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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 %
LFAS
351
Level Four Advisory Services
Texas
$923K +$139K +2,627 +18%
SSWM
352
Strait & Sound Wealth Management
California
$919K +$3.28K +62 +0.4%
EFS
353
Essex Financial Services
Connecticut
$898K +$6.61K +125 +0.7%
Schroder Investment Management Group
354
Schroder Investment Management Group
United Kingdom
$898K +$85.9K +1,623 +11%
LDB
355
Lee, Danner & Bass
Tennessee
$895K
AR
356
Advisory Research
Illinois
$894K
FIM
357
Freedom Investment Management
Connecticut
$891K -$141K -2,667 -14%
CAS
358
Coppell Advisory Solutions
Texas
$887K -$14.6K -281 -2%
CASC
359
Coppell Advisory Solutions Corp
Texas
$887K -$14.6K -281 -2%
BFEC
360
Benjamin F. Edwards & Company
Missouri
$887K +$671K +12,682 +311%
Qube Research & Technologies (QRT)
361
Qube Research & Technologies (QRT)
United Kingdom
$885K -$255K -4,823 -22%
CG
362
Colony Group
Massachusetts
$871K +$612K +11,580 +237%
BFG
363
Bleakley Financial Group
New Jersey
$857K +$43.3K +818 +5%
CAM
364
Cresset Asset Management
Illinois
$855K +$10.4K +195 +1%
FNT
365
First National Trust
Pennsylvania
$855K +$4.97K +94 +0.6%
TA
366
TFG Advisers
Michigan
$849K +$102K +1,929 +14%
PI
367
PGGM Investments
Netherlands
$845K +$845K +15,972 New
DCM
368
Dupont Capital Management
Delaware
$840K -$825K -15,589 -50%
Bank of Nova Scotia
369
Bank of Nova Scotia
Ontario, Canada
$837K -$272K -5,147 -25%
MCM
370
MAI Capital Management
Ohio
$831K -$10.7K -202 -1%
YIH
371
Y-Intercept (HK)
Hong Kong
$831K +$831K +15,697 New
FAM
372
Formidable Asset Management
Ohio
$829K -$33.9K -640 -4%
MWPCG
373
Measured Wealth Private Client Group
New Hampshire
$829K
EOJOAM
374
E. Ohman J:or Asset Management
Sweden
$823K +$190K +3,600 +30%
NA
375
NewEdge Advisors
Louisiana
$800K -$802K -15,166 -50%