$117M -$2.42M -47,924 -2%
Legal & General Group
17
Legal & General Group
United Kingdom
$94.5M +$2.88M +56,966 +3%
Norges Bank
18
Norges Bank
Norway
$79.7M -$31.2M -617,066 -25%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$75.4M -$5.26M -104,253 -6%
JP Morgan Chase
20
JP Morgan Chase
New York
$72.3M -$13.8M -273,534 -14%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$60.2M +$38M +753,405 +123%
IIM
22
INTECH Investment Management
Florida
$57.2M -$2.21M -43,688 -3%
Swiss National Bank
23
Swiss National Bank
Switzerland
$55.4M +$111K +2,200 +0.2%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$54.1M +$1.03M +20,336 +2%
LSV Asset Management
25
LSV Asset Management
Illinois
$53.8M -$41.9M -829,658 -40%

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.