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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
MOACM
251
Mutual of America Capital Management
New York
$2.38M +$18.8K +344 +0.8%
AQR Capital Management
252
AQR Capital Management
Connecticut
$2.37M +$561K +10,249 +33%
JFG
253
Jefferies Financial Group
New York
$2.36M +$2.01M +36,746 +762%
BI
254
Bramshill Investments
Florida
$2.32M -$1.15M -21,042 -34%
DEM
255
Disciplined Equity Management
Florida
$2.31M -$8.76K -160 -0.4%
Macquarie Group
256
Macquarie Group
Australia
$2.29M -$141K -2,571 -6%
BRWA
257
B. Riley Wealth Advisors
Florida
$2.2M -$244K -4,455 -10%
NB
258
Norinchukin Bank
Japan
$2.19M +$343K +6,261 +19%
HWAM
259
Hennion & Walsh Asset Management
New Jersey
$2.13M +$643K +11,754 +46%
TPWM
260
Twelve Points Wealth Management
Massachusetts
$2.07M +$185K +3,373 +10%
MCA
261
MSH Capital Advisors
Arizona
$2.06M +$449K +8,194 +29%
NAM
262
NorthCrest Asset Manangement
Minnesota
$2.05M +$21.8K +399 +1%
GAA
263
Green Alpha Advisors
Colorado
$2.04M +$117K +2,139 +6%
Public Employees Retirement Association of Colorado
264
Public Employees Retirement Association of Colorado
Colorado
$2.02M -$71.8K -1,311 -4%
WA
265
WESPAC Advisors
California
$2.02M -$105K -1,913 -5%
Mariner
266
Mariner
Kansas
$2.02M +$16.6K +303 +0.9%
MAM
267
Morse Asset Management
Connecticut
$2.02M +$962K +17,575 +98%
CWP
268
Cyndeo Wealth Partners
Florida
$2M
WBC
269
Westpac Banking Corp
Australia
$1.98M -$2.81M -51,323 -60%
VVP
270
Venture Visionary Partners
Ohio
$1.98M -$90.7K -1,657 -5%
CNB
271
Czech National Bank
Czech Republic
$1.96M +$15K +274 +0.8%
RCA
272
Ranch Capital Advisors
Florida
$1.96M -$18.7K -341 -1%
CA
273
CoreCap Advisors
Michigan
$1.95M +$1.88M +34,390 New
HCM
274
HGI Capital Management
New York
$1.94M +$1.87M +34,190 New
CWM
275
CIBC World Markets
New York
$1.94M -$4.11M -75,068 -69%