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Iron Mountain

816 hedge funds and large institutions have $12.9B invested in Iron Mountain in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 284 increasing their positions, 292 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

48% more call options, than puts

Call options by funds: $172M | Put options by funds: $116M

8% more capital invested

Capital invested by funds: $12B → $12.9B (+$940M)

3% more funds holding

Funds holding: 790816 (+26)

0.21% more ownership

Funds ownership: 77.68%77.89% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 292

Holders
816
Holders Change
+26
Holders Change %
+3.29%
% of All Funds
12.81%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
86
Increased
284
Reduced
292
Closed
51
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
226
Franklin Resources
California
$3.03M +$127K +2,329 +5%
EAM
227
Eagle Asset Management
Florida
$3.02M
YCM
228
Yousif Capital Management
Michigan
$3.01M +$43.6K +797 +2%
TAF
229
Tredje AP-fonden
Sweden
$2.99M -$494K -9,018 -15%
VI
230
Vestcor Inc
New Brunswick, Canada
$2.99M +$2.5M +45,707 +663%
Acadian Asset Management
231
Acadian Asset Management
Massachusetts
$2.98M +$2.39M +43,618 +486%
AWM
232
AE Wealth Management
Kansas
$2.98M -$207K -3,782 -7%
WAM
233
Werlinich Asset Management
Connecticut
$2.97M
X
234
Xponance
Pennsylvania
$2.95M -$410K -7,485 -13%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$2.93M +$197K +3,602 +8%
RPI
236
Railway Pension Investments
United Kingdom
$2.91M
COPPSERS
237
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.89M +$86.3K +1,577 +3%
URS
238
Utah Retirement Systems
Utah
$2.82M -$87.6K -1,600 -3%
SAM
239
Shell Asset Management
Netherlands
$2.74M +$149K +2,730 +6%
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$2.71M +$218K +3,989 +9%
IAA
241
Independent Advisor Alliance
North Carolina
$2.69M -$15.2K -277 -0.6%
DADC
242
D.A. Davidson & Co
Montana
$2.64M -$109K -1,998 -4%
MFS
243
Mirabella Financial Services
United Kingdom
$2.6M +$2.5M +45,673 New
AWS
244
Atria Wealth Solutions
New York
$2.57M +$35K +640 +1%
WAM
245
Wolverine Asset Management
Illinois
$2.54M +$566K +10,335 +30%
RCM
246
RB Capital Management
Nevada
$2.53M +$30.4K +555 +1%
USCWA
247
U.S. Capital Wealth Advisors
Texas
$2.47M +$134K +2,441 +6%
GAM
248
Gotham Asset Management
New York
$2.44M -$158K -2,882 -6%
Allspring Global Investments
249
Allspring Global Investments
North Carolina
$2.42M -$134K -2,453 -5%
CIBC Asset Management
250
CIBC Asset Management
Ontario, Canada
$2.39M -$23.1K -422 -1%