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Iron Mountain

810 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, 283 increasing their positions, 289 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
Holders Change
+27
Holders Change %
+3.45%
% of All Funds
12.77%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
86
Increased
283
Reduced
289
Closed
50
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
351
Fagan Associates
New York
$1.06M +$341 +6 +0%
CIM
352
Centersquare Investment Management
Pennsylvania
$1.06M +$301K +5,301 +40%
AACA
353
American Assets Capital Advisers
California
$1.04M
SIA
354
SeaBridge Investment Advisors
New Jersey
$1.04M -$1.22M -21,479 -54%
BFEC
355
Benjamin F. Edwards & Company
Missouri
$1.03M +$74.5K +1,310 +8%
LSERS
356
Louisiana State Employees Retirement System
Louisiana
$1.02M -$51.1K -900 -5%
CCA
357
Childress Capital Advisors
Texas
$1.02M
I
358
INVST
Indiana
$1.01M -$56.7K -998 -5%
ICG
359
InterOcean Capital Group
Tennessee
$1M +$723K +12,732 +261%
TA
360
TFG Advisers
Michigan
$998K +$86.8K +1,527 +10%
BHPW
361
Beverly Hills Private Wealth
California
$991K +$512K +8,408 +107%
NW
362
NewEdge Wealth
Pennsylvania
$986K +$249K +4,382 +34%
TSWM
363
Tyler-Stone Wealth Management
Ohio
$979K +$979K +17,225 New
RFM
364
Royal Fund Management
Florida
$970K -$51.9K -913 -5%
SSA
365
Schonfeld Strategic Advisors
New York
$962K +$413K +7,275 +75%
AR
366
Advisory Research
Illinois
$960K
LDB
367
Lee, Danner & Bass
Tennessee
$948K -$13.4K -235 -1%
CG
368
Colony Group
Massachusetts
$938K +$2.22K +39 +0.2%
EFS
369
Essex Financial Services
Connecticut
$935K -$29.8K -525 -3%
HW
370
Hancock Whitney
Mississippi
$933K -$76.7K -1,349 -8%
Bank of Nova Scotia
371
Bank of Nova Scotia
Ontario, Canada
$914K +$15.9K +279 +2%
Balyasny Asset Management
372
Balyasny Asset Management
Illinois
$910K +$485K +8,527 +114%
CAS
373
Coppell Advisory Solutions
Texas
$891K -$70.9K -1,263 -7%
EOJOAM
374
E. Ohman J:or Asset Management
Sweden
$884K
CIAS
375
Capital Investment Advisory Services
North Carolina
$871K +$24.2K +426 +3%