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Iron Mountain

827 hedge funds and large institutions have $13.7B invested in Iron Mountain in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 290 increasing their positions, 312 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.21%
New
88
Increased
290
Reduced
312
Closed
63
Calls
$129M
Puts
$65.6M
Net Calls
+$63.3M
Net Calls Change
+$7.46M
Name Holding Trade Value Shares
Change
Shares
Change %
DPIM
251
Duff & Phelps Investment Management
Illinois
$2.6M +$2.6M +43,790 New
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$2.5M -$2.44K -41 -0.1%
OCBCO
253
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.48M +$2.23M +37,432 +890%
EI
254
Ethic Inc
New York
$2.45M +$439K +7,377 +22%
MOACM
255
Mutual of America Capital Management
New York
$2.43M -$65.8K -1,107 -3%
DEM
256
Disciplined Equity Management
Florida
$2.41M
TPWM
257
Twelve Points Wealth Management
Massachusetts
$2.3M +$142K +2,396 +7%
LSA
258
L & S Advisors
California
$2.29M +$2.29M +38,537 New
NAM
259
NorthCrest Asset Manangement
Minnesota
$2.23M +$91.7K +1,543 +4%
WA
260
WESPAC Advisors
California
$2.2M +$85.5K +1,439 +4%
IG
261
ING Group
Netherlands
$2.18M +$2.18M +36,740 New
MCA
262
MSH Capital Advisors
Arizona
$2.16M +$4.22K +71 +0.2%
MAM
263
Morse Asset Management
Connecticut
$2.15M +$41.6K +700 +2%
WAM
264
Wolverine Asset Management
Illinois
$2.15M -$511K -8,600 -19%
VVP
265
Venture Visionary Partners
Ohio
$2.13M +$55.7K +937 +3%
Mariner
266
Mariner
Kansas
$2.1M -$16.7K -281 -0.8%
CWP
267
Cyndeo Wealth Partners
Florida
$2.1M
RCA
268
Ranch Capital Advisors
Florida
$2.01M -$44.5K -742 -2%
WA
269
Waverly Advisors
Alabama
$1.99M +$1.99M +33,517 New
Public Employees Retirement Association of Colorado
270
Public Employees Retirement Association of Colorado
Colorado
$1.97M -$144K -2,419 -7%
O
271
Ossiam
France
$1.96M +$1.47M +24,663 +297%
HIC
272
Holderness Investments Company
North Carolina
$1.96M -$892 -15 -0%
DF
273
Donoghue Forlines
Massachusetts
$1.95M +$600K +10,089 +45%
Rafferty Asset Management
274
Rafferty Asset Management
New York
$1.94M +$93.2K +1,568 +5%
ZCM
275
Ziegler Capital Management
Illinois
$1.93M -$61.7K -1,037 -3%