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Iron Mountain

783 hedge funds and large institutions have $11.9B invested in Iron Mountain in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 301 increasing their positions, 264 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
12.53%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
72
Increased
301
Reduced
264
Closed
54
Calls
$169M
Puts
$82.1M
Net Calls
+$87M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
251
Soltis Investment Advisors
Utah
$1.88M +$243K +4,588 +15%
CWP
252
Cyndeo Wealth Partners
Florida
$1.87M +$106 +2 +0%
Mariner
253
Mariner
Kansas
$1.86M +$50.2K +949 +3%
RCA
254
Ranch Capital Advisors
Florida
$1.83M +$68.7K +1,299 +4%
WAM
255
Wolverine Asset Management
Illinois
$1.82M -$897K -16,954 -33%
CNB
256
Czech National Bank
Czech Republic
$1.81M +$10.7K +203 +0.6%
EI
257
Ethic Inc
New York
$1.8M -$57.8K -1,092 -3%
GAA
258
Green Alpha Advisors
Colorado
$1.79M +$154K +2,913 +9%
ZCM
259
Ziegler Capital Management
Illinois
$1.76M +$11.8K +223 +0.7%
TPWM
260
Twelve Points Wealth Management
Massachusetts
$1.75M +$314K +5,933 +22%
HIC
261
Holderness Investments Company
North Carolina
$1.74M -$1.32K -25 -0.1%
NB
262
Norinchukin Bank
Japan
$1.71M +$173K +3,269 +11%
SYBT
263
Stock Yards Bank & Trust
Kentucky
$1.69M
SW
264
SVB Wealth
Massachusetts
$1.68M -$249K -4,697 -13%
DBIA
265
Dumont & Blake Investment Advisors
New Jersey
$1.65M -$13.5K -255 -0.8%
AQR Capital Management
266
AQR Capital Management
Connecticut
$1.65M +$239K +4,574 +17%
CIA
267
Capital Investment Advisors
Georgia
$1.64M +$84.1K +1,590 +5%
Rafferty Asset Management
268
Rafferty Asset Management
New York
$1.62M +$213K +4,029 +15%
MAM
269
Madison Asset Management
Wisconsin
$1.61M -$233K -4,398 -13%
CBT
270
CoreFirst Bank & Trust
Kansas
$1.56M -$129K -2,430 -8%
US Bancorp
271
US Bancorp
Minnesota
$1.53M +$54.6K +1,031 +4%
VIA
272
Vident Investment Advisory
Georgia
$1.53M +$23.4K +442 +2%
CA
273
Corrado Advisors
New Jersey
$1.49M +$138K +2,600 +10%
MCA
274
MSH Capital Advisors
Arizona
$1.48M +$174K +3,285 +13%
CAM
275
Cubic Asset Management
Massachusetts
$1.46M -$9.52K -180 -0.6%