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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
EI
276
Ethic Inc
New York
$1.92M -$11.8K -215 -0.6%
ZCM
277
Ziegler Capital Management
Illinois
$1.9M +$15.3K +279 +0.8%
HIC
278
Holderness Investments Company
North Carolina
$1.87M +$4.54K +83 +0.3%
AIM
279
Achmea Investment Management
Netherlands
$1.8M +$479K +8,747 +38%
SYBT
280
Stock Yards Bank & Trust
Kentucky
$1.76M -$51.7K -945 -3%
Rafferty Asset Management
281
Rafferty Asset Management
New York
$1.76M +$26.6K +485 +2%
DBIA
282
Dumont & Blake Investment Advisors
New Jersey
$1.76M -$13.2K -241 -0.8%
MAM
283
Madison Asset Management
Wisconsin
$1.73M
FM
284
Foster & Motley
Ohio
$1.7M +$310K +5,660 +23%
US Bancorp
285
US Bancorp
Minnesota
$1.69M +$44.4K +811 +3%
GIBU
286
Gulf International Bank (UK)
United Kingdom
$1.69M -$484K -8,836 -23%
KTC
287
Kistler-Tiffany Companies
Pennsylvania
$1.68M +$1.61M +29,403 +12,200%
CBT
288
CoreFirst Bank & Trust
Kansas
$1.68M
CIA
289
Capital Investment Advisors
Georgia
$1.68M -$77K -1,406 -5%
CA
290
Corrado Advisors
New Jersey
$1.67M +$70K +1,279 +5%
SW
291
SVB Wealth
Massachusetts
$1.61M -$179K -3,266 -10%
TRCT
292
Tower Research Capital (TRC)
New York
$1.6M +$1.02M +18,594 +193%
CAM
293
Cubic Asset Management
Massachusetts
$1.56M
HKAM
294
Horizon Kinetics Asset Management
New York
$1.55M
RPSA
295
Richard P. Slaughter Associates
Texas
$1.54M +$31.5K +575 +2%
WA
296
Wambolt & Associates
Colorado
$1.53M +$48.7K +889 +3%
SCA
297
Sippican Capital Advisors
Massachusetts
$1.53M
NA
298
NewEdge Advisors
Louisiana
$1.5M +$620K +11,328 +75%
BCIM
299
British Columbia Investment Management
British Columbia, Canada
$1.49M +$21.8K +399 +2%
TRSOTSOK
300
Teachers Retirement System of the State of Kentucky
Kentucky
$1.49M -$25.6K -468 -2%